Renewable energy, batteries, childcare, NDIS & private equity | Cameron Brownjohn
If you’re an investor familiar with private equity or this is your first time exploring this asset class, then I think you are really going to benefit from Cameron’s experience and insights.
In today’s ROCast Murdoch speaks with Cameron Brownjohn the CEO at Federation Asset Management about investing in mid-tier Australian private equity.
Federation has roughly $2 billion of funds under management, in which institutional investors such as Blackrock, KKR, Goldman Sachs, Suncorp, Hesta, family offices and more, comprise of roughly 85%, whilst the remaining 15% is wealth management investors.
Cameron unpacks some of their investments such as they have Australia’s 3rd largest childcare REIT, a disability housing REIT, one of Australia’s largest batteries, wind farms, financing businesses targeting ageing population, mid-market private equity as a whole and we discuss whether nuclear energy is a viable solution for Australia.
The institutional business has been targeting a return on investment, per asset of 60% for the life of the asset, whilst the Federation Alternative Invest Fund II for both Wholesale & Retail has averaged 17% over the past 12 months as of time of recording.
Hope you enjoy.
You can reach me at mgatti@ywm.com.au
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