Investors
Merricks Capital Partners Fund

Investment Objective

Merricks Capital’s private credit investment strategies adapt with market conditions with the agility to move between asset classes and across cycles.

Our proprietary investment platform creates innovative portfolio construction and investment structures. Combined with our specialist trading capabilities we provide investors with access to unique and diverse opportunities across Australia & New Zealand.

Get in touch to see how the Merricks Capital Partners Fund can grow your investment

Contact

The Merricks Capital Partners Fund has generated 11.5% pa since inception (as at 30 June 2020) with low volatility and a modest risk profile across;

  • Agriculture
  • Commercial Real Estate
  • Infrastructure

Investment Process

Thematic Research

Analysis of the economy and industry trends, covering the most appropriate capital structure and asset selection

Identifying Opportunity

Opportunities are originated from a wide range of sources to establish a pool of potential investments that is diversified across location, type and structure.

Asset Research

Quality of the underlying project. Review investment metrics, levels of security, equity, collateral security, guarantees, loan-to-valuation ratios and exit strategy.

Investment Commitee

Review the Investment and assess the underlying asset values to approve the key terms and conditions of the facility detailed in the term sheet.

Term Sheet Issued

Key terms and conditions of the proposed Investment are issued.

Credit Committee

Review of the risk-adjusted returns of the project, in the context of portfolio asset allocation and asset/finance markets. Involves external advisory committee of industry experts.

Settlement

Settlement of the Investment

Investment Management

Monthly Fund Report provides performance, changes to the portfolio and an update of the Fund’s investments.

Key Contact for Merricks Capital Partners Fund

Paul Thomas

Head of Capital

Email Paul
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