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Pinnacle Investment Management Group Limited

ASX Announcements

Change of Director's Interest Notice

Change of Director’s Interest Notice

  • Dec 20, 2024
  • 2 pages

Change of Director's Interest Notice

Change of Director’s Interest Notice

  • Dec 20, 2024
  • 3 pages

Change of Director's Interest Notice

Change of Director’s Interest Notice

  • Dec 20, 2024
  • 2 pages

Application for quotation of securities - PNI

Appendix 2A (Application for Quotation of Securities)

  • Dec 19, 2024
  • 6 pages

Completion of Share Purchase Plan

Security Purchase Plan

  • Dec 17, 2024
  • 1 page

View all PNI announcements

This Month

The best and worst ASX stocks of 2024

The stocks that did the most damage in 2024 – and the ones that ruled

One fintech darling has more than tripled in the past 12 months, but the same can’t be said for lithium stocks on the front line of the EV slowdown.

  • Joshua Peach and Joanne Tran

November

Ian Macoun, founder and managing director of Pinnacle Investment Management.

Pinnacle eyes global expansion, raising $400m to buy up offshore funds

The ASX-listed asset management juggernaut’s founder, Ian Macoun, said it was paying a fair price to buy stakes in the two businesses in the US and the UK.

  • Jonathan Shapiro
Ian Macoun, founder and managing director of Pinnacle.

Pinnacle raising $400m to buy two offshore fund managers

Pinnacle has agreed terms to acquire stakes in New York-based private equity firm VSS Capital and London-based multi-affiliate Pacific Asset Management, sources said.

  • Sarah Thompson, Kanika Sood and Emma Rapaport

September

Adrian MacKenzie’s Five V Capital is on the fund-raising trail.

Five V Capital bets on lower mid-market with $325m Frontier Fund I

The pitch rests on three claims: smaller deals have outsized returns; fewer funds scan this end of the market; and Five V has proven its mettle in mid-market.

  • Sarah Thompson, Kanika Sood and Emma Rapaport

August

Pinnacle Investment Management’s managing director Ian Macoun says his focus is expanding distribution overseas.

Pinnacle funds under management hits record $110b

The multi-affiliate investment manager recorded a 20 per cent jump in assets in 2023-24, with international clients accounting for the bulk of net inflows.

  • Joanne Tran
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July

Peter Rutter oversaw $24 billion at RLAM and has jumped ship to ASX-listed Pinnacle.

Royal London equities hotshot Peter Rutter finalises Pinnacle deal

Rutter’s Australian clients were, this week, told the new shop has been christened Lifecycle Investment Partners, and should be up and running by end of the year.

  • Sarah Thompson, Kanika Sood and Emma Rapaport
Antipodes founder Jacob Mitchell has doubled the firm’s FUM under the deal.

Antipodes Partners to acquire rival fund manager Maple-Brown Abbott

The nine-year-old Antipodes would oversee $18.6 billion in assets after the acquisition.

  • Sarah Thompson, Kanika Sood and Emma Rapaport

June

Palisade Real Assets’ Stephen Burns has been buying up bioenergy and related infrastructure assets UK and Europe, his old hunting ground when he worked at Whitehelm Capital.

Dutch giant APG tips $384m into Palisade Real Assets’ UK platform

In tandem with wooing APG as an investor, Palisade Real Assets’ BioticNRG platform has signed two acquisitions in the past fortnight. 

  • Sarah Thompson, Kanika Sood and Emma Rapaport

April

Ian Macoun is close to signing the high-profile fund manager.

Pinnacle in talks to back Royal London equities hotshot Peter Rutter

Pinnacle Investment Management is close to snapping up Royal London Asset Management’s high-profile head of equities Peter Rutter, who has just lobbed his resignation, to set up a new funds management house.

  • Sarah Thompson, Kanika Sood and Emma Rapaport

February

Former Realty Assist chief executive Sam Rettke founded the business remove friction in the real estate sector.

Metrics tips into RealtyAssist raise; takes over the board

Start-up private debt lending isn’t always neat, as RealtyAssist’s flash funding round shows.

  • Sarah Thompson, Kanika Sood and Emma Rapaport
Adrian Whittingham, partner with Scarcity.

Former Pinnacle execs rule off first deal, 30pc stake in Evidentia

It’s off to the races for Scarcity Partners, a firm set up by former Pinnacle Investment Management executives with the goal of buying up minority stakes in fund managers. 

  • Sarah Thompson, Kanika Sood and Emma Rapaport
Managing director Andrew Lockhart has built Metrics into a $16 billion non-bank lending behemoth.

Metrics kicks off Asia roadshow for $6.8 billion debt fund

Sources said the non-bank lender is seeking increase its debt facility after ruling off a placement for its ASX-listed master income trust.

  • Sarah Thompson, Kanika Sood and Emma Rapaport
Ian Macoun says Pinnacle delivered a credible fundraising result in a tough environment.

Pinnacle defies active management blues to hit $100b

Ian Macoun won’t celebrate Pinnacle hitting $100 billion in funds under management too loudly – it’s still tough out there for active managers. 

  • James Thomson

January

Ian Macoun, the founder of Pinnacle Investments, is a stakeholder in non-bank lender Metrics Credit Partners.

Pinnacle nudges five-month high as performance fees rebound

Affiliate fund managers chalked up performance fees of $41.9 million in six months as the likes of Hyperion, Coolabah and Spheria outperformed benchmarks. 

  • Emma Rapaport

December 2023

Managing director of Firetrail Patrick Hodgens.

Firetrail bulks up investment team

Street Talk can reveal the Pinnacle boutique has nabbed Peregrine Capital portfolio manager Matthew Thomson.

  • Sarah Thompson, Kanika Sood and Emma Rapaport
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The ‘alpha’ edge: three fund management success stories

With the advent of the $3.5 trillion in compulsory savings via superannuation, Australia has become a breeding ground for some of the best investment talent on the planet.

  • Christopher Joye
Palisade Investment Partners Managing Director James Hann, CEO Roger Lloyd and Executive director Simon Parbery.

Palisade kicks off $1b raise for renewables platform Intera; eyes $7b

The platform is in the same vein as Igneo Infrastructure Partners’ Atmos Renewables and Macquarie Asset Management’s newly announced Aula Energy.

  • Sarah Thompson, Kanika Sood and Emma Rapaport

November 2023

Adrian Whittington, managing partner at Scarcity.

Ex-Pinnacle chiefs hunt for fast-growing fundies

A new private equity fund says a lot of money can be made from backing good fund managers that are early in their journey.

  • Jonathan Shapiro
Pinnacle-backed wealth administration platform OpenInvest was founded by Andrew Varlamos in 2017.

Pinnacle-backed wealth platform OpenInvest seeks buyer pre-Xmas

Sources say the platform is in ongoing discussions with a handful of interested parties.

  • Sarah Thompson, Kanika Sood and Emma Rapaport

September 2023

Managing director of Firetrail Patrick Hodgens, at their offices in Sydney CBD

Small caps a ‘no-brainer’, says Firetrail’s Hodgens

The investment veteran says the smart money should get ahead of the bigger players and buy into small caps that are cheap and primed for growth.

  • Jonathan Shapiro

Original URL: https://www.afr.com/company/pni-17c