The Founders Fund is led by River Capital Founder, Barry Carp. The Fund brings 25 years of expertise and judgement of companies and their businesses to a concentrated exposure of 15-20 listed equity opportunities.

The equities selection is focussed in two key areas:

– Strong management led growth equities in sectors that we are intimately familiar with and where we are confident that we can deliver at least 2 times our investment over a five-year period.

– Special situations emerging from market turmoil where current purchase prices are materially lower than our view of asset value and will provide 15% per annum rates of return as that discount reduces.

The suggested investment time frame for this Fund is 5 years with distributions made annually. Fees will comprise a performance charge of 15% of all profits with 1% of this pre-paid each year. The minimum investment will be $250,000.

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The Dividend Plus Fund is led by long-term River Capital Board Member, Jim Craig.

Jim’s experience, including as Chair of the Australian Super Investment Committee and Macquarie Corporate advisers, provides the River Capital team with valuable investment skills and opportunities.

The Fund was initially created by Jim as an income focussed portfolio for his family and friends. The Dividend Plus Fund comprises relatively stable, defensive cash flow stocks and targets an 8-12% per annum return including dividends exceeding 3.5% and capital growth of 5-7%.

Investments in this concentrated portfolio of 8-15 stocks are likely to exhibit one or more of the following characteristics:

– relatively stable and defensive cash flow profile

– a demonstrated ability to earn excess returns on its investment capital

– a demonstrated discipline with respect to internal capital allocation – are trading at a significant discount to its assessed inherent value

– an asymmetrical payoff profile – i.e. strong potential upside with limited / quantifiable downside.

The suggested investment time frame for this Fund is 5-7 years with distributions made semi-annually. Fees will comprise a performance charge of 15% of all profits with 1% of this pre-paid each year. The minimum investment will be $250,000.

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Strategic Investments refers to River Capital’s unlisted investment platform. Led by Josh Ludski and Jim Craig, the team continues to build on our successful track record of 15+ private markets deals.

Our mandate is simple, we leverage the expertise and networks we have built over 25 years to take material stakes in great Australian businesses, alongside exceptional people we know, in areas we have studied deeply, and where we have an ability to influence outcomes for our investors. We only pursue opportunities we are genuinely excited about with River Capital management and staff being the largest investors in each Strategic Investment (20%+ of capital raised).

Each investment is made on a deal by deal basis. We regard access to these deals as a key benefit of participation in our Founders and Dividend Plus Funds.

Many of the businesses we partner with are underpinned by strong and growing cash flows. The size of investments typically range from $20-100m and the holding period is flexible. The structure of our investment is tailored towards the needs of each company and its shareholders, and can take the form of equity, debt, or a structured solution in between. We leverage our networks to bring operational expertise to assist in value creation, we are more than just capital.

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