About us

 

Who we are

  • We are an investment team of global specialists with deep expertise and real-life experience managing global equity funds in the regions and sectors in which we operate.
  • As at 30 June 2021, we collectively manage more than $750 million across our strategies.
  • We apply contrasting analytical capabilities and skill to collectively identify and assess quality investment opportunities for our portfolios.
  • We are focused on the long term.
  • We value clarity and facts and communicate to you in plain language.

What we do

  • Orca Funds Management is the investment manager for the Orca Fund Series, which encompasses three global equity unit trusts Orca Global Disruption Fund, Orca Asia Fund and Orca Global Fund and two separately managed accounts.
  • Our expertise is in managing high-quality funds of global stocks across select industries and regions.
  • A rigorous research process underpins our delivery of risk-adjusted outperformance over the long term to support clients in building their wealth.

How we do it

  • Our focus is on delivering positive outcomes for investors by capitalising on the strength of our global market knowledge and experience.
  • We are diverse in thought and collaborative in process.
  • We take the time to listen and really understand our clients.

Why we do it

  • No matter the tide we constantly strive to identify quality investment opportunities for investors which can perform effectively over the long-term.
  • We offer clients the opportunity to invest globally with confidence.