B. MOSES ASSET MANAGEMENT

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Flagship model portfolios in our strategy:

 

Flagship model

 

Benchmark

 

Inception date

 

Excess/absolute return objective

Target TE (& other relevant risk targets e.g., volatility) range

 

Timeframe

Performance calculated gross of fees

International Leaders Portfolio

S&P500

01/01/2019

The portfolio aims to outperform the benchmark over a 5-year investment horizon

n/a

Since Inception

70.8%

 

 

Flagship models

 

Benchmark

 

Inception date

 

Excess/absolute return objective

Target TE (& other relevant risk targets e.g. volatility) range

 

Timeframe

Performance calculated gross or net

Australian Leaders Portfolio

S&P/ASX 300 Total Return Index

January 2019

The portfolio aims to outperform the benchmark over a 5-year investment horizon

Volatility below S&P/ASX 300 Total Return Index

3-5 years

Gross

Australian Income Portfolio

S&P/ASX 300 Total Return Index

January 2017

The portfolio aims to outperform the benchmark over a 5-year investment horizon

Volatility below S&P/ASX 300 Total Return Index

3-5 years

Gross

Australian Balanced Portfolio

S&P/ASX 300 Total Return Index

January 2017

The portfolio aims to outperform the benchmark over a 5-year investment horizon

Volatility below S&P/ASX 300 Total Return Index

3-5 years

Gross

Australian Growth Portfolio

S&P/ASX 300 Total Return Index

January 2017

The portfolio aims to outperform the benchmark over a 5-year investment horizon

Volatility below S&P/ASX 300 Total Return Index

3-5 years

Gross

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Our Private Equity Division (PED) in partnership with Mainstreet Capital Partners is a multi-strategy asset management team and the alternative investment arm of B. Moses. The team provides non-traditional private equity growth and diversified asset management solutions for our wholesale and institutional PE investors. 

The capital of PED is a mixture of bond securities (min deal size $20m) issued off the balance sheet of the ‘Client’ (Borrower) plus external capital that is raised through our PE wholesale investors, financial advisers, and through a series of other funds.

B. Moses’s PED invests locally across almost all asset classes, including senior debt, mezzanine debt, late-stage IPOs and growth equity, acquisitions, control private equity, infrastructure, and real estate.

INVESTMENT & INVESTOR TYPE:

Investment size: $10m Min – $50m Max.

BMAM and Mainstreet Capital Partners typically look to invest between $10m and $50m in a single deal. This is a guide only and, we can go outside these limits for the right project.

PE and GE investment

BMAM and MCP Private Equity Division source funds from wholesale investors, advisers, and corporate clients and invest in private or growth equity investments that are fast-growing or mature companies. We also invest in both public (listed) and private (unlisted) companies.

Private Debt 

Debt investments invest in private debt securities or loans. Through a third-party licensing arrangement, we raise the capital from our wholesale investors, negotiate terms and provide debt solutions to the corporate borrower direct, known as a primary issuance. We do not participate in a secondary transaction that involves acquiring debt from another party.

Diversified Asset Management 

Diversified Asset Management to BMAM and MCP refers to us investing funds sourced from a large number of underlying wholesale and institutional investors. We invest clients’ capital in a diverse range of strategies, including direct investing, active and passive listed and unlisted securities, ETFs, and oftentimes other funds.

 

ABOUT US

B. Moses is a diversified Australian asset management group that provides comprehensive wealth management offering incorporating active model portfolio services, investment management, capital raising, and full-service stockbroking. Our robust investment services combine research, market analysis, specialist financial services, and deal-making expertise in helping Australian investors further diversify from passive wealth management services, traditional superannuation and pension solutions, funds management, stockbroking, and capital advisory. The diversity of our operations bring to Australian investors personalised high conviction investment opportunities valued by execution and performance.

Our investment services include providing direct access to all securities listed on the Australian Securities Exchange (ASX) and the National Stock Exchange of Australia (NSX).

DEAL MAKING EXPERTISE

We provides commercial deal-making services to Australian SMEs including financial services companies, mid tier to large accounting firms, and others, high net wealth individuals, and private equity investors. We believe in developing and fostering long-term strategic relationships and partnerships. Our deal-making services are dedicated to providing personalised corporate advisory and execution services in specialist areas such as M&As, strategic partnerships, portfolio construction services, private market opportunities, asset management, and capital raise.

Our specialist deal-making services aim to deliver our partners and investors superior risk-adjusted solutions via a series of strategic opportunities and vehicles that can be personalised to a broad range of the client’s requirements.

B. Moses is valued for our commercial execution-style and investment performance and we are always sharing knowledge and experiences within our exclusive community so our partners and investors can focus more on what matters most to them. 

PRIVATE EQUITY

Our Private Equity Division (PED) in partnership with Mainstreet Capital Partners is a multi-strategy asset management team and the alternative investment arm of B. Moses. The team provides non-traditional private equity growth and diversified asset management solutions for our wholesale and institutional PE investors. 

The capital of PED is a mixture of bond securities (min deal size $20m) issued off the balance sheet of the ‘Client’ (Borrower) plus external capital that is raised through our PE wholesale investors, financial advisers, and through a series of other funds.

B. Moses’s PED invests locally across almost all asset classes, including senior debt, mezzanine debt, late-stage IPOs and growth equity, acquisitions, control private equity, infrastructure, and real estate.

INVESTMENT & INVESTOR TYPE:

Investment size: $10m Min – $50m Max.

BMAM and Mainstreet Capital Partners typically look to invest between $10m and $50m in a single deal. This is a guide only and, we can go outside these limits for the right project.

STOCK SPECIALIST DIY INVESTING SERVICES

Do-it-yourself (DIY) investing, self-directed investing or self-managed investing is an investment approach where the investor chooses to build and manage his or her own investment portfolio instead of utilising the expertise of specialist professional services such as a stockbroker, investment adviser, or financial planner.

DIY investing is very popular with investors seeking to control their financial affairs with low to midsize portfolio balances held personally or in an entity the investor controls. Generally, DIY investors seek general advice professional services from specialist advisers in a form of stock reports and other market data to aid their self-directed investment decisions. 

In partnership with Stock Specialist, we provide general advice on DIY investment services to self-directed investors. DIY investors can subscribe to Stock Specialist for recommendations on well-researched stock reports providing guidance and comfort in knowing when to Buy, Hold and Sell. The technical software grants access to local and international market research covering indices, Equities, Forex, Futures, and Bonds, all at your fingertips while keeping it very simple.