Invest with us

Our investment philosophy

The origins of our investment philosophy are sourced from the investment ideals of Benjamin Graham, Warren Buffet and other renowned value investors. Though the value investing philosophy is synonymous with investing in the stock market, the founding principles such as “Margin of Safety”, “Security of Capital”, and “Price Vs Value” are principles that can be applied to any investment class.

We are particularly careful when it comes to the application of investment capital. We stick to our specialty where we hold a strategic advantage – private real estate investment and private business investment.

Our investment philosophy borrows heavily from the value investing mantra:

Understand what drives the investment return
Ensure sufficient margins of safety for the security of capital
Don’t believe the Risk/Reward fallacy

In simple terms we stick with investment classes that we know and understand especially when it comes to the risks and the numbers. We structure our investments to achieve the highest level of capital security possible, and we seek opportunities that satisfy our low risk / high return* requirements.

*Read more about the risk vs reward fallacy here.

Our funds

Real Estate Equity Fund

The ISG Real Estate Equity Fund (The Fund) is designed to provide investors with the access and opportunity to participate in property projects in a risk mitigated way. The Fund’s objective is to deliver returns to investors by identifying and participating in suitably vetted real estate projects and transactions that have well-defined risk factors with known mitigants. The Fund seeks to deliver to investors investment opportunities that exhibit a risk mitigated downside with a potentially enhanced upside.

Private Access Fund

The ISG Private Access Fund is designed to provide investors with access to unlisted public and private company investments in a risk mitigated way. The Fund obtains its returns by pursuing a range of investment strategies in the non-listed company sector in Australia and New Zealand. The Fund’s Investment Committee will allocate investment funds to experienced domain experts (Asset Managers), who have a track record of management and return success in their specific sector.

What value do we add to your investment journey?

There are certain reasons why an investor would entertain the use of ISG as a fund manager.

Common reasons are detailed below:

Access

Some investments aren’t available to the general public. ISG has developed a vast network of deal opportunity sources over the last decade. ISG is often the first to be advised of new upcoming investments which puts ISG investors in the box seat to receive off market offers exclusively crafted for ISG’s participation. For most investors developing such relationships is beyond their time and skill capabilities.

Portfolio Diversification

Some investments are simply beyond the purse of the single investor. Even if an investment into a single transaction could be executed some positions would represent a large percent of available capital, for the investor, which would increase concentration risks within their portfolio. ISG enables investors to access multiple investment opportunities in a diversified way which reduces portfolio concentration risks. All ISG investment opportunities are undertaken within its own special purpose structures therefore quarantining the potential of negative outcomes and contagion effects.

Expertise

Some investors may lack the technical capabilities to assess, structure, and manage a commercial transaction / investment in the private sector. ISG as deep knowledge and experience in structuring and negotiating private sector transactions and has mature systems and processes for managing the investment lifecycle.

Time

Most of us have busy personal and work lives. Investors are time poor which may prevent them from undertaking a full investment and due diligence analysis of investment opportunities that they are presented with. ISG does this on the investors behalf saving the investor both time and money.

Peace of mind

For some investors the mental ups and downs of dealing with the gyrations of direct exposure to the stock market or other asset classes is too much. ISG offers these investors with a “Safe Space” between them and Mr “Market”.

Testimonials

ISG is a wonderful source of deals and return alpha.

Our expert team

Ben Godfrey

CEO & Co-Founder

Ben Godfrey is a trusted and dynamic Executive Director, Non Executive Director, Investment Director and... View profile

Maree Hawcroft

Co-Founder & Chief Operating Officer

Maree has 10 years corporate experience working with several high-profile organization. Maree is ISG’s... View profile

Grant Harrison

Non-Executive director

Mr Harrison has had a career in banking and finance spanning 30 years. His career started with ... View profile

Naomi Davidson

Compliance Officer

Naomi has over ten years experience working for leading global investment banking, securities and investment... View profile

Robert McArdle

In-House Legal Counsel

He has 19 years experience in legal practice at some of Australia’s largest law firms prior to joining ISG In-house... View profile

Talk to an expert

Learn more about investments with ISG and how we can meet your investment need, talk to our expert team

ISG Funds Management is a family-run, independent funds manager that focusses on you with access to private sector project and company investments in a safe and regulated way.

ISG Financial Services Limited (ACN 114 733 569) T/A ISG Funds Management is the holder of the Australian Financial Services Licence no. 290328. It is the Responsible Entity for the ISG Real Estate Equity Fund (ARSN 618 548 780) and the ISG Private Alternatives Fund (ARSN ). Though ISG is licensed by the Australian Securities and Investment Commission (ASIC), you should be aware that ASIC neither endorses, supports nor approves of any information, claims, products or services provided by ISG and/or its agents or representatives.

General Advice – Any advice provided by ISG is limited to general financial product advice which we provide, for example, in our offer documents, investment newsletters, investor reports and website material. This information generally relates to offer features, investment opportunities, managing risk and return, property market commentaries and/or general economic overviews. ISG does not provide personal financial product advice to retail clients. Before you make any investment decision, we recommend that you obtain advice tailored to address your individual objectives, financial situation and needs from a licensed professional financial adviser.

Privacy Disclaimer – A copy of ISG’s privacy policy is available by visiting the privacy policy or on request from our Investor Services team.

Future Profits Disclaimer – Past performance does not guarantee future performance. There can be no guarantee the assumptions and contingencies on which the forward looking statements, opinions and estimates are based will ultimately prove to be valid or accurate. The forward looking statements, opinions and estimates depend on various factors, many of which are outside the control of ISG.

S734 Restrictions on Advertising & Publicity – The information shared on the website is not a direct or indirect offer made by ISG and/or its agents or representatives. If you are interested in finding out more information about an offer, please click on the request a call button and one of the ISG authorised representatives will contact you. They will provide you a copy of the relevant disclosure document and application form. All details of an offer, including fees and other costs that are associated with investing in an offer, are contained in the disclosure document. To apply to invest in an offer, you will need to complete an application form.