Mason Stevens Limited
Overview
Mason Stevens Limited is an Australian financial services firm specializing in investment management and advisory services. The company provides a comprehensive range of investment solutions, including managed accounts, multi-asset investment strategies, and outsourced chief investment officer (OCIO) services, catering to the needs of financial advisers and their clients. Established in 2010, Mason Stevens has grown to manage approximately A$7 billion in funds under administration and management, with offices in Sydney and Melbourne. The firm's investment approach is characterized by a focus on delivering tailored solutions that align with clients' specific investment objectives and risk profiles. Mason Stevens offers a diverse array of asset classes, encompassing fixed income, equities, alternatives, real estate, private equity, infrastructure, hedge funds, commodities, ESG and impact investing, and cryptocurrencies. This broad investment spectrum enables the firm to construct portfolios that are both diversified and responsive to evolving market conditions. Mason Stevens' investment philosophy emphasizes a disciplined and research-driven process, aiming to achieve consistent, long-term performance for its clients. The firm is committed to maintaining high standards of transparency and governance, ensuring that clients are well-informed and confident in the management of their investments. By leveraging its extensive industry experience and expertise, Mason Stevens continues to serve as a trusted partner for financial advisers and investors seeking comprehensive and customized investment solutions.
Investment Focus
- Accredited investors only
- Compliance with Australian financial regulations
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Mason Stevens Limited
What sectors does Mason Stevens Limited invest in?
Mason Stevens Limited invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in New South Wales, Australia. Mason Stevens Limited is listed as a institutional investor in the ConnectSafely investor database.
What stage does Mason Stevens Limited invest at?
Mason Stevens Limited backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Mason Stevens Limited invest in?
Mason Stevens Limited invests across United States, United Kingdom, Canada, Germany, Japan and Australia.
What companies has Mason Stevens Limited invested in?
Mason Stevens Limited's portfolio includes Transurban Group, CSL Limited, Macquarie Group, Scentre Group, Goodman Group, BHP Group, Commonwealth Bank of Australia and Westpac Banking Corporation.
Last updated · Source: ConnectSafely investor database
