Share an idea

Share an idea. Keep it professional.

A channel for wholesale clients and professional investors to send us a trade or investment idea. Every submission is read by the research team and logged with its outcome. We make no promise to act or to publish, and we do not pay for unsolicited ideas.

What happens next

We acknowledge your message and propose a 30-minute call.
On the call we map what you need, and confirm the fit or the lack of it.
If there's a fit, we set out scope, cadence and timing, and send sample materials.
Then a concise proposal, and a draft mandate where relevant.

Who you'll speak to

One of the three investment managers. There is no business development function and no client service layer, so the person on the call is the person who would run the work.

Wholesale only

Our research and portfolios are available to wholesale and professional investors as defined under the Corporations Act. We may ask for evidence of that status before providing materials.

Already a client?

For anything about a live mandate or a position, call the investment manager directly rather than using this form. The full record and version history sits in the portal.

Client login →

Share an idea. Keep it professional.

Banyantree

Governance

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