First Samuel Limited
Overview
First Samuel Limited is an Australian private investment firm specializing in wealth management and financial advisory services. The firm offers individually managed portfolios tailored to meet clients' unique financial circumstances, objectives, and needs. Their investment approach emphasizes direct investments, minimizing the use of managed funds, and focuses on creating bespoke portfolios that align with clients' values and preferences. The firm's investment strategy encompasses a diverse range of asset classes, including equity, fixed income, and alternative investments. They target various stages of investment, such as growth, late stage, pre-IPO, and buyout opportunities. First Samuel Limited primarily focuses on the Australian market, investing across multiple industries, including technology, healthcare, financial services, consumer goods, energy, real estate, telecommunications, utilities, materials, industrials, consumer services, basic materials, consumer non-durables, consumer durables, and capital goods. With a history dating back to 1999, First Samuel Limited has navigated various financial events, including the Tech-Wreck, the Second Gulf War, economic downturns, the 9/11 attacks, the Global Financial Crisis, and the COVID-19 pandemic. Throughout these challenges, the firm has maintained its core values, focusing on providing individual, indispensable, and enduring relationships that create, manage, and protect wealth for its clients.
Investment Focus
- Focus on Australian market
- Preference for direct investments over managed funds
- Alignment with clients' values and investment preferences
Portfolio Companies
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Unlock full contacts →Frequently asked questions about First Samuel Limited
What sectors does First Samuel Limited invest in?
First Samuel Limited invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Victoria, Australia. First Samuel Limited is listed as a private investment firm in the ConnectSafely investor database.
What stage does First Samuel Limited invest at?
First Samuel Limited backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does First Samuel Limited invest in?
First Samuel Limited invests across Australia.
Who are the partners at First Samuel Limited?
Team members listed for First Samuel Limited include Anthony Starkins (Founder & Executive Director) and Craig Shepherd (Chief Investment Officer).
What companies has First Samuel Limited invested in?
First Samuel Limited's portfolio includes CSL Limited, Macquarie Group, ResMed, Scentre Group, Sonic Healthcare, Goodman Group, Crown Resorts and BHP Group.
How do I contact First Samuel Limited?
First Samuel Limited's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
