Overview
Advisory Business and Ownership
Antipodes Partners Limited (“Antipodes”, the “Firm”) is a company limited by shares
incorporated in Australia on November 14th, 2014, and acts as the investment manager or
investment adviser to a number of private investment vehicles consisting of pooled investment
vehicles (the “Funds”), collective investment trusts (the “CITs”) and separately managed
accounts (the “SMAs”). The Funds, CITs and SMAs will collectively be referred to as the
“Products” or “Clients” in the Form ADV Part 2A. The Firm is owned by Antipodes Partners
Holdings PTY LTD which is beneficially owned by Perpetual Corporate Trust, Erintom PTY
Limited, Antipodes EST PTY LTD, and Pinnacle Investment Management Limited. Antipodes is
currently controlled by Antipodes Partners Holdings PTY LTD, Jacob William Mitchell and
Andrew Findlay.
Services Offered
The principal activity of Antipodes is to provide discretionary investment management
services including investment advisory services, specializing in long short and long only
global equity investments.
The Firm provides investment management services based on specific investment objectives
and strategies. The Products offering documents (as amended and supplemented from time to
time) set forth the investment guidelines
and/or the types of investments in which the assets
of the Products may invest.
Ability to Tailor Services and Impose Restrictions
The investment objectives and strategy for the Products are described in the relevant offering
documents. Antipodes provides investment management services based on the specific
investment objectives and strategies and not individually to investors (the “Investors”). Since
the Firm does not provide tailored advice to Investors, such investors should consider
whether the investment strategies are in line with their risk tolerance. The Products may from
time to time enter into side letter agreements or other similar agreements (“Side Letters”)
providing investors with additional and/or different rights and benefits. Directors may also
reduce the minimum subscription amounts in consultations with the Firm, subject to
requirements by applicable laws.
Client Assets
As of September 1st, 2023, Antipodes had approximately USD $6,800,000,000 of regulatory
assets under management on a discretionary basis.
The performance of the Funds and CITs will be reported, fees will be calculated, and all
subscriptions and redemptions will be transacted, in US dollars (US$).
Base currency of the SMA portfolios can be in currencies other than US dollars.