-- 5AM Capital, a Bondi-based investment management firm, today announced it has surpassed AUD 100 million in funds under management (FUM) as the firm nears its three-year anniversary. The milestone reflects years of compounding capital on behalf of families and institutions, without advertising, product proliferation, or institutional sales infrastructure.
The fund runs a single, high-conviction global equities strategy focused on dominant, capital-light businesses with pricing power. Since its inception, 5AM Capital has delivered 19 percent annualised net returns. The team attributes this performance to deep research, measured decision-making, and a disciplined operating model.
“We’ve grown through referrals and results,” said Chief Investment Officer Sam Chipkin. “We don’t run a product suite or marketing budget. Our focus is managing capital responsibly for aligned investors and protecting our edge.”
Currently managing capital for more than 60 families and institutions, the firm has implemented a hard FUM cap of AUD 750 million to maintain agility.
“Our ability to take meaningful positions in mid-cap compounders depends on scale,” Chipkin added. “Crossing AUD 100 million proves that focus, discipline, and transparency can build trust without distraction.”
5AM Capital operates from its Bondi headquarters with global connectivity, accessing markets across the United States, Europe, and Asia. The team begins each day before dawn, monitoring overnight developments and speaking directly with portfolio-relevant sources.
Visit www.5amcapital.com.au to learn more about 5AM Capital’s investment strategy and client philosophy.
About 5AM Capital
5AM Capital is a Sydney-based investment management firm focused on global listed equities. The firm manages a concentrated portfolio of monopolistic companies with durable economic advantages. With zero advertising, no product expansion, and strong alignment between manager and investor capital, 5AM Capital has built a reputation for disciplined investment and client transparency.
Contact Info:
Name: Sam Chipkin, Founder and Chief Investment Officer
Email: Send Email
Organization: 5AM Capital
Website: https://5amcapital.com.au/
Release ID: 89161014
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