We invest in companies with two characteristics:
1. Intense customer love, and
2. Explosive growth.
These include the next generation of leaders in across renewable energy, digital health, the life sciences, online retail, software, and entertainment.
Our framework (love and explosive growth) allows us to systematically identify these opportunities early.
Latest Investor Letters and Articles
Portfolio Manager, Managing Partner
Prior to founding the firm, Michael spent five years in private equity in London, after completing internships in Goldman Sachs Special Situations Group and the Boston Consulting Group. Michael read Chemistry at Oxford University, and has a Masters of Finance from the London School of Economics.
At Oxford, Michael’s research focused on the scale-up of enzyme-catalyzed fuel cells in the same laboratory that pioneered lithium batteries. Michael came first in Australia in the 2006 Chemistry Olympiad.
Director, Investment Committee
Director David Birkbeck is CFO of Tanarra Capital, a partner and investor in our fund. Tanarra Capital is a ~$1.7 billion institutional asset management firm, with investments across private equity, public markets, credit, and venture capital.
David has set up multiple financial institutions across a distinguished career in investment banking, private equity and funds management, and we are fortunate to have the benefit of his experience and expertise.
Prior to joining Frazis Capital Partners, Joel worked as an Investment Analyst at Alium Capital who run a global long/short equities fund and a cross-over fund with listed and private equity investments focusing on technology & innovation. Previous to this, Joel worked in the Corporate Advisory team at Evans and Partners on debt and equity transactions. Joel completed a Bachelor of Commerce from Monash University and has completed his Chartered Financial Analyst Level 1 accreditation.
Prior to joining Frazis, Carolyn worked with the management team at Airlie Funds Management to establish the business. Her responsibilities included negotiating contracts with major service providers while establishing the Airlie managed funds and creating the internal processes and procedures. Carolyn was also responsible for investor communications, business continuity
Prior to this Carolyn spent several years at Treasury Group as part of the team incubating new boutique funds management businesses and was also responsible for the operations of Premium Investment Services Carolyn was an editor and assistant publisher at Thomson Legal Regulatory Carolyn has a Diploma of Financial Markets and a Diploma of Editing and Publishing.
Robert Stretch, MD
Dr. Robert Stretch is a specialist in Pulmonary, Critical Care & Sleep Medicine, and advises the firm on matters relating to the life sciences.
After graduating from Yale School of Medicine in 2014, Rob completed subspecialty training at BIDMC in Boston and UCLA Medical Center in Los Angeles.
Rob is board-certified by the American Board of Internal Medicine (ABIM). Through his firm AURUS Medical Group and in partnership with TeleICU service provider RemoteICU, Rob provides critical care support to U.S. hospitals from Sydney, Australia.
Client Relationship Manager
Anna oversees client relations for the fund.
Anna joined Frazis Capital Partners from Westpac, where she worked on a number of key programs, such as the Women In Leadership Initiative, and the Moon and Back Initiative, spearheading corporate agendas and targets such as equality in the workplace and improving employee engagement. Prior to Westpac she worked as an HR consultant for BT Financial Group.
Anna has a Bachelor of Commerce from Notre Dame.
Prior to joining the group, Costa worked as a senior accountant at HLB Mann Judd for 7 years, specialising in Funds Management and Tax. He was responsible for tax and accounting for managed investment schemes with a focus on domestic equities, global equities and fixed income products.
Costa completed his Bachelor of Business from the University of Technology, Sydney (UTS) and is a qualified Chartered Accountant (CA).