Fund Management & Oversight

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Alex has been actively investing for over two decades, building extensive experience across equities and market indices. Known for honesty, integrity, and valuing personal reputation, Alex brings a disciplined, hands-on approach to portfolio management. As Fund Manager, Alex oversees allocation, risk management, and execution of the fund’s strategy. While not holding an AFSL, all operations are conducted through a licensed corporate trustee.

A licensed corporate trustee will legally hold fund assets on trust and ensure compliance, governance, and reporting obligations are met. Examples under consideration include Boutique Capital and The SILC Group.

• Regulatory Compliance: Ensures ASIC requirements are met

• Investor Protection: Safeguards assets in investors’ best interests

• Governance & Reporting: Independent oversight and transparent reporting

• Operational Support: Administration, unit registry, and investor communications

This structure provides investors with confidence in both operational integrity and regulatory compliance.