Bedrock Mortgage Fund: February 2026
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The Bedrock fund delivered another pleasing result in February with an annualised 10.11% return, which is very consistent with the 3 month annualised…
Why Institutional Portfolios Are Making Room for Private Credit in Separately Managed Accounts
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Separately Managed Accounts (SMAs) are often described as an innovation. In reality, they are better understood as an evolution in portfolio…
Do We Think About Rates Much?
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Rates move in cycles. Our responsibility is to ensure the portfolio is structured to perform across them.
WA Residential Development: Structural Growth Drivers
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Western Australia is no longer a cyclical outlier within the Australian economy. It has transitioned into a more structurally balanced state,…
Bedrock Mortgage Fund: January 2026
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The fund’s annualised return of 10.10% for January is consistent with the last 3-4 months average return, however was slightly lower than hoped due…
Why Ark Is Deploying Capital Into Adelaide. The Beds and Sheds Thesis
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Our current focus in South Australia is clear. Residential and Industrial subdivision and built form. Beds and sheds.
Ark Bedrock Mortgage Fund Included in Antipodean Capital Income SMA
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We’re pleased to confirm that the Ark Bedrock Mortgage Fund has been included in the Antipodean Capital Income SMA, available via the Mason Stevens…
The Evolution of Private Credit Access
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Private credit—particularly real estate development finance—is finding its way into managed account structures, and for those of us who've watched…
The Compound Effect: RIP Rob Hirst
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The key was starting, staying committed, and letting time do its work. Rob Hirst understood that better than most - showing up, doing the work, and…
Leadership and Motherhood: Why Alignment Matters More Than Balance
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Leadership and motherhood are not competing forces. They are deeply connected, and when they are aligned intentionally, they strengthen one another.
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