In a world of constant change, Drummond Capital Partners is dedicated to delivering market leading investment outcomes for our clients.

Our business was formed to drive a better client experience, drawing on our expertise in servicing clients and actively managing capital. We combine the desire to embrace change, with in-depth research, to deliver high conviction, global multi-asset portfolio solutions for our clients.

Our difference

We believe managing money requires skills learned over time. As decision makers, as active investors.

We have a long combined history of investing across some of the world’s leading institutional funds management businesses, domestic pension funds and directly as advisors for high net worth clients.

We invest according to the portfolio mandate and market opportunity, rather than scheduled review cycles.

Most investment portfolios today are structured around long-term average returns and a set and forget strategy. Investment markets have and will always be complex and dynamic. Markets do not adhere to a calendar, and nor do we.

Our relationships are built on trust, fostered through transparency and engagement with our clients.

We are committed to exceeding our clients’ expectations, continually seeking to innovate and evolve our service. We take the business of protecting and growing our clients’ wealth as serious as our own, investing our own money alongside them.

Our detailed research leads us to actionable investment insights. Filtering through the noise, we stay focused on what matters and transparent in our thinking.

Our Insights

May 3, 2021
Featured Insight

Sunset for REITS & Infrastructure?

In this note, we dive into the real estate and infrastructure (RE&I) asset classes as both were beat up in the Covid drawdown and remain underwater. Does their poor performance reflect structural impairment in a post Covid world or a decent buying opportunity relative to other listed equity markets? To make this determination, we assess the fundamental drivers of the longer term returns of RE&I and think about whether some of the underlying companies are holding assets which have been stranded by either the acceleration of long term thematics or due to climate change policy.

Sunset for REITS & Infrastructure?
May 3, 2021

In this note, we dive into the real estate and infrastructure (RE&I) asset classes as both were beat up in the Covid drawdown and remain underwater. Does their poor performance reflect structural impairment in a post Covid world or a decent buying opportunity relative to other listed equity markets? To make this determination, we assess the fundamental drivers of the longer term returns of RE&I and think about whether some of the underlying companies are holding assets which have been stranded by either the acceleration of long term thematics or due to climate change policy.

Sunset for REITS & Infrastructure?
May 3, 2021

In this note, we dive into the real estate and infrastructure (RE&I) asset classes as both were beat up in the Covid drawdown and remain underwater. Does their poor performance reflect structural impairment in a post Covid world or a decent buying opportunity relative to other listed equity markets? To make this determination, we assess the fundamental drivers of the longer term returns of RE&I and think about whether some of the underlying companies are holding assets which have been stranded by either the acceleration of long term thematics or due to climate change policy.