Samuel Terry Asset Management

Established in 2004, Samuel Terry Asset Management is a boutique investment management firm based in Sydney, Australia. The firm specializes in managing the Samuel Terry Absolute Return Group, an Australian wholesale stapled trust that invests across the capital structure both domestically and internationally. With a focus on generating double-digit net returns while minimizing the risk of capital loss, the firm has built a 20-year track record in the industry.

The firm's investment strategy encompasses a wide range of asset classes, including fixed income, equities, and derivatives. It targets various stages of investment, such as growth, late stage, pre-IPO, buyout, turnaround, and distressed opportunities. Geographically, Samuel Terry Asset Management has a diverse focus, investing in Australia, the United States, the United Kingdom, Europe, and Asia. The firm has a broad industry focus, encompassing sectors like financial services, technology, healthcare, consumer goods, energy, real estate, telecommunications, utilities, materials, industrials, consumer services, basic materials, consumer non-durables, consumer durables, and capital goods.

The firm's leadership team comprises experienced professionals with extensive backgrounds in financial markets. Founder and Managing Director Fred Woollard has over 40 years of experience in the stockbroking and funds management industry. Director Nigel Burgess brings over 35 years of experience as an equities fund manager. Chief Operating Officer Ouafaa Karim has over 30 years in the financial services industry, and General Manager Therese Cochrane has a background in banking, finance, and commercial law. Together, they lead a team dedicated to delivering value to their investors through a disciplined and strategic investment approach.