Experienced Principals,

Proven Capabilities

Our four Managing Partners bring over 70 years of collective experience across international capital markets, acquisitions and asset management, having participated in more than NZD $18 billion of real asset debt and equity transactions. The principals’ existing vertically integrated operating platform manages over NZD $600 million across more than 90 assets throughout New Zealand, with in-house capabilities spanning deal origination, underwriting, development, securing anchor customers, asset management and financial reporting. This combination of institutional investment expertise and hands-on operational experience enables the Fund to identify opportunities, execute value-add strategies and manage investments throughout their lifecycle, targeting attractive risk-adjusted returns.


Diversified Experience Across Multiple Asset Classes

Southern Cross Fund's Principals bring extensive experience across a wide range of real assets and infrastructure. This diversified expertise enables the firm to evaluate, structure, and execute opportunities across multiple investment strategies and market cycles.

Relevant asset class experience includes

  • Hospitality and hotels

  • Aged care and retirement villages

  • Digital infrastructure

  • Industrial infrastructure and logistics

The investment mandate of the Fund is established by the Fund’s Statement of Investment Policy and Objectives (SIPO) which is available upon request. The principals also have investment experience in sectors outside the Fund’s mandate.