#24 - Cameron Brownjohn | Renewable Energy, Batteries, Childcare, NDIS & Private Equity
The Rate Of Change · Murdoch Gatti
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Show Notes
Cameron Brownjohn is the CEO at Federation Asset Management about investing in mid-tier Australian private equity. If you’re an investor familiar with private equity or this is your first time exploring this asset class, then I think you are really going to benefit from Cameron’s experience and insights.
Federation has roughly $2 billion of funds under management, in which institutional investors such as Blackrock, KKR, Goldman Sachs, Suncorp, Hesta, family offices and more, comprise of roughly 85%, whilst the remaining 15% is wealth management investors. Cameron unpacks some of their investments such as they have Australia’s 3rd largest childcare REIT, a disability housing REIT, one of Australia’s largest batteries, wind farms, financing businesses targeting ageing population, mid-market private equity as a whole and we discuss whether nuclear energy is a viable solution for Australia. The institutional business has been targeting a return on investment, per asset of 60% for the life of the asset, whilst the Federation Alternative Invest Fund II for both Wholesale & Retail has averaged 17% over the past 12 months as of time of recording.
Before we get into the conversation, please remember this podcast is made for entertainment purposes only and not to be construed as any form of advice. I encourage you to listen to the disclaimer at the end of this ROCast and to keep your feedback coming.
You can reach me at [email protected]