About Banyantree
Independent. Experienced. Focused.
Founded in 2015 and management-owned, Banyantree provides investment research and mandate-true managed accounts for professional clients. We run one business: finding good ideas and implementing them well. We do not run investment banking, corporate advisory, capital raising, trading or paid product ratings. Our attention stays on decisions, risk and outcomes.
AFSL No. 486279 · ABN 97 611 390 615 · Sydney HQ · Serving Wholesale & Professional Investors Globally
Why We Exist
Better decisions, fewer distractions
Professionals need clear reasoning, clean implementation and an audit-ready record. We write assumptions before we act, size risk before return, and keep a visible history of every change. The aim is simple: compounding over time while managing the downside.
How We Operate
Flat team. Shared accountability
No big titles. No founders’ page.
Equal responsibility across a small, senior team with deep market experience on both the research and portfolio sides.
Direct access and accountability.
Clients work directly with the people doing the work, no layers, no run-around. The focus isn’t profile, it’s performance you can rely on.
Team and Experience
Small team. Deep capability
Across cycles
Our investment managers average more than 17 years’ experience.
Breadth of backgrounds
Institutional funds management in Australia and globally, sell-side research, investment banking, family offices and industry.
How we work with you
We connect bottom-up research with real-world context and disciplined implementation.
Investment Architecture
One engine behind every decision
Bottom-up company work meets a structured macro program that tracks key indicators across the US, Europe and Asia-Pacific. We add due diligence on managers and ETFs, and conversations with companies, managers and industry experts. The same engine powers our portfolios and is available as a standalone research service.
Independence In Practice
No conflicted businesses. No paid ratings
We are not a broker and we don’t receive fees from managers for coverage. Incentives are tied to the quality of our work and client outcomes, not transaction flow. We remain benchmark-unaware so mandates, not indices, set the course.
Governance and Policies
Licensed. Documented. Auditable.
We operate under an Australian Financial Services Licence (AFSL) and maintain policies for conflicts, research independence, best execution, privacy and complaints. Mandates, trades and valuations are recorded with a full audit trail. Custody and administration sit with platform providers, while we focus on decisions, oversight and outcomes.
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.
