IPOs, funds and fixed income — three pillars of expertise delivered through disciplined wealth strategy for the Australian market.
At Foris Capital, we believe that disciplined selectivity outperforms complexity for its own sake. Our expertise is structured to help Australian investors make better decisions across the areas that matter most: listed opportunities, managed strategies and portfolio income.
We do not pursue volume. We pursue quality — in the opportunities we present, the research that underpins them, and the relationships we build around each decision.
We evaluate hundreds of opportunities to present the few that meet our rigorous criteria for risk-adjusted return and structural quality.
Every recommendation begins with downside analysis. Protecting principal is not a secondary consideration — it is the first.
Our clients receive complete visibility into methodology, fees and risk factors. We explain our reasoning, not just our conclusions.
Wealth is built over cycles, not quarters. We structure portfolios and recommendations with a multi-year perspective that transcends short-term noise.
Equity opportunities can create long-term value — but only when approached with disciplined analysis, realistic expectations and a clear understanding of risk. Foris Capital evaluates listed and pre-listing opportunities through a suitability, quality and liquidity lens.
Selective access to new listing opportunities and equity themes across Australian and global markets, filtered through a disciplined research process.
Comprehensive pre-IPO analysis covering financials, governance, competitive positioning, valuation benchmarks and risk factors — delivered before allocation decisions are required.
Post-IPO position management including lock-up period analysis, exit strategy planning and secondary market optimisation to protect gains and manage exposure.
We apply a disciplined framework to every equity opportunity — every assumption tested, every risk quantified and every position sized with intent.
Continuous monitoring of global IPO pipelines through our syndicate network to identify high-potential candidates early.
Deep-dive into financials, governance, sector positioning and valuation relative to listed peers.
Quantified downside analysis including scenario modelling across market conditions.
Securing allocation through syndicate relationships and managing the settlement process.
The discipline to say no to ninety opportunities in order to say yes to the right one — that is the foundation of our investment committee's approach.— Investment Committee, Foris Capital
The investment fund universe is vast and increasingly complex. Our role is not to offer breadth for its own sake, but to identify, evaluate and recommend the specific fund strategies that align with each client's objectives — whether that means growth-oriented equity exposure, income generation or capital preservation through alternative structures.
Carefully selected managed funds targeting durable structural themes, quality managers and clear portfolio roles for Australian investors.
Strategies focused on sustainable income generation through dividend equities, hybrid instruments and yield-oriented allocations across developed markets.
Access to alternative fund strategies including market-neutral, long/short equity and multi-strategy approaches designed to deliver returns less correlated with traditional markets.
We look beyond performance tables. Our fund evaluation process examines the structural factors that drive repeatable returns — because past performance, as every prospectus states, is not a reliable indicator of the future.
Assessing the rigour, repeatability and intellectual honesty of the manager's investment process.
Evaluating key-person risk, team tenure and alignment of incentives between manager and investor.
Understanding how the fund behaves in adverse conditions — the truest test of a strategy's resilience.
Ensuring total cost of ownership is proportionate to the genuine alpha being generated.
Fixed income remains the cornerstone of capital preservation and predictable returns. In an environment of shifting interest rates and evolving credit landscapes, our fixed income advisory provides clients with access to carefully structured bond portfolios, sovereign and corporate credit strategies, and income solutions calibrated to each investor's risk tolerance and time horizon.
Income portfolios across Australian government, investment-grade credit and selected global issuers — structured by duration, quality and role within the broader allocation.
Investment-grade and select high-yield corporate bonds, individually analysed for credit quality, covenant strength and spread compensation relative to comparable risk profiles.
Bespoke fixed income structures combining bond ladders, callable notes and credit-linked instruments to achieve specific yield targets and maturity profiles.
In fixed income, the margin between prudent and reckless is measured in basis points — not percentages. Precision matters here more than anywhere else in portfolio construction.
Understanding your specific cash flow needs, time horizons and currency requirements before selecting a single bond.
Independent bottom-up analysis of every issuer, looking beyond agency ratings to fundamental creditworthiness.
Active duration management calibrated to the interest rate environment and your specific risk parameters.
Continuous monitoring of credit events, rating changes and spread movements across every position.
Capital markets expertise is our foundation — but wealth strategy is about more than individual investments. We provide a broader strategic framework that addresses the full spectrum of our clients' financial lives, from succession planning and cross-border considerations to risk management and institutional advisory.
Structured wealth transfer frameworks designed to preserve capital across generations while respecting the tax and regulatory complexities of multi-jurisdictional family wealth.
ExploreHelping Australian investors navigate portfolio complexity with clearer structuring, better communication and disciplined coordination across their broader financial picture.
ExploreComprehensive portfolio risk assessment and mitigation strategies, including stress testing, correlation analysis and hedging frameworks tailored to each client's exposure profile.
ExploreAdvisory services tailored for family offices, foundations and institutional mandates — combining our capital markets expertise with governance frameworks appropriate for larger, more complex portfolios.
ExploreIncorporating environmental, social and governance considerations into investment selection — not as a constraint, but as a lens for identifying sustainable long-term value creation and managing emerging risks.
ExploreProprietary research, macro commentary and market updates delivered to clients on a regular basis — providing the context needed to make confident decisions in changing market conditions.
ExploreWhether you are exploring a specific IPO opportunity, seeking fund advisory or building a comprehensive wealth strategy — every conversation begins with understanding your perspective.
