At TTG, our investment philosophy is grounded in the belief that the most attractive opportunities often lie where others can’t—or won’t—go. With a permanent capital base, a multi-decade horizon, and no forced redemption cycles, we are structurally positioned to act differently: to be patient when others rush, and nimble when others freeze. This ability to harness time arbitrage—the gap between short-term market noise and long-term value creation—is one of our greatest competitive advantages.

We operate across equity and credit, public and private markets, in both Australia and the US. Our portfolio spans direct and externally managed strategies but always with the same orientation: a focus on quality, alignment, and asymmetric risk/reward. Our investment framework allows us to lean into dislocation, underwrite illiquidity, and move quickly when conviction is high.

We are deliberate about where we spend our time. We believe that investing time with the right people—whether founders, operators, managers or co-investment partners—is as important as investing capital. Likewise, we allocate time and energy to getting up the curve on themes we believe will matter over the next decade, not just the next quarter. This discipline helps us stay focused, curious, and prepared to act with speed when the right opportunity emerges.