Yarra Capital Management is a company that specializes in investment management services, offering a range of investment solutions to its clients. The company is known for its focus on delivering strong risk-adjusted returns and its commitment to responsible investment practices.

Yarra Capital Management

Yarra Capital Management is one of Australia’s largest independently owned active fund managers, with a strong heritage in the domestic market and funds under management of approximately $A20bn. 

The Firm’s offering includes its fundamental Australian equities product set, consisting primarily of concentrated strategies, and fixed income capabilities which provide clients with access to core fixed income, multi-asset, hybrid and credit strategies. We serve the Australian institutional and retail markets, and our investment products are accessed from various international markets, including Japan.

Yarra Capital Management was established in 2017 following the management buyout of Goldman Sachs Asset Management’s Australian-focused investment capabilities and operating platform, backed by TA Associates, a global growth private equity firm with a long history of investing in funds management companies. 

In April 2021, Yarra Capital Management acquired the Australian operations of global funds management group Nikko Asset Management. Under the terms of the transaction, the two organisations entered into a partnership focused on long-term growth, providing Nikko Asset Management with a 20% stake and board representation in the enlarged group, and expanding Nikko Asset Management’s distribution capacity in Australia. 

Yarra Capital Management's senior management team comprises Dion Hershan (Executive Chairman and Head of Australian Equities), Edward Eason (Managing Director), Vito D'Introno (Chief Commercial Officer), Katie Hudson (Portfolio Manager and Head of Australian Equities Research), Roy Keenan (Co-Head of Australian Fixed Income), Darren Langer (Co-Head of Australian Fixed Income) and Garvin Louie (Head of Legal, Risk and Compliance & Human Resources). Together they lead a team of approx. 80 professionals, including a 40-person investment team, focused on delivering the best outcomes for the Firm’s clients.

Equity-like returns are available in hybrids, reflecting robust corporate balance sheets. However, APRA's discussion paper on Australian Tier 1 capital instruments poses a potential risk to returns. Co-Head of Fixed Income, Roy Keenan, shares his insights on navigating these uncertainties and highlights the compelling risk-return opportunity in hybrid investments. #2024outlook  

As we move towards the end of 2023, we proudly reflect on our partnership with Sacred Heart Mission in Melbourne. Over the past year, we have been privileged to work across a range of initiatives seeking to address homelessness and helping assist our more vulnerable community members. We are excited to continue our partnership with Sacred Heart Mission in 2024, working alongside a dedicated team delivering significant positive change.

If 2023 was a year when the highly anticipated global recession failed to materialise, then 2024 looks set to surprise as the year of 'reflation' for economic growth and disinflation for cost growth. Get the full picture from Head of Macro and Strategy, Tim Toohey, including his five predictions for the year ahead. #2024outlook


Small cap co-Portfolio Manager Michael Steele sat down with Juliette Saly from ausbiz last week to detail his optimism for the smaller companies market moving into 2024. Michael lists three sectors well-placed for growth and covers a preferred stock within the Financials sector.

Despite a challenging year for microcap companies, positive signs are emerging. Portfolio Manager Joel Fleming shares his insights on why microcaps could be the biggest opportunity for outsized returns in the period ahead. #2024outlook #microcaps 

COM:YARRACM

Yarra Capital Management