Our approach
Simple rules
Rule No 1 - Don't lose money.
Rule No. 2 - Never Forget Rule Number 1.
Wisdom of crowds
Our Selected Shareholders and Corporate Advisers find, create and review opportunities.
SMaRT
We look for investments with strong Moats, low Risk and where we can Trust management.
Due Diligence
It’s far better to buy a wonderful company at a fair price, than a fair company at a wonderful price.
Proprietary Tools
We leverage
our Conscious Investor® software
developed with 40 years of research mathematics
Patience
Our favourite holding period is: forever.
It is our selection process that sets us apart from the rest. All funds use the proprietary Teaminvest methodology, which was developed in-house and tried and tested by more than 500 successful investors. The Teaminvest methodology is based on the work of Benjamin Graham and Warren Buffet, the world's most successful investor. It requires potential investments to pass through a series of hurdles, utilising a collaborative approach to analyse its commercial features. The methodology aims to go beyond the simple risk/ reward analysis conducted by other funds; it aims to understand how and why an investment makes money, and to identify risk that could endanger future revenues, yields and profit.
While each fund has its unique and specific objectives, this methodology has a proven history of generating strong and stable returns across a range of asset classes.
We run businesses
We are better investors because we run real businesses and better business people because we are investors.
Our "One Team" Approach
Our funds invest in various asset classes; Australian and Global shares, property, debt, private equity transactions, options and more. Understanding these investment options requires unique skills and years of experience. However, one of our biggest differences as an investment manager is experience - real experience in running a business, building property, lending our own money, and borrowing.
We are better investors because we run real businesses and we're better business people because we are investors. Every month, in addition to impromptu investment transaction reviews, our entire team is invited to participate in our fund allocation and investment committee meeting. We know that our equities team will be able to add value when considering property transactions, and we know our property team will have unique insights into the performance of companies within that sector. Cross-pollination and diversity of thought combined with the tried and tested investment philosophy focused on value creation deliver a unique and compelling investment team that anyone can invest in.
Monthly Investment Committee Meeting
Our entire team is invited to participate or observe ensuring that our mission of transferring knowledge between generations is adhered to inside and out.
We consider the learnings from our fellow TeamInvest members.
...and review our flagship Conscious Investor Fund equities portfolio in line with our proven methodology.
We then consider these recent learnings and apply them to our other equity-holding funds (Teaminvest Access and Corinthian Balanced)
We finalise our recommended trades and shift to the next asset class.
Our equity team is invited to stay as we move on to discuss our other asset classes including real property, debt, cash, fixed interest and private equity.
We finalise our fund allocations for Private Equity, Future Property and the non-equity investments for our other funds and then break for lunch!
Our Funds Management Team
Howard Coleman
Howard has more than 45 years’ experience as a founder and CEO in the areas of sales, marketing, publishing, consumer finance, and language and mathematics education in Australia, South Africa and the UK. He has held Board positions in private companies in several countries and his extensive background is invaluable for assessing company strengths and weaknesses.
Howard is a graduate of the Harvard Business School Owner/President Management Program and has appeared regularly as a guest commentator on Sky Business and Ausbiz. He is a founding director of Teaminvest, TIP Group and Conscious Capital.
Dr John Price
John started his 40-year career as a research mathematician with positions in major universities world-wide. After publishing two books and over 60 papers in peer-reviewed journals in mathematics, physics, and finance, John set a research objective to understand the best investment methods of Benjamin Graham, Warren Buffett, John Burr Williams, Peter Lynch and other leading investors.
He personally programmed, tested, and compared over 30 different stock-valuation methods in his search for the best of the best, leading to the development of Conscious Investor®, which is now part of Teaminvest. It also provided the background and research for his acclaimed book The Conscious Investor®. Recently John teamed with Howard Coleman to publish Finding Wealth Winners® the Teaminvest Way. John is a director of Teaminvest and a founding director of Conscious Capital Limited.
Michael Stewart
Michael studied at the Royal Military College and the University of Queensland, culminating in an MBA in economics and marketing. He credits his thirteen years in the Army with giving him a firm foundation in logical decision-making for all areas of life.
From running his own company after the army, Michael gained insight into looking at companies of all sizes from the perspective of an investor and business owner. He is an avid believer in the principles of finding the highest quality companies with the best management to invest for the long term.
Stephen Harrison
Stephen has over 35 years’ experience in the financial services, funds management, private equity and accounting fields. He has held director positions with Investec Funds Management and the Australian subsidiary of US based fund manager Sanford C. Bernstein. Prior to that he was national director, financial services for BDO, Chartered Accountants.
Stephen has held directorships and consulting positions with listed and unlisted companies both in Australia and overseas. He is currently Chairman of two other public companies, NobleOak Life Ltd, and Incentiapay Limited (ASX listed). Stephen is a founding director of Conscious Capital Limited.
Michael Baragwanath
Michael is a highly experienced financial services executive with an impressive background in commercial property development, structured debt and establishing and operating profitable investment and superannuation funds and insurance products, including Spaceship Super, Money Magazine's 2022 Best Value Super Fund for young people.
Craig Wright
Spanning 20+ years, Craig holds extensive experience advising investors across financial services, property development, real estate and PropTech.
He has held executive positions in national property development firms, with launch, management, and delivery responsibility on projects ranging in value from $20M to $550M.
Mark Moreland
For over 30 years Mark has started, built and sold companies in the areas of retail, sales, marketing and loyalty programs in Australia and Asia. Mark’s company has built processing infrastructure in Hong Kong and Australia. For instance, he designed, set up and managed 26 credit-card reward programs for banks including ANZ, Westpac, HSBC Hong Kong, and GE Capital.
This extensive background gives him a unique hands-on understanding of marketing IT-based services. When not analysing businesses, Mark can be found playing competitive tennis, trekking in Nepal or ice climbing in New Zealand.
Mark is a founding director of Teaminvest and Teaminvest Private.
Phillip Hart
Phillip is the executive director of the TIP Wealth Private Equity Fund (formally Teaminvest Diversified Growth Fund). He joined the Manager in 2016 and is responsible for managing the sales, investor liaison and administration of the Fund. Phillip has thirty years’ experience in institutional funds management and financial markets.
Prior to joining Diversified Growth Management, he held roles including head of institutional at Hunter Hall Investment Management and senior business development manager (Institutional) at Legg Mason Asset Management Australia. Phillip also served thirteen years as an officer in the Royal Australian Navy. He has a Master of Business Administration from the University of Adelaide
Anthony Read
Anthony has recently joined TIP Group as a Manager within the Funds Management Division and he is also connected to the Financial Planning arm of TIP Group, Enva. Anthony has 30+ years’ experience in financial services covering Investment Banking, Financial Markets, Funds Management, Venture Capital and Financial Advisory industries in both Australia and the UK. Over the last 20+ years Anthony has worked predominantly on providing strategic financial advice to senior executives, professionals, business owners and retirees with a focus on wealth creation, retirement planning, estate planning and risk management.
Anthony’s experience includes 8 years as a financial services business owner. 6 years with ANZ Private Bank, 9 years with Mercer Wealth Solutions and 6 years with Bankers Trust Company both in Australia and the UK.
Mark Puterflam
Mark Puterflam is the executive director of EM Commercial Finance. Mark has degrees in Commerce and Law and is a chartered accountant. He has more than 20 years of banking and finance experience spanning the institutional and government sectors through to corporate and business banking and asset-based lending to the SME sector. Mark began his career in banking with Lloyds Bank as an associate director in Corporate and Institutional Banking. In the mid-2000s he headed up GE Capital’s Structured Asset Finance business in Australia and then led GE Capital Australia’s Capital Markets/Syndications business. Prior to co-founding EM Commercial Finance, Mark was consulting to a range of businesses, assisting them to obtain equipment financing, working capital finance, and acquisition financing.
Andrew Coleman
Andrew is a co-founder of Teaminvest Private and is responsible for sourcing, structuring and overseeing investments and general management. Prior to joining Teaminvest Private, Andrew worked as an investment banker for Credit Suisse. He is a co-author of ‘Relative Performance Incentives and Price Bubbles in Experimental Asset Markets’ published in the Southern Economic Journal.
Andrew holds a Bachelor of Economics with Joint First Class Honours in Economics and Finance from the University of Sydney
Dean Robinson
Dean Robinson is the CFO of TIP Group. He is responsible for overseeing financial strategy and operations including sourcing, structuring and overseeing investments and general management. Prior to joining TIP, Dean worked as a Director of Mergers and Acquisitions with KPMG. In this role, he led the growth and development of the Greater Western Sydney team. Dean holds a Master’s in Applied Finance from Macquarie University Applied Finance Centre and a Senior Executive MBA from University of Melbourne.
James Rosenberg
James is an equity partner of E.L. & C. Baillieu, Australia’s oldest independently owned financial advisory firm. During an equity markets career of more than 25 years, he has worked at Ord Minnett Limited, Citigroup Pty Limited and Macquarie Group Limited. His clients tend to be high net wealth families who view themselves as custodians of multi-generational wealth. Prior to working in financial markets, James worked in the private industry as financial controller of an ophthalmic industry supplier. James is chairman of the not-for-profit Spirit of Australia Foundation and is an enthusiastic photographer.
Neil Parker
Neil is the managing director of Bridgepoint Group, a financial advisory practice specialising in assisting medium-sized businesses to achieve their growth and succession objectives. He has been consulting to private businesses with respect to overall strategy and growth, planning and implementation, shareholder value, exit strategy and execution for more than 20 years. Neil is a Fellow of the Institude of Chartered Accountants in Australia and a member of the Australian Institute of Company Directors.
Kevin Robinson
Experienced Investor with a demonstrated history of working in the information technology and services industry. Strong entrepreneurship professional skilled in Business Planning, Retirement Planning, Management, Risk Management, and Strategic Planning.