Smarter Money Investments Pty Ltd (SMI) delegates all investment management responsibilities to Coolabah Capital Investments (CCI). CCI was founded in 2011 by Darren Harvey, Christopher Joye, and their team of analysts to focus on absolute return fixed-income strategies in concert with strategic distribution partners. CCI manages north of $2.3 billion for mainly institutional clients across 10 different strategies.
With CCI acting as sub-investment manager, SMI launched its first solution, the Smarter Money Active Cash (SMAC) strategy, in February 2012 and its second solution, the Smarter Money Higher Income (SMHI) strategy, in October 2014. The third SMI strategy, the Smarter Money Long Short Credit Fund, was launched in September 2017.
SMI is 50% owned by its investment team via Coolabah Capital Investments Pty Ltd with the remaining half held by SMI's strategic retail distribution partner. Coolabah Capital Investments is majority owned by SMI's investment team with a multi-billion dollar family office acquiring a 25% stake in early 2015.
SMI also works with the ASX-listed responsible entity business, Equity Trustees Limited, which owns EQT RE Services Limited and oversees $80 billion, and Mainstream Fund Services, which administers over $140 billion in assets. This is a summary only. If you want access to the full site, please click here.