Current Opportunities
and Portfolio Investments
Current Opportunities I like
AUTO
Industry wholesale importer distributor – EBIT $1m
MARINE
Industry wholesale importer distributor – ANZ, EBIT $1m
Rental Equipment
Industry wholesale importer distributor – EBIT $1m
Portfolio Operating
Business Investments
CONFAST – Construction Materials Import and Distribution in ANZ
East West Engineering – ARBOR PERMANENT OWNERS – Permanent Custodians of Great AUS Businesses
Investments
1
EMERGE BANK
Disrupting Banking in NZ
2
ALEX BANK
Disrupting Banking in AUS
3
Trade Window
ASX Listed Logistics
SaaS co
4
SITE CONNECT
Disrupting OH+S SaaS Software in ANZ and UK
5
ANZ Property
Mostly Resi
6
US Listed Stocks
Fintech and AI Data centres
7
Masterworks
Fine Art Works
8
Gold, Silver and
Pink Diamonds
9
Private Equity
10
Private Credit 1st Mortgage
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