Diversifying portfolios through investment opportunities beyond traditional shares, bonds and cash.
Helping investors diversify beyond listed markets through actively managed alternative investment strategies designed for long-term outcomes. Alternative investments provide access to opportunities beyond traditional financial markets, expanding portfolio diversification and exposure to a broader range of investment opportunities.
These investments can include private credit, private equity, infrastructure, commodities, structured investments and other specialist strategies designed to provide diversification, alternative sources of return and long-term investment opportunities.
When incorporated into a well-constructed portfolio, alternative investments can help reduce reliance on traditional markets while improving portfolio resilience across changing economic conditions.
Alternative Investments
Our Investment Capabilities
Our investment capabilities span a diverse range of alternative asset classes, providing investors with access to opportunities beyond traditional listed markets. Each strategy is supported by disciplined research, active investment management and a long-term investment perspective.
Private Credit: Providing access to professionally managed private lending opportunities supported by disciplined credit assessment, quality security and active portfolio management.
Private Equity: Investing in growing businesses through long-term ownership, operational improvement and value creation.
Infrastructure: Investing in essential infrastructure assets that support economic development while providing opportunities for long-term capital appreciation and sustainable income.
Commodities: Providing exposure to global commodity markets and trade-related investment opportunities supported by specialist market knowledge and disciplined investment selection.
Structured Investments: Investment solutions designed to manage risk while targeting defined investment objectives through carefully structured investment outcomes.
Multi-Asset Portfolios: Constructing diversified portfolios across multiple asset classes to balance risk, income and long-term capital growth through active investment management.
Why Invest Beyond Traditional Markets?
Investment opportunities continue to evolve.
Alternative investments provide access to opportunities beyond traditional shares, bonds and cash, helping investors diversify portfolios, broaden sources of return and reduce reliance on listed market performance.
When thoughtfully incorporated into a diversified portfolio, alternative investments can strengthen portfolio resilience while supporting long-term capital growth and sustainable income opportunities.
Emerging Markets Exposure
Expanding investment opportunities beyond developed markets.
We identify emerging market opportunities through disciplined research, local relationships and active investment management. Our approach focuses on markets where we have established knowledge, strategic partnerships and a clear understanding of the underlying investment environment, supporting diversified portfolios and long-term investment outcomes.
Our Investment Process
Successful investing begins with disciplined research.
Every investment opportunity follows a structured investment process that considers market dynamics, risk, governance and long-term portfolio objectives before capital is deployed.
Our investment decisions are supported by ongoing monitoring and active portfolio management, ensuring each opportunity continues to align with its intended investment strategy.
Alternative Investments Across the Group
Alternative investment opportunities are developed and managed by B. Moses Asset Management.
They are supported by the governance, trustee and operational infrastructure of B. Moses Capital Markets and delivered through the licensing framework of B. Moses Investment Management Pty Ltd (AFSL 561673).
Together, these businesses create an integrated investment platform designed to support advisers, wholesale investors, family offices and institutional partners.
Our Investment Philosophy
Investment management is about more than identifying opportunities.
We believe successful long-term investing is built on disciplined research, thoughtful portfolio construction and prudent risk management.
Every investment is assessed within the context of the broader portfolio, ensuring diversification, governance and capital preservation remain central to every investment decision.
