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.

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