Who are we
Andy Gracey is an experienced Australian/New Zealand public markets superannuation/managed funds professional investor. https://www.linkedin.com/in/andy-gracey-047a372/
Managed an Australian shares all cap strategy for over 16 years between 1 April 2008 and 30 September 2024 generating an annualised gross of fees return of 12.2% vs an S&P/ASX300 return of 7.1% (circa $2B FUM).
Managed an Australian shares small cap fund from 1 July 2015 to 31 August 2025 generating an annualised wholesale return of 13.4% p.a. outperforming its ASX/S&P Small Industrials benchmark of 7.8% p.a (circa $300M FUM).
Strong public markets funds management performance track record, with a focus on small/microcap domestic companies.
Long term relationship builder.
Focus on healthcare, technology, product/brand companies.
