Growth Investing
For Investors seeking early-entry to major growth opportunities
Earn 10% p.a and position for
long-term capital growth
Information Memorandum sent instantly to your inbox
Participate in high-potential stocks before they achieve wider market recognition
Gleneagle gives you access to the same investment vehicles we use for our own capital.
In a world of constant change, the greatest challenge for investors isn’t the lack of opportunity – it’s knowing which ventures have the real potential to shape the future.
Discounted Entry Advantage
Leveraging involvement in capital raisings, off-market deals, and private placements, we can secure entry at favourable valuations. These opportunities typically remain out of reach to individuals.
First-Mover Benefit
As an institution, we have the research capabilities, industry access, and strategic insights to invest in companies before they become more widely known.
Momentum Investing vs. Value Discovery
When a company starts making headlines, it’s often because it has already demonstrated success. By this time, institutions have typically already priced in much of the upside. Individual investors are often then participating based on momentum rather than intrinsic value.
We've got our portfolios structured to take advantage of the AI hyperscaler capex cycle.
But everybody says that, right?
Gleneagle investors joined Lance Rosenberg, Chairman of the Investment Committee, live online for a candid session on the year ahead.
Jump To
- 0:38Meet the Chairman
- 2:53The firm behind the fund
- 4:12Why we invest our own money alongside yours
- 9:01Home run or hype? Reading the 2026 market
- 13:11Where we find opportunities
- 15:21The problem with passive investing
- 18:09Why we think in years, not months
- 20:06Why we go upstream, not after the hype Playback starts here
- 23:34Why emerging companies are mispriced right now
- 26:38How we work with the companies we back
- 30:21Why we hold only a select few companies
- 34:14Portfolio highlight: defence manufacturing
- 36:17Portfolio highlight: specialty chemicals
- 39:30Past fund performance
- 41:16The outlook from here
- 44:21Introducing the 2026 fund
- 46:29Q&A: Are we late to the AI boom?
- 50:50Q&A: What about the small-cap rotation?
Emerging Companies Fund
Objectives for Investors
Short Term
Long Term
Distribution Paying
10% p.a
Payment to Investors
Quarterly
High Growth
Capital Appreciation
3 - 5 Year Maturity
Final Profits Realised
Fund Performance
Gleneagle Emerging Companies Fund Tranche 3 (“Tranche 3”) completed a realisation event in October 2025.
Net Return
on Investment
~15 Months
Fund investment period from
1 June 2024 to 17 October 2025
Minimum Net Investor
Return Annualised
29% p.a
Approximately 15 months into the Fund’s intended 3–5 year investment horizon, a number of holdings reached key value milestones, presenting an opportunity to crystallise gains and return capital to investors.
This performance information has been independently verified.
Refer to the Independent Assurance Report in the Information Memorandum.
Past performance is not a reliable indicator of future performance. An investment in The Emerging Companies Fund 2026 Edition One carries significant risks, as outlined in the Information Memorandum.
While Gleneagle applies a consistent investment philosophy and active management approach across its Emerging Companies Fund offerings, each fund is managed according to the specific characteristics and opportunities of its underlying portfolio, and investment outcomes will vary accordingly. The timing, duration, and circumstances of the Tranche 3 realisation event were unique to that fund and should not be relied upon as an indication of future realisation events, investment timeframes or performance outcomes.
We're Looking Upstream
Beyond the hype sits a commonality of inputs, infrastructure, and the conditions that allow it to function.
While new themes can attract capital and participants seemingly overnight, their enablers often face significant barriers of entry, taking years to materialise.
The Emerging Companies Fund seeks early entry into listed and unlisted companies that are uniquely positioned to capitalise on these imbalances.
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Opportunity
Discover the Emerging Companies we're backing
Learn more about demand signals, the structural inputs they depend on, and the companies positioned to supply them.
Why Co-invest with Gleneagle
Founded in 2010 in Sydney, Australia; Gleneagle is an Australian registered financial service provider and a leader in the evolution of financial markets.
Statistics relative to Gleneagle Securities (Aust) Pty Limited and its subsidiaries. FUMA = Funds Under Management and Advice
Target Income and Growth
Distributions paid to you quarterly, and final profits realised at maturity
Aligned Interests
We only present the deals we’re confident having in Gleneagle’s own portfolio
Trusted Institution
Licensed by the Australian Securities and Investment Commission (ASIC)
