Tacking Point Asset Management

About Tacking Point

A boutique manager built on quality, discipline and alignment

Tacking Point Asset Management manages diversified, multi-manager portfolios for wholesale and retail investors, combining institutional-grade governance with the agility of a focused, independent team.

Our Story

Decades of expertise, one institutional-grade platform

Established in 2026, Tacking Point Asset Management brings decades of specialised expertise together in a single, institutional-grade alternative asset management platform. Headquartered in Sydney, with a strategic presence in London and New York, the firm was built to navigate the complexities of a fragmented global economy, with one clear priority: the delivery of low-volatility, sustainable income. While Tacking Point is a modern firm, its foundations rest on the tested experience of a team that has managed capital through the 1997 Asian Financial Crisis, the 2008 Global Financial Crisis, and the era of monetary upheaval that followed.

Our approach

The Tacking Point difference

Income

Cashflow Focus

Description: Our deep "Cash Flow Forensics" process identifies investments backed by strong, predictable and well-covered cash flow across market cycles.

Investor outcome: Supports sustainable income and long-term value creation.

Expertise

Boutique Global Manager

Proactive management of global investment mandates for wholesale and retail investors, applying institutional-grade discipline at every stage.

Investor outcome: Reduces concentration risk and smooths volatility through broad market participation.

Protection

Dynamic Risk Management

Real-time quantitative modelling monitors market conditions continuously, enabling agile shifts between high and low-volatility assets as risk levels change.

Investor outcome: Protects capital during market downturns while maintaining liquidity and growth potential.

Diversification

Multi-Manager Growth Strategy

A curated selection of global managers combined with active and passive investment styles under a top-down allocation.

Investor outcome: Enhances performance consistency and optimises returns above benchmarks.

Global presence

Three hubs. One perspective.

Operating from three major financial hubs allows TPAM to maintain a 24-hour perspective on global capital flows, ensuring clients benefit from continuous market oversight across every major time zone.

Sydney, headquarters

Driving investment decisions across the Asia-Pacific region, with a focus on capital preservation and sustainable income from enduring real assets.

London

Focused on European credit opportunities and global macro risk management. Our London desk provides deep access to European fixed income markets and cross-border capital allocation expertise across developed market economies.

New York

Serving as the gateway for North American equity markets and global macro insight. Direct access to the world's deepest capital markets, with specialist capability in US equities and cross-border investment flows.

How we invest

Our investment process

01

Global Disruption Beneficiaries

Investing in a diversified, curated portfolio that benefits from structural global change supporting liquidity and flexibility.

02

Financial Strength

Targeting companies with strong balance sheets and resilient earnings, anchoring sustainable fair value.

03

Deep Industry Insight

In‑depth research and institutional discipline drive a clear understanding of global sectors and companies, reinforcing trust in the fairness of outcomes.

04

Undervalued Opportunities

Identifying assets where intrinsic value exceeds current market pricing reinforces the curated approach in which each asset’s inclusion is justified by its intrinsic merit.

05

Proactive Capital Preservation

Real‑time risk monitoring and deployment protects capital and keeps it productively invested, dynamically reallocating from idle cash into low‑beta and yield‑generating assets.

06

Thematic & Index‑Agnostic

Real-time quantitative modelling, focused on strict criteria and high‑conviction themes, independent of benchmark constraints, yet accounting for risk-return.