Forbes in Focus with Chris Andrews
Our CEO, Chris Andrews, recently joined Forbes Editor-in-Chief Sarah O’Carroll for Forbes In Focus – The Business of Conviction series.
Our CEO, Chris Andrews, recently joined Forbes Editor-in-Chief Sarah O’Carroll for Forbes In Focus – The Business of Conviction series.
La Trobe Financial is pleased to announce that the La Trobe Private Credit Fund (ASX: LF1) is now available on the ASX.
Our CEO, Chris Andrews, featured in The Australian Financial Review’s Chanticleer, sharing our long-term strategy to grow AUM from $20 billion to $55 billion by 2030.
A Note from our Chief Investment Officer, Chris Paton.
We write to notify you that we have received a notice from ASIC alleging deficiencies in the Target Market Determinations that apply to some of our investment products (the 12 Month Term Account, the 2 Year Account and USPC Fund Class B).
The fundamental tenets of creating investment products are simple: Start with quality assets which align to stated investment objectives. House these assets within an appropriate structure. Manage the assets in an open, transparent way with experienced professionals acting as careful stewards of investor capital.
For more than 35 years, traversing moments of great market volatility, La Trobe Financial’s portfolio accounts have consistently generated low volatility investment returns. And the volatility in markets throughout recent months serves as yet another reminder of the value of these investments: These are exactly the moments investments like ours are created for.
When a label no longer reflects a consistent underlying reality, it stops being useful. “Private credit” has reached that point. The term covers such a wide range of strategies that it often hides more than it explains.
The backbone of the U.S. economy isn’t Wall Street – it’s the 200,000-plus middle market companies quietly driving one-third of American jobs and 40% of its GDP. These businesses form the engine room of American growth, and now investors can tap directly into their momentum.
Most assume their existing super fund will take care of everything, and for many, that’s exactly what happens. They leave their money where it is. But is that the best strategy for reliable income and risk-adjusted returns in retirement? Evidence suggests otherwise.
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