Antipodean Capital is an Australian macroeconomic research and advisory firm that provides independent forecasting and asset allocation insights to a range of institutional and wholesale investors, including hedge funds, pension and superannuation funds, financial institutions and family offices. The Antipodean Capital Income SMA offers wholesale investors access to a research-led allocation framework informed by macroeconomic analysis and market assessment.
The inclusion of the Ark Bedrock Mortgage Fund followed Antipodean Capital’s assessment of governance, valuation processes, reporting standards and underwriting discipline across a range of private credit and real estate debt managers. The Fund’s focus on senior secured lending, conservative loan-to-value ratios, disciplined borrower assessment and asset-backed security aligns with the SMA’s emphasis on transparency, resilience and asset-level oversight.
For advisers and investors seeking to incorporate private credit within diversified portfolios, the Antipodean Capital Income SMA provides a structured approach with direct asset exposure and clear reporting. The SMA framework supports informed portfolio construction while maintaining visibility across underlying risks.

The Antipodean Capital Income SMA is now available for allocation on the Mason Stevens platform 

For further information on the Ark Bedrock Mortgage Fund or to discuss how the strategy may be used within portfolios, please get in touch with us.

Article written by Shane Wakelin, Executive Director – Distribution & Investor Relations

Want more articles like this? Follow Shane Wakelin on LinkedIn.

The commentary in this article in no way constitutes a solicitation of business or product adviceIt is expressed solely as the opinion of the author, and as general information for the reader. It is not information to be relied upon in making investment decisions.

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