How to Invest

Partnership begins with a conversation.

Our investment process is designed to ensure alignment between your objectives and our strategies. We welcome conversations with qualified investors seeking systematic, risk-managed exposure to global markets through our quantitative approach.

Who Can Invest

Qualified investor categories.

Cavari Capital is available to qualified wholesale and sophisticated investors with a minimum investment of $250,000. Wholesale investors must meet specific regulatory criteria through direct investment or verified qualification.

Wholesale Investors

Qualify through either: (1) investing $500,000 or more, or (2) providing a Qualified Accountant's Certificate confirming net assets of at least $2.5 million or gross income of at least $250,000 for each of the last two financial years.

Sophisticated Investors

Individuals with substantial investment portfolio experience and demonstrated understanding of investment risks. Minimum investment of $250,000 required.

Institutional Allocators

Pension funds, insurance companies, and asset managers allocating capital to diversified investment strategies. Base minimum of $250,000 with customised structures available for larger allocations.

Family Offices & Superannuation

Family office structures and self-managed superannuation funds seeking professional management and regulatory compliance. Minimum $250,000 with tailored arrangements for larger allocations.

Investment Process

Four steps to partnership.

01

Initial Discussion

Confidential conversation to understand your objectives, risk tolerance, investment horizon, and specific requirements for allocation.

02

Due Diligence

Access to detailed strategy documentation, audited performance data, risk frameworks, market outlook, and reference calls with existing investors.

03

Documentation

Subscription agreements, compliance requirements, AML/KYC documentation, and onboarding procedures to ensure regulatory adherence.

04

Allocation & Support

Capital deployment, ongoing reporting, investor communications, quarterly calls, and dedicated investor relations support throughout partnership.

Fund Terms

Transparent fee structure and terms.

Minimum Investment
$250,000
Wholesale investors must meet qualification criteria. Qualified accountant's certificate accepted as alternative to $500K investment threshold.
Management Fee
1.5% p.a.
Annual fee calculated on assets under management, payable quarterly in advance.
Performance Fee
20%
Above high water mark, ensuring alignment with investor returns and systematic approach to incentive alignment.
Redemption Terms
Quarterly
90 days notice required. Redemptions processed quarterly after notice period, subject to fund liquidity.
Reporting Frequency
Monthly & Quarterly
Monthly performance statements and quarterly detailed reports including attribution, risk metrics, and strategy commentary.
Auditor & Service Providers
Institutional
Independent audit, professional administration, and tier-1 custodian relationships ensure operational excellence.
Schedule a Discussion

Ready to explore partnership?

Our investment team is available to discuss your allocation requirements, strategy objectives, and any questions about our fund structure and investment approach.

Or reach out directly to our investor relations team: capital@cavari.com.au