Pinnacle Investment Management Group

Pinnacle Investment Management Group (ASX:PNI) provides specialist investment managers with superior global distribution, fund infrastructure and support services to enable them to focus on delivering investment excellence to their clients. Pinnacle consists of fifteen investment affiliates based in Australia, the UK and North America. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or correctness of the information, opinions and conclusions contained on this profile. To the maximum extent permitted by law, no liability is accepted by any of PNI, its related bodies corporate, the affiliated investment managers, or their directors, employees or agents including, without limitation, any liability arising from fault or negligence on the part of any of them or any other person, for any loss arising from the use or reliance of information on this profile or its contents or otherwise arising in connection with it. Any securities commentary that appears on this profile is illustrative only and not a recommendation to buy, hold or sell any security.

Website

https://www.pinnacleinvestment.com/

External link for Pinnacle Investment Management Group

Industry

Investment Management

Company size

51-200 employees

Headquarters

Sydney, NSW

Type

Public Company

Founded

2006

Specialties

Investment Management

• Primary

  Level 25, Australia Square Tower, 264 George Street

  Sydney, NSW 2000, AU

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• Level 19, 307 Queen Street

  Brisbane, QLD 4000, AU

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• Level 8, 90 Collins Street

  Melbourne, VIC 3000, AU

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• Floor 8, 125 Old Broad Street

  London, England EC2N 1AR, GB

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• Jack Kirkpatrick

• Wes Campbell

• Ian Macoun, CFA

• Amy Clampett

• Pinnacle Investment Management Group

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  We’re pleased to share Pinnacle Investment Management Group’s 2025 in Review – our annual year-end reflection bringing together 19 key charts presented by our Affiliates throughout the year. Each chart captures a moment, theme or insight that shaped investment conversations, drawn from major conferences, client briefings and media interviews. The e-book provides a unique opportunity to evaluate on how fund manager perspectives and insights ultimately played out across major asset classes. Advantage Partners | Aikya Investment Management | Antipodes | Coolabah Capital Investments | Firetrail Investments | Five V Capital | Hyperion Asset Management Limited | Langdon Equity Partners | Life Cycle Investment Partners | Longwave Capital Partners | Metrics Credit Partners | Pacific Asset Management | Palisade Investment Partners | Plato Investment Management | Resolution Capital | Riparian Capital Partners | Solaris Investment Management | Spheria Asset Management | VSS Capital Partners

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  AI boom or AI bubble? It’s the debate that has dominated investing conversations throughout 2025. For Hyperion Asset Management Limited, AI and machine learning are not new themes or speculative fads. They’re long-term structural growth drivers that have been embedded in Hyperion’s portfolios for more than a decade. In a client webinar this week, Hyperion CIO Mark Arnold, CFA and Deputy CIO Jason Orthman outlined why the team believes the true paradigm shift enabled by these technologies is only just beginning - and why investors without meaningful exposure over the coming decade risk being left behind. Coverage of the Hyperion webinar by Anna Dadic is now available on Livewire Markets: https://lnkd.in/gwZw3_yK Read about the world-leading structural growth companies in the Hyperion Global Growth Companies Fund - Active ETF (ASX: HYGG) portfolio here: https://lnkd.in/g53WhEuk

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  In partnership with the Financial Markets Academy (FINMA) and Hearts and Minds Investments Limited (ASX: HM1), we're proud to have backed a major new student initiative that brought a cohort of more than 100 secondary school students to the 2026 Sohn Hearts & Minds Conference at the Sydney Opera House earlier this month. The Conference provided the Plumpton High School students a unique window into the world of financial markets and investing, hearing from fund managers including Pinnacle Group Affiliates Antipodes and Life Cycle Investment Partners, and other influential minds in the local and global investment community. The experience was designed to leave a meaningful impression - whether it sparks a future career in finance or simply empowers these young Australians to become more confident, engaged investors. We also extend our congratulations to the entire Hearts and Minds Investment Conference team on bringing together another outstanding Conference and for your ongoing efforts in raising over $83 million for medical research. #SohnHeartsandMinds

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  Listen to a new interview with Plato Global Alpha Fund portfolio manager Dr. David Allen on the latest episode of the Rules of Investing Podcast. In conversation with James Marlay, David discusses the growth of the now $2.4 billion global equities fund and the strategy and processes that have underpinned its market-beating performance since launching in 2021. Also hear the Plato team's perspectives on global equity valuations, the market outlook for 2026, and some of the global stocks to watch. Listen to the interview and read further coverage on Livewire Markets: https://lnkd.in/gBNjSV2s Or, search for the Rules of Investing Podcast on any podcast platform. More about the Plato Global Alpha Fund Complex ETF (ASX: PGA1): https://lnkd.in/gE4_i6sn

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  Life Cycle Investment Partners' senior portfolio manager Peter Rutter has been revealed as a guest speaker at the Sohn Hearts & Minds Conference, being held at the Sydney Opera House this week. Peter brings over 20 years' experience co-managing global equity portfolios and promises to deliver a differentiated investment idea to be added to the Hearts and Minds Investments Limited (ASX: HM1) portfolio. Founded in 2024, Life Cycle Investment Partners is a London-based #globalequities investment boutique that adopts a distinctive and proven Corporate Life Cycle inspired approach. Learn more about investing with Life Cycle here: https://lcip.com/ #sohnheartsandminds #investing #stockmarkets

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  The Antipodes Global SMID Active ETF (ASX: MIDS) has today been admitted for quotation on the ASX. The Active ETF provides listed access to Antipodes' award-winning Global SMIDs Fund - a high conviction portfolio of 30+ global small-mid capitalisation companies beyond the index heavyweights. Watch a Livewire Markets interview with Antipodes Global SMIDs portfolio manager, James Rodda: https://lnkd.in/g2M6C9zs Learn about the ASX:MIDS portfolio and the Fund's performance here: https://lnkd.in/grfdRCVB #SMIDs #ETFs #Investing

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  The Spheria Australian Smaller Companies Fund has received a Morningstar Medalist Rating™ of ‘Silver’. The Rating, published 16 October 2025 (Analyst-Driven % 100 & Data Coverage % 100), places the Fund amongst the highest rated smaller companies strategies in the Morningstar Database. Congratulations to the Spheria Asset Management team! If you would like to receive a copy of the report, or learn more about investing in Spheria's Australian or Global small cap funds, contact distribution@pinnacleinvestment.com or visit the Spheria website: https://spheria.com.au/. #smallcaps #investing © 2025 Morningstar, Inc. All rights reserved. Neither Morningstar nor its content providers are responsible for any damages arising from the use and distribution of this information. Past performance is no guarantee of future results. Any general advice has been provided without reference to your financial objectives, situation or needs. For more information refer to the Financial Services Guide at https://lnkd.in/eVxCDrqh. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Morningstar’s publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Morningstar’s full research reports are the source of any Morningstar Ratings and are available from Morningstar or your adviser. To obtain advice tailored to your situation, contact a financial adviser.

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  Antipodes portfolio manager Vihari Ross will return as a presenter at the Sohn Hearts & Minds Conference this month, as the major charitable investment event celebrates its 10th anniversary. In 2024, Vihari presented the investment case for Airbus (EPA: AIR). The aerospace giant has since been one of the top performing stocks pitched at last year's event. Ahead of the 2025 event, Vihari spoke with David Rogers from The Australian about the type of company she'll be pitching on stage this year, and discussed the Antipodes Global Fund's portfolio positioning and its strong year-to-date outperformance. Read the article: https://lnkd.in/d_GevTSf Information about the Antipodes Global Fund: https://lnkd.in/dwWXKzTT Information about the Sohn Hearts & Minds Conference: https://lnkd.in/g6YbTcm #globalequities #SohnHeartsAndMinds (Image: The Australian)

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  Throwback Thursday on the Pinnacle Plunge! A memorable evening that brought everyone together in support of #mentalhealthmonth with four of our NFP partners! Through the generosity and enthusiasm of everyone involved, we raised over $155K for our charity partners. Full Stop Australia, FRRR (Foundation for Rural & Regional Renewal), Kindness Factory, R U OK? Thank you to all who participated, donated and helped make the evening such a success. Karen Bevan, Natalie Egleton, Kath Koschel, Katherine Newton Ian Macoun, CFA, Matthew Booker, James Rodda, Lorraine Berends AM, Justin England Sarah Harris Pinnacle Investment Management Group, Antipodes, Palisade Investment Partners, Spheria Asset Management, Metrics Credit Partners, Resolution Capital, Firetrail Investments, Hyperion Asset Management Limited, Solaris Investment Management, Five V Capital Morgans Financial Limited, Mercer, Automic Group, Aon, Gilbert + Tobin, PwC Amora Hotel Jamison Sydney Watch highlights of the evening in the link below:

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  Alongside Pinnacle Affiliate Hyperion Asset Management Limited, we're pleased to announce the Hyperion Global Growth Companies Fund - Active ETF (ASX: HYGG) has received a Morningstar Medalist Rating™ of ‘Silver’. The Fund continues to be a stand-out performer amongst peers worldwide, delivering 19.6% p.a. since inception (1 June 2014) after fees, outperforming the benchmark by 5.3% p.a. (as at 30 September 2025). If you would like to request a copy of the full Morningstar report, published 29 September 2025 (Analyst-Driven % 100 & Data Coverage % 100), email distribution@pinnacleinvestment.com #globalequities #investing #activeetfs Past performance is for illustrative purposes only and is not indicative of future performance. Benchmark: MSCI World Accumulation Index (AUD). Performance is total return, NAV to NAV, with all distributions reinvested. Read the Product Disclosure Statement (PDS) of the Fund, which provides more complete information on risks and fees, in its entirety, and Target Market Determination (TMD) before making an investment decision. PDS and TMD of the Fund can be found at https://lnkd.in/g-cfjedF. © 2025 Morningstar, Inc. All rights reserved. Neither Morningstar nor its content providers are responsible for any damages arising from the use and distribution of this information. Past performance is no guarantee of future results. Any general advice has been provided without reference to your financial objectives, situation or needs. For more information refer to the Financial Services Guide at https://lnkd.in/eVxCDrqh. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Morningstar’s publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Morningstar’s full research reports are the source of any Morningstar Ratings and are available from Morningstar or your adviser. To obtain advice tailored to your situation, contact a financial adviser.

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