Regal Funds Management

Investment Management

Sydney, NSW 8,552 followers

One of Australia’s leading investment managers servicing a wide range of institutional and individual investors.

About us

Regal Funds Management is one of Australia’s leading investment managers, regularly achieving amongst the strongest returns in the industry for well over a decade. We have been trusted to invest on behalf of a wide range of institutional investors and high net worth individuals since 2004. We have a team of over 35 employees with offices in Sydney and Singapore. At Regal, we focus on achieving strong absolute returns across varying investment cycles. We invest using a long/short equity strategy that enables investors to profit from both positive and negative share price movements and to hedge out unwanted risks. Our rigorous fundamental investment process utilises research driven, bottom up stock selection and is focused on Australia and the broader Asian region. We offer a range of products to suit different investment objectives. AFSL 277737

Website
http://www.regalfm.com

External link for Regal Funds Management

Industry
Investment Management
Company size
11-50 employees
Headquarters
Sydney, NSW
Type
Privately Held
Founded
2004
Specialties
Absolute Return, Alpha, Asian Absolute Returns, Asian Equities, Asian Hedge Funds, Australian Absolute Returns, Australian Equities, Australian Hedge Funds, Emerging Companies, Funds Management, Hedge Funds, Market Neutral, Shorting, Shorts, and Small Companies

Locations

Employees at Regal Funds Management

Updates

  • It’s been a fascinating year for commodities with prices moving in different directions and governments intervening more than ever. At Regal, our focus remains bottom-up. We’re stock pickers first, spending time on site at more than 60 mines a year, meeting management teams, interrogating operations, and conducting deep-dive diligence into both company and commodity fundamentals. The goal? To uncover mispriced opportunities across the resources sector, where disciplined analysis meets real-world insight.

  • Behind every successful investment strategy is real-world experience. Before leading Regal’s long-short resources strategy, Tim Elliott spent 14 years advising and acquiring mining assets globally, heading up M&A at Glencore and assessing over 100 operations worldwide. It’s this combination of technical insight and capital discipline that underpins our conviction in the mining sector.

  • In markets defined by volatility, Regal’s Jessica Farr-Jones continues to prove that opportunity often lies in dislocation. In her recent Livewire Markets interview, Jessica shares how disciplined portfolio construction, behavioural insight and a global long/short approach can uncover alpha amid the chaos, particularly across small and mid-cap equities. We’re proud to have Jessica at the helm of Regal’s Global Small Companies Fund, applying exceptional analytical rigour and conviction to one of the market’s most dynamic segments. Listen to the full episode here: https://lnkd.in/gaNatHYB

  • Last week, Regal Resources Royalties Portfolio Manager, James Morrison, participated in a distinguished panel at the Morgan Stanley Melbourne Investment Symposium, exploring the evolving dynamics of energy investment and the broader forces shaping the future of capital markets. James was joined by Sarah Lau from Resolution Capital, Vicki Rigg from Palisade Investment Partners, and Morgan Stanley moderator, Robert Koh. The panel focused on the opportunities emerging from the energy transition, including the shifting landscape of LNG and uranium markets, and how AI-driven infrastructure is reshaping energy demand and investment strategy. The evening also featured separate panels on AI diffusion, philanthropy, and investment strategies for extended lifespans, each offering unique perspectives on innovation and long-term capital deployment. It was a thought-provoking discussion on the much-needed energy renaissance, and we’re proud to contribute to conversations helping shape the future of energy markets. #EnergyTransition #LNG #Uranium #MorganStanleySymposium

  • Capital raisings that struggled in 2022–23 are now being completed swiftly, books opening and closing in less than 24 hours and trading well in the aftermarket. This shift marks a clear move from a risk-off to a risk-on environment. Historically, that’s often the final sign before the IPO window reopens. With a significant backlog of opportunities building, the stage is being set for a more active IPO cycle ahead.

  • At Regal, we’ve been on the journey with many of our portfolio companies for years, often backing them from their earliest stages. Most are founder-led businesses, where we know the management teams exceptionally well. It highlights the strength of the Regal model: identifying exceptional companies early, backing great leaders, and letting businesses compound to deliver strong potential returns for shareholders.

  • Regal Funds Management is delighted to be an investment manager partner to the Australian Rugby Foundation's Rugby Future Fund. Congratulations to Brian O'Sullivan and broader ARF team on the terrific returns to date and excellent community initiatives.

    3,305 followers

    This week, the Australian Rugby Foundation hosted a series of exclusive investor events across Sydney, directly connecting with leading investment firms LGT Wealth Management, Ord Minnett, Wilsons Advisory, Macquarie Private Bank and Morgan Stanley. Across the week, guests gained rare, behind-the-scenes access to Wallabies past and present. Select sessions featured intimate interviews led by ARF Board Director Louise Duff with the squad's very own Andrew Kellaway and Joseph-Aukuso Suaalii, while another featured Wallabies legend John Eales. All shared personal insights from their careers and experiences, reflecting on the past, present and future of Australian Rugby and the role that the ARF is playing in enhancing critical pathways via funding support. Rugby Australia CEO and former Wallabies captain Phil Waugh also joined the roadshow, offering first-hand insight into the strategic vision driving rugby's Golden Decade and the growth of opportunities ahead through to 2032. Central to the events was the Rugby Future Fund, a first-of-its-kind investment vehicle building towards $100 million to secure Australian rugby's long-term sustainability. The fund provides access to leading Australian and global fund managers who donate all of their fees to the ARF, while a portion of its assets supports the ARF each year. Guests heard from ARF chair Ben Scott on the Foundation's impact and future goals, as well as from Rugby Future Fund investment managers Geoff Wilson AO (Wilson Asset Management), Tom Millner (Contact Asset Management) and Philip King (Regal Funds Management) on the Fund's model and progress to date. Capably led by Chief Investment Officer Brian O'Sullivan, this is a zero cost philanthropic investment opportunity. The Rugby Future Fund represents a long-term commitment to our Rugby Family, ensuring support for generations to come. Invest in the Rugby Future Fund and access exclusive opportunities like these private interviews with Wallabies and be part of shaping Australian rugby's long term future: https://lnkd.in/g9xVyJM8

  • After a period dominated by mega caps, we’re entering a new phase of the bull market, one marked by broader participation. Small caps, and increasingly micro caps, are beginning to outperform both globally and in markets like Australia and Asia. This breadth is a powerful and exciting signal and we believe it’s a sustainable trend. Issued by Regal Partners Marketing Services Pty Ltd (ACN 637 448 072, CAR No. 001313529) For general advice only and does not take account the objectives, financial situation or needs of investors. All investments contain risk and may lose value. Past performance is not a reliable indicator of future performance.

  • The small-cap universe is highly dispersed, while the best names have the potential to deliver exceptional returns, the bottom quartile is often full of underperformers, frequent capital raisers, and stocks that fall more than 50%. That’s why a long/short approach is such a powerful differentiator in this space: the ability to back the winners and short the weakest companies creates a compelling path to alpha. https://lnkd.in/gyE-ffkE

  • We’re starting to see real green shoots in the IPO and emerging companies market, a tangible shift in sentiment compared to 12–24 months ago. In August alone, Regal participated in 19 placements, as small and micro caps increasingly tap the market for capital. Before the IPO window truly opens, we typically see listed companies raise funds first, businesses that investors already know and have followed closely. Encouragingly, these placements are not only being completed but are also trading well in market, a positive sign for broader IPO activity ahead.

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