We invest in the fastest growing and most loved companies in the world

Specialist in ultra-high growth companies in technology and the life sciences

August Strategy Update!

Join our webinar on the 28th August 2021 at 11 AM UTC +10:00 and learn from Michael Frazis about what's new with the Frazis Capital Partners fund.

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OUR FRAMEWORK

We invest in companies with true customer love and explosive growth. We focus on winners only.

What we look for

We invest in leading innovative growth companies around the world. We specifically focus on companies with intense customer love and explosive growth.

Our investments are nestled within highly innovative industries leading global growth, such as life sciences, renewable energy, software and the broader technology sector.

Unique Investment Methodology

Our approach is dramatically different from traditional value methods. We study long term structural trends and break down what they mean for economies, industries, and companies. We do this by:

  1. Distilling global thematics
  2. Following the selection criteria above
  3. Systematically using data to test assumptions
  4. Investing after extensive due diligence

At Frazis Capital Partners, the company starts its investment with the customer love rather than with "financials”.

Reason being: we focus on testing customer love/devotion regularly and consistently as it drives the future of a company from the foundations. This is a great indication of positive future share prices; as demonstrated in our portfolio.

How is customer love measured?- through KPI's involved wth explosive growth: revenue, gross profits, spend per unit and other similar metrics. This supports our decisions to buy new positions and how we sell positions within the company.

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Our growth philosophy is centred around investments that must be firing on all cylinders. We analyse key data and interrogate company reporting to ensure that each business we invest in are growing at a rapid pace. In essence, we search for businesses growing organically through strong sales growth. This metric combined with intense customer love demonstrates a business with no signs of slowing down. Together through rigorously researching these indicators we continue to find many winners that generate large investor returns.

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Meet the Team

Michael Frazis

Portfolio Manager, Managing Partner

Prior to founding the firm, Michael spent five years in private equity in London, after completing internships in Goldman Sachs Special Situations Group and the Boston Consulting Group. Michael read Chemistry at Oxford University, and has a Masters of Finance from the London School of Economics.

David Birbeck

Advisor, Investment Committee

Director David Birkbeck is CFO of Tanarra Capital, a partner and investor in our fund. Tanarra Capital is a ~$1.7 billion institutional asset management firm, with investments across private equity, public markets, credit, and venture capital.

Anna Satouris

Client Relationship Manager

Anna oversees client relations for the fund. Anna joined Frazis Capital Partners from Westpac, where she worked on a number of key programs, such as the Women In Leadership Initiative, and the Moon and Back Initiative, spearheading corporate agendas and targets such as equality in the workplace and improving employee engagement. Prior to Westpac she worked as an HR consultant for BT Financial Group.

Joel Tomaino

Senior Analyst

Prior to joining Frazis Capital Partners, Joel worked as an Investment Analyst at Alium Capital who run a global long/short equities fund and a cross-over fund with listed and private equity investments focusing on technology & innovation.

Robert Stretch, MD

Advisor (Life Sciences)

Dr. Robert Stretch is a specialist in Pulmonary, Critical Care & Sleep Medicine, and advises the firm on matters relating to the life sciences. After graduating from Yale School of Medicine in 2014, Rob completed subspecialty training at BIDMC in Boston and UCLA Medical Center in Los Angeles.

Irene De Leon

Client Relationship Manager

Irene has worked in Funds Management for over 10 years. Prior to joining the group, she worked as an Operations Analyst at Airlie Funds Management where her experience ranges from Operations, Compliance and Investor Relations. Previous to this, Irene worked at RBC Investors Services as an Analyst specialising in confirming NAV fund valuations, focusing on aspects such as asset prices, corporate actions, trades and returns. As a graduate Irene entered Finance as a Unit Pricing Analyst with AMP Life in 2007.
She has completed a Bachelor of Commerce in Accounting and Applied Finance at Macquarie University and completed further qualifications as a CPA.

Carolyn Kiffin

Operations Manager

Carolyn has worked in Fund Management for over 20 years. Prior to joining Frazis, Carolyn worked with the management team at Airlie Funds Management to establish the business, her responsibilities included establishing the Airlie managed funds and Airlie’s internal processes and procedures. Carolyn was also responsible for investor communications, business continuity and IT. Carolyn also spent several years at Treasury Group, part of the team incubating new boutique funds management businesses and was also responsible for the operations of Premium Investment Services (LIC) as well as the Dublin-based UCITS fund operated by TRG. Carolyn had previously held several operations management roles at boutique fund managers, as well as being an editor and assistant publisher at Thomson Legal & Regulatory. Carolyn has a Diploma of Financial Markets and a Diploma of Editing and Publishing.

Costa Kyriacou

Analyst

Costa joined Frazis Capital Partners in April 2021. Prior to this, Costa worked as a senior accountant at HLB Mann Judd for 7 years, specialising in Funds Management and Tax. He was responsible for tax and accounting for managed investment schemes with a focus on domestic equities, global equities and fixed income products.
Costa completed his Bachelor of Business from the University of Technology, Sydney (UTS) and is a qualified Chartered Accountant (CA).

Andrew Muston

Advisory Board

Andrew is the Head of Wholesale and Family Office Distribution at Roc Partners. Prior to joining Roc Partners, Andrew held capital raising roles at Contango Asset Management, QVG Capital and Totus Capital. Andrew serves on the board of the National Art School, Scots College Foundation, Evolution of the Foundation Committee for St Vincent’s Curran Foundation and Atelier Advisory Council for the Art Gallery of NSW. Andrew holds a Bachelor of Commerce from the University of Sydney.

Michael Frazis talking about our current strategy and why companies with intense customer love, explosive growth, and market leadership perform so well.

Frazis Capital Podcast

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The information in this website has been prepared and issued by Frazis Capital Partners Pty Ltd ABN 16 625 521 986 as a corporate authorised representative (CAR No. 1263393) of Frazis Capital Management Pty Ltd

RECENT EPISODES

Recent Insights

July 2021 Investment Update Dear investors and well-wishers, The fund returned +14.3% net in June, bringing our calendar year-to-date performance to 16% and our FY2021 return to 93% net, and over 31% net annualised since inception. FY21 Review There were three key moments of FY21. The first was right at the beginning, on 1 July. The market had rallied […]
 June 2021 Investment Update Dear investors and well-wishers, The fund contracted -4.0% in May taking us to +1.5% for the calendar year-to-date and a net IRR of 26% per annum. While we are well off our peak in February, we have had a strong start to June and are ahead of where we were at the start of May. […]
May 2021 Investment Update Dear investors and well-wishers, The fund advanced +1.2% in April taking us to +5.7% net for the calendar year-to-date and a net IRR since inception of 29% per annum, and +75% net for the financial year-to-date.
March 2021 Investment Update Dear investors and well-wishers, The fund contracted -9.1% in March taking us to +4% net for calendar 2021, +74% net for the financial year-to-date and +188% net over the last 12 months.
SALT interview with Rachel Pether Hello all, I recorded the interview above with Rachel Pether from SALT (the alternative investment conference/forum founded by Anthony Scaramucci).
February Strategy Update Dear investors and well-wishers, We recorded a strategy update with topics and timestamps below, and are now accepting applications on a weekly basis.
October Strategy Update Timestamps 1:00 - Our investment framework 2:30 - Why you can't afford to ignore these companies 4:18 - Question 1: How high...
May 2020: Strategy update Dear investors and well-wishers, In April the fund advanced +24.9% taking us to -5.8% for the calendar year-to-date. Over that period the...