Long-Term Value Fund

Access exclusive investment opportunities delivering long-term value

The Tanarra LTV Fund offers wholesale investors access to a high-conviction, private equity-style strategy focused on listed Australian companies. Backed by Tanarra Capital’s deep expertise in value creation, the Fund targets underperforming businesses with clear potential for transformation.

Through active engagement and strategic influence, Tanarra works constructively with company boards and management to unlock long-term shareholder value.

Our Purpose

Private equity-style approach to listed equities
Focused, high-conviction portfolio
Demonstrated impact on portfolio companies
Managed by an experienced investment team

Investment Team

Vidhur Rangaswamy

Portfolio Manager

Eka Nirapathpongporn

Investment Director

Michael Millard

Head of Capital Markets

Maynega Krishnananthan

Investment Manager

Andrew Dellios

Investment Manager

Neil Vinson

Investment Manager

Fund Overview

Strategy Inception

November 2019

Fund Inception

November 2021

APIR Identification

PIM5119AU

Investment Approach

To hold a concentrated portfolio of 6 – 12 positions of Australian and New Zealand equities. To engage extensively and constructively with companies, and help them develop value enhancing strategies for the medium and long term

Investment Objective

To achieve returns in excess of the S&P/ASX 300 Accumulation Index over the medium to long-term (net of fees)

Investment Focus

Australian listed companies with long-term value creation opportunities

Holdings

Typically 6-12 stocks

Position Sizes

Typically between 5-20%

Minimum Investment

$25,000*

Fund Structure

Open-ended Australian Unit Trusts

Management Fees

1% p.a. Management Fee with a 20% Performance Fee over a High Watermark

Redemption

Monthly^

*At our discretion we may waive or reduce this minimum requirement

^Withdrawal and redemption requests will be accepted monthly on the last day of each calendar month. All Investors who wish to make a withdrawal or redemption must provide the Manager with a redemption notice at least one calendar month prior to the proposed Redemption Date

Fund Insights

News and Insights	Download
Corporate Governance Principles (February 2025)	Download
Insignia Tanarra Statement (December 2024)	Download
Letter to Lendlease Board (October 2024)	Download
Letter to Healius Board (October 2024)	Download
Letter to Healius Board (September 2024)	Download

Investment Decks	Download
Why Change is Essential (Healius, November 2023)	Download
Performance and Governance Observations (Lendlease, April 2024)	Download

How to Invest

Investment Information

Links

Platform Availability

Netwealth

Praemium

Investment Memorandum

Download

Enquire Now

For more information, please get in touch with our team through the form below