Rob Woods

Operates as a clearing, settlement and securities exchange company

Challenger-IM is a fundamentally driven, active investment manager that adopts a long-term focus on private debt. They aim to provide diversified sources of income by seeking opportunities in both the public and private sectors, whilst maintaining capital stability. The firm seeks to deliver attractive and sustained risk-adjusted returns which can be attributed to a robust investment process centered on bottom-up fundamental credit analysis, with emphasis on structural protections to mitigate downside risk and avoiding defaults.

Provides life insurance, fund management and banking services

Provides investment services

Invests in vineyard properties

Acts as Family of Funds

Invests in office, retail and industrial properties

CMIL is an active real estate securities manager which employs a top-down and bottom-up research and analysis approach to select investments with the aim of delivering a projected rate of return above that of listed real estate trusts. The firm uses a four-step investment approach to select listed infrastructure securities, first using cash flow and market intelligence from numerous sources to screen ideas. They then examine the company's business including monopoly status and customer base, pricing power, operating margins, volatility of cash flows and probability of distributions. Then the firm performs fundamental analysis and valuation, developing a report on the key financial and qualitative aspects for the remaining securities. CMIL uses a three-step process to select and manage unlisted infrastructure assets, first looking at geography, quality of asset, potential yield, quality of management and the competitive environment. Deals that get through the first phase are then subject to investigation by a multidisciplinary team, which looks at tax, structure, legal issues, financial modeling and comprehensive market and asset-specific information. Finally, a dedicated asset manager is assigned to each project and reports back to the portfolio manager with regular updates on all key issues. The final portfolio reflects the outcome of the firm's fundamental security and asset selection process by the listed infrastructure securities and unlisted infrastructure asset teams. Asset allocation is determined by the portfolio manager.

Manages portfolios