We invest in the fastest growing and most loved companies in the world
Our next strategy update
We will be in contact with details of our upcoming webinar where we will provide an update on the fund and what we're finding interesting in markets right now.
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Recent Features
How Frazis doubled investors' money in 2020
Everyone has a favourite Sydney beach. For Michael Frazis, it's trendy Tamarama, where he spent Christmas. It should have been a good one.-
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May 6, 2021
For the love of growth: How Michael Frazis finds 100-baggers
It's highly likely that over the past 12 months you have become acquainted with fresh-faced portfolio manager Michael Frazis...
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Feb 24, 2020
The value investor making a fortune where others fear to tread
Sydney-based fund manager Michael Frazis says he's a value investor, but not in the conventional sense. The margin of safety, 50¢ in the dollar, Warren Buffett-way of value investing isn't his style...
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Sep 14, 2019
Value is Dead. Long Live Value
There are many ways to create value without showing after-tax profits. This is obvious to anyone with a biotech background (analysis of historic financials is no way to value a pharmaceutical company)...
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FEATURED ON
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:
- Distilling global thematics
- Following the selection criteria above
- Systematically using data to test assumptions
- 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.
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.
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.
Andrew Muston
Advisory Board
Andrew is Vice President of Investor Relations 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 and the Scots College Foundation. Andrew holds a Bachelor of Commerce from the University of Sydney.
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.
Costa Kyriacou
Analyst
Prior to Frazis, Costa worked as an accountant at HLB Mann Judd, specialising in Funds Management. He was responsible for managed investment schemes with a focus on domestic equities, global equities and fixed income products. He completed a Bachelor of Business from the University of Technology (UTS) and is a qualified Chartered Accountant (CA).
Anna Satouris
Client Relationship Manager
Anna joined Frazis Capital Partners from Westpac, where she worked on a number of key initiatives, such as Women In Leadership, and the Moon and Back program, 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.
Carolyn Kiffin
Operations Manager
Carolyn has worked in the industry for 15+ years establishing funds management businesses, most recently Airlie; as well as unit trusts, mandates, LICs & UCITS. Her roles include investment operations, client relations, BCP & IT. She has a Diploma of Financial Markets, a Diploma of Editing & Publishing & has worked as a legal editor & publisher.
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
Recent Insights
February 2023 Investment Update Dear investors and well-wishers, The fund returned 20% in January. Multiple waves of change have rippled through the tech industry over the past two decades. E-commerce, search, mobile apps, social media, SAAS, and the cloud were each revolutionary in their own way. Even the largest companies had to adapt and flourish or in many cases […]
November Investment Update Dear investors and well-wishers, The fund declined 4% in October. New positions in Crocs and ASML performed well, while much of the growth space remained weak. Companies like Shopify (-86%), Spotify (-81%), Atlassian (-75%), Salesforce (-55%), Amazon (-54%), and Google pushing to new lows, though there was some relief in recent weeks as inflation finally surprised to […]
October 2022 Investment Update Dear investors and well-wishers The fund contracted 6.3% last month (Nasdaq fell ~10%). We finished the quarter up 6%, while the Nasdaq 100 was down 4.4%, which is not much to be proud of right now, but so far we have held the May and June lows, even as major indices have pushed lower and […]
September 2022 Investment Update Dear investors and well-wishers, The fund returned -2.6% in August. I recorded several podcasts recently in a new format with covering companies like Farfetch, Adobe, NVIDIA and Twilio, available on iTunes and Spotify. Core holdings like Cloudflare, bluebird bio, Alnylam, Elastic and Farfetch announced serious progress, though in many cases the initial positive bounce reversed with […]