Heathcote represents Fund Managers who have an aligned and focused team of investment professionals, with a rigorous approach to in-depth research.

The members of the Investment Team must be investors in their own Funds with a performance history that spans both good times and bad.

We believe that superior returns can be generated by investing with a long-term perspective and focusing on capital preservation. We are not interested in chasing fads or short-termism, with a strong emphasis on identifying a consistent and proven investment philosophy that is predictable.

This philosophy often means that we are considering capabilities at a time when the industry is distracted by ‘noise’ or marketing campaigns that are unsustainable or impractical.

Allan Gray Australia

At Allan Gray, our highly focused investment approach lets us keep things simple, including offering our investors a choice of just three funds.

APN Real Estate Securities

APN Real Estate Securities is a leading real estate investment manager that actively invests in, develops and manages real estate and real estate securities.

Capital group

Capital Group traces it’s roots back to 1931 which Jonathan Bell Lovelace founded a small investment management company in Los Angeles, California.

Castle Point Funds Management

Castle Point Funds Management is the wholly owned subsidiary of RAW Capital Partners (NZ) Limited.

Daintree Capital

As specialists in the management of absolute return income portfolios, our key focus is to offer higher returns than what is generally available through banking and other cash products.

Dundas Global Investors

Dundas Global Investors is an independent global equity investment manager based in Edinburgh.

Fairlight Asset Management

Fairlight Asset Management is a boutique firm investing exclusively in global small or mid cap equity markets.

Janus Henderson Investors

Janus Henderson Investors is a leading global active asset manager.  We exist to help clients achieve their long-term financial goals.

Maple-Brown Abbott

We specialise in the management of investment portfolios across Australian equities, Asia Pacific ex-Japan equities and global listed infrastructure securities.


At Schroders, asset management is our business and our goals are aligned with those of our clients to create long-term value.

Let’s chat

Talk to us today about how Heathcote Investment can help keep you up to date with the latest product information and invitations to a variety of proprietary events every year.