Who is Fortlake?

Our vision is to establish, grow and support our clients’ investment aspirations.

Our boutique structure and unique investment process allows us to be flexible, adaptable and tailor bespoke investment solutions to suit our client’s needs and deliver consistent returns. Fortlake Asset Management is an experienced fixed income manager offering institutional capabilities in a boutique structure, with a focus on generating returns above inflation. We take a holistic view to fixed income investment by incorporating a variety of specialised techniques and strategies to deliver diversified returns.

Our team

Values

Clients first.
We set out to understand our clients’ needs, aspirations and risk appetite, in order to deliver the right solutions. We are passionate about creating a customer centric culture, and genuinely seek to support our clients through strategic partnerships, building long term relationships, whilst generating returns above inflation through fixed income solutions.

Trust & Respect.
We endeavour to treat all clients with sensitivity. We earn the trust of our clients by being transparent, setting realistic expectations and always showing respect. We encourage our team to be responsible for their actions and maintain the highest level of integrity, reliability and professionalism in all our dealings with clients, partners and regulators.

Security.
Fortlake is supported by major global financial institutions, including J.P. Morgan and Tactical Global Management Limited (TGM), with world class processing and infrastructure to support our operating model. You can be assured there is complete transparency across all your investments, they are safe and secure whilst generating stable outcomes.

Why choose us?

We are a boutique fund manager supported by highly respected global leaders, including J.P. Morgan and Tactical Global Management Limited (TGM). These partnerships allow Fortlake to offer an institutional capability to its clients within a specialised boutique structure.


Fortlake is quantitative lead and generates returns in the most liquid parts of the fixed income market using specialised techniques. These are techniques which are only available to institutional-grade fixed income managers.

The basis of the Fortlake offering is to bring institutional capability to a boutique offering. A unique proposition in the Australian fixed income market. There are many elements of the institutional fixed income market that can’t be implemented under a boutique structure, due to the direct experience of the investment personnel and firm backing. Isolating the best parts of the institutional framework and leaving the redundant elements is the firm proposition that serves as the foundation for launching Fortlake.

Invest with us