Caltha Capital is defined by our commitment to aligning
closely with our investors.
As a firm wholly owned and managed by our investment team, we uniquely position ourselves by investing our own personal wealth alongside our clients, backed by a performance-only fee structure, ensuring our interests are directly intertwined with yours.
Our foundation is built on the principle of mutual success. By adopting a research-intensive investment approach, we focus on uncovering undervalued assets and holding them over the medium to long term. This strategy is designed to capitalise on market inefficiencies, aiming for superior returns and a steady income for our investors, reflecting a disciplined pursuit of shared prosperity.
We emphasise transparency and accountability, partnering with tier-one service providers to uphold excellence in all we do. Our investment philosophy prioritises quality over quantity, with concentrated portfolios aimed at long-term value creation.
At Caltha Capital, we’re not just managers but partners with our investors, dedicated to achieving financial growth and generational wealth together.
Our Values
Excellence
Trust & Transparency
Independent thinking
Alignment
Our Goal
Our foundational goal was to establish investment funds where outcomes are truly aligned, championing the principle that managers should be rewarded for delivery on their outperformance. This core belief underscores our commitment to active management: if we don’t outperform the ASX200 – the benchmark of excellence for Australian investments – we don’t deserve to charge fees.
This ensures our interests are not just aligned but deeply interconnected with those of our investors, creating a partnership where success is shared and measured by actual performance. With our own families’ wealth invested alongside our clients, our alignment is unmistakable and genuine. We’re dedicated to creating investment opportunities that benefit not just us as managers but our investors equally, embodying a true symbiosis in generational wealth creation.
At Caltha Capital, investing is more than just a venture; it’s a shared journey towards mutual prosperity, ensuring that those who opt for active management truly reap the rewards of their trust and investment.
Our Process
Our investment process is grounded in intensive fundamental research. This informs our decisions and provides the resilience to maintain our positions, even in challenging market conditions. We prioritise accountability and adaptability, readily adjusting our investments based on new insights or shifts in market dynamics, showcasing a commitment to not only identifying opportunities but also acknowledging and learning from our missteps.
To ensure the highest standards across all facets of our operations, we collaborate with tier-one service providers. This approach underpins our dedication to delivering work of exceptional quality, maintaining transparency, and building trust with our investors.
Our investment process is centred around constructing concentrated portfolios of outstanding businesses. We advocate for selective investment in research-backed opportunities, contrasting with the broader market exposure typical of low-cost index funds. For investors seeking to surpass average market returns, our strategy focuses on depth over breadth, investing in a carefully curated selection of high-quality assets. This targeted approach reflects our commitment to achieving superior outcomes for our clients through meticulous research and strategic selection.
Our Pack-Leading Investment Philosophy
We hold the conviction that throughout every asset’s lifecycle, it will experience several non-fundamentally changing transitory events that will lead to a temporary misalignment between its price and its true intrinsic value. Such instances are perceived by us as golden opportunities to acquire these assets, fundamentally robust and promising companies, at reduced valuations. Our strategy emphasises the medium to long-term holding of these assets, aiming to capture alpha for our funds while concurrently offering a steady income stream to investors. This approach underpins our investment philosophy, leveraging market inefficiencies to benefit our investors through disciplined and strategic asset selection.