Generational. Multi-Strategy. Real Opportunity.
Independent investment research and mandate-true managed accounts
Banyantree is a management-owned investment research and funds management firm. We deliver cross-asset research and run discretionary portfolios via managed accounts for professional clients across Australian and global equities and multi-asset. Portfolios are run to policy and sized to risk. We think independently, operate globally and invest for the long term.
AFSL No. 486279 · ABN 97 611 390 615 · Sydney HQ · Serving Wholesale & Professional Investors Globally
What to Expect
Style-neutral. Active. Benchmark-unaware. Built for long-term results.
Work with a senior team whose philosophy and process have been applied for many years, with core strategies running for more than a decade. The focus is steady compounding and measured downside control. No style drift. No index-hugging.
What We Do
Delivering for our clients
Managed Accounts
Portfolios built to your mandate across Australian and global equities and multi-asset. Available as Active + ETF or ETF-only. Implemented on your chosen platform. You keep authority and custody. We run to policy and size positions to risk. For advice groups, we design and manage bespoke strategies aligned to income, return and risk, with a clear reporting cadence. Implemented on your chosen platform.
Investment Research
Independent, cross-asset research for institutional funds, brokers and trading platforms, advice businesses and family offices. Each piece starts with the question, shows the evidence, states the bottom line and lists the signposts that would change it. Authored and dated with sources cited. Delivered on an agreed cadence and kept under version control in a secure portal.
Who We Work With
Built for professional investors
Advisers & AFSLs
Use our research as your own and implement models on platform with client-ready reporting.
Brokers & trading platforms
Independent perspectives and trade ideas backed by in-house work, delivered to fit your workflow.
Family offices & committees
Meeting-ready writing and concentrated sleeves where appropriate, with a retained history of decisions.
Institutions & fiduciaries
Policy-aligned mandates and independent research to your governance standards.
Investment Architecture
Breadth that powers depth
Our architecture links bottom-up company work, a structured macro programme, manager due diligence and specialist inputs across regions. We track the indicators that matter, test ideas with external experts and record what would change our view. The same engine powers our mandates and lets clients internalise research without noise. The result is clear reasoning, clean implementation and a record you can rely on.
Investment Philosophy
Compounding first. Risk before return
Compounding
Real wealth is built over time. We let strong businesses and sensible positioning do the work and avoid churn for its own sake.
Unconstrained
Ideas can come from equities, listed credit, funds, ETFs or hybrids. We follow the work, not the label.
Non-binary portfolios
Plan for what we know and what we cannot. Diversification where conviction is not earned. Concentration where it is.
Benchmark-unaware
Indices do not drive decisions. Objectives, valuation and risk do.
Barbell construction
A core of durable long-term holdings, complemented by well-researched, high-conviction ideas that can move the needle.
Downside awareness
Markets correct several times a decade. We size to risk and act with drawdowns in mind so clients can stay invested.
Latest insights
Quick reads with a Clear bottom line.
Clear, decision-ready notes on markets, policy and running money. Authored and dated with sources, free to read, and updated when the facts change.
Getting Started
Start a conversation
If you’d like to see whether our research or portfolios fit your mandate, start a conversation. We’ll respond promptly, map your needs, confirm the fit and outline next steps.
