Our investment window may be short or long term and we are able to adopt a variety of different strategies depending upon investment criteria, and the prevailing market conditions. 

We offer investment mandates for an open or fixed term, with specific investment objectives.  Once these objectives have been met, or at the end of the term, we return investor funds, or re-invest if appropriate.

Compound Capital invests for clients and as principal. 

What Is the IM 500 Series Investment?

The IM 500 Series Investment are individual mandated investment portfolios selected by Compound Capital. The IM 500 Series are held for durations from 1 to 5 years and investors can fund 100% of the investment through a capital protected loan offered by Compound Capital.

The objective of the IM 500 Series investment is build investors’ wealth through the principles of leverage, compounding returns and capital protection from an investment in a basket of the highest quality Australian Shares.

This product allows investors to receive all the dividends and capital growth from the basket of shares that is fully financed, without any risk of capital loss on the funds borrowed over a 5 year term.

Protected Portfolio Investment

What Is the Protected Portfolio Investment?

The Protected Portfolio Investments are individually mandated investment portfolios currently held by the investor. Typically investors portfolios have started out as a margin loan investment or direct equity investment where the investor wishes to remove the risk of margin calls or minimise capital downside on a pre- existing direct share portfolio.

The objective of the Protected Portfolio Investment is to restructure an investor’s existing portfolio to remove any margin call risk, release cash without incurring capital gains tax and build wealth through the principles of leverage, compounding returns and capital protection from share investments.

High Yield Generator

What Is the Compound Capital High Yield Generator?

The Compound Capital Hi Yield Generator is an investment that that is designed to generate a yield anticipated to be substantially higher than the mid swap money market rate over an investment horizon of up to five years. The maturity value of the investment is anticipated to be the initial outlay with the potential for some variation driven by some market exposure to the equities market.

The objective of the Compound Capital High Yield Generator is to provide investors with a higher level of income distribution than compared to bank term deposits over a given timeframe, with low equity risk exposure..

Capital Protected Equity Participator

What Is the Capital Protected Equity Participator?

The Capital Protected Equity Participator is an investment that that is designed to give invested a percentage of equity upside and a nominated investment yield with capital protection for a time frame of up to seven years. The maturity value of the investment is anticipated to be 100% of the initial outlay plus the nominated level of participation in equity growth plus the accumulated coupons. The invested capital has a moderate level of market exposure to the market value of each stock marking up the underlying basket.

The objective of the Capital Protected Equity Participator is to provide investors with a exposure to the equity market with full capital protection with the addition an income stream for the nominated timeframe.

Compound Capital Multi Strategy Fund

What Is the Compound Capital Multi Strategy Fund?

The Compound Capital Multi Strategy Fund is an open ended unlisted trust that combines a number of absolute return strategies to provide capital protected returns to investors. Typically investors are mostly institutional investors, private wealth managers and financial planners.

Investors in the Compound Capital Multi Strategy Fund have a time frame of 3 to 5 years duration. Investors may invest directly or finance their investment through a 100% capital protected loan offered by Compound Capital. Investors who invest directly can lock in a capital guarantee if they hold their investment for the full term and also have the potential to lock in capital profits at intervals along the way.

The objective of the Compound Capital Multi Strategy Fund is to provide investors strong capital growth and income distributions from a combination of absolute return strategies based on principles of leverage, investment arbitrage, compounding returns and capital protection on your investments.

What Is the IM 500 Series Investment?

The IM 500 Series Investment are individual mandated investment portfolios selected by Compound Capital. The IM 500 Series are held for durations from 1 to 5 years and investors can fund 100% of the investment through a capital protected loan offered by Compound Capital.

The objective of the IM 500 Series investment is build investors’ wealth through the principles of leverage, compounding returns and capital protection from an investment in a basket of the highest quality Australian Shares.

This product allows investors to receive all the dividends and capital growth from the basket of shares that is fully financed, without any risk of capital loss on the funds borrowed over a 5 year term.

Protected Portfolio Investment

What Is the Protected Portfolio Investment?

The Protected Portfolio Investments are individually mandated investment portfolios currently held by the investor. Typically investors portfolios have started out as a margin loan investment or direct equity investment where the investor wishes to remove the risk of margin calls or minimise capital downside on a pre- existing direct share portfolio.

The objective of the Protected Portfolio Investment is to restructure an investor’s existing portfolio to remove any margin call risk, release cash without incurring capital gains tax and build wealth through the principles of leverage, compounding returns and capital protection from share investments.

High Yield Generator

What Is the Compound Capital High Yield Generator?

The Compound Capital Hi Yield Generator is an investment that that is designed to generate a yield anticipated to be substantially higher than the mid swap money market rate over an investment horizon of up to five years. The maturity value of the investment is anticipated to be the initial outlay with the potential for some variation driven by some market exposure to the equities market.

The objective of the Compound Capital High Yield Generator is to provide investors with a higher level of income distribution than compared to bank term deposits over a given timeframe, with low equity risk exposure..

Capital Protected Equity Participator

What Is the Capital Protected Equity Participator?

The Capital Protected Equity Participator is an investment that that is designed to give invested a percentage of equity upside and a nominated investment yield with capital protection for a time frame of up to seven years. The maturity value of the investment is anticipated to be 100% of the initial outlay plus the nominated level of participation in equity growth plus the accumulated coupons. The invested capital has a moderate level of market exposure to the market value of each stock marking up the underlying basket.

The objective of the Capital Protected Equity Participator is to provide investors with a exposure to the equity market with full capital protection with the addition an income stream for the nominated timeframe.

Compound Capital Multi Strategy Fund

What Is the Compound Capital Multi Strategy Fund?

The Compound Capital Multi Strategy Fund is an open ended unlisted trust that combines a number of absolute return strategies to provide capital protected returns to investors. Typically investors are mostly institutional investors, private wealth managers and financial planners.

Investors in the Compound Capital Multi Strategy Fund have a time frame of 3 to 5 years duration. Investors may invest directly or finance their investment through a 100% capital protected loan offered by Compound Capital. Investors who invest directly can lock in a capital guarantee if they hold their investment for the full term and also have the potential to lock in capital profits at intervals along the way.

The objective of the Compound Capital Multi Strategy Fund is to provide investors strong capital growth and income distributions from a combination of absolute return strategies based on principles of leverage, investment arbitrage, compounding returns and capital protection on your investments.

We seek to adjust our particular strategy to suit specific market conditions and as such we are not a single strategy investment manager.

We strive to achieve superior returns in each asset class, and we do not benchmark using traditional methods.

Our Business Principles

Integrity and transparency builds trust.  We see our relationships as partnerships with individuals and corporations, seeking to achieve a common goal.  These are not platitudes!

As a wholesale investment manager, our investment management services and strategies are provided to clients who satisfy the wholesale investor test. Our clients and counterparties cover institutional investors, professional investors, wealth managers, and high net worth individuals.

Individuals

Our offering caters for direct investment by individuals, and we focus on absolute returns, capital preservation, cost, and efficient investment structures.  Our platform provides investors with direct participation, and we use highly rated third parties whenever possible, for custody of the assets.

Our core expertise is the development of new investment and fund offerings within reasonable risk parameters.  We are involved in the fixed interest, foreign exchange, equities and commodity markets.

Institutions and Corporates

We consult to and provide investments offerings to these companies.

The attractions for them include: market access, risk management, execution expertise, and investment opportunities.

Principal

We invest as principal.

The information in this website is prepared as a guide to Compound Capital Pty Ltd (Compound Capital) and the investment management services and products that it provides. The information in this website is subject to change without notice and investment products may be closed to new investors without notice. While all reasonable effort has been taken to ensure the accuracy of information contained on this website, neither Compound Capital, or its directors, officers and employees or any other person associated in the preparation of this website take any responsibility for any errors, omissions or inaccuracy of the information on this website.

The information on this website is only general in nature and is not financial product advice. Should you require financial product advice, Compound Capital recommends that you do not undertake an investment in Compound Capital’s products without coming through the appropriate investment channels and obtaining advice from your licensed wealth management adviser, or financial planning or stockbroking professional. Neither Compound Capital or its directors, officers and employees or any other person associated with the preparation of this website take any responsibility for any actions that you may take based on the information in this website.

This information on this website is prepared for Australian residents and institutions that are regulated under Australian Law.

The information in this website is a not a solicitation to persons in the United States or any other jurisdiction where it would be unlawful to solicit or carry on business without complying with the legal and regulatory requirements of that jurisdiction.

The content of this website is copyright and is the sole property of Compound Capital. The information may not be reproduced in part or in whole whether electronically, print or by other means for any commercial purpose without first obtaining the permission of Compound Capital.

Compound Capital Pty Ltd (ACN 114 194 862) is an absolute return investment manager operating under a financial services licence (AFSL 290981), that is regulated by the Australian Securities and Investments Commission.

Compound Capital is independently owned and managed by its two principals John Woodrow and John Mosse.

John Woodrow

John Woodrow has worked in both Australia and Hong Kong as Head of Equity Derivatives, and as Managing Director of Asian Trading, for various global investment banks.  He has 24 years experience in the financial markets with a focus on trading and risk management.  John is the founding principal.

Qualifications: BAgEc, Dip. Financial Markets.

John Mosse

John Mosse has worked in Australia and Europe in mergers and acquisitions, foreign exchange, fixed interest, treasury and the equity markets.  The last 11 years were in Sydney with a global investment bank as Managing Director, Head of Equity Derivatives, and Alternative Assets.  He has 25 years experience in the financial markets with a focus on structuring & sales, risk management, and equity capital markets/investment banking transactions.

Qualifications: BFA, ACA, CFTP, FTA.