A disciplined approach guided by experience.
Our investment philosophy.
At FiveRock, we invest in quality Australian companies through a proven, disciplined approach that has delivered strong outperformance versus the benchmark index since inception. Our philosophy is built on three enduring principles — discipline, research, and alignment. We believe lasting success comes from rigorous analysis, independent thinking, and a deep understanding of the businesses we own.
As a founder-led firm, we maintain an independent mindset and align our interests with those of our investors, applying a consistent process through all market conditions.
A disciplined, long-term approach to investing.
We invest in companies with the best prospects of strong returns via a disciplined, quality-oriented approach. Lasting success demands rigorous research and a deep understanding of the businesses we own. FiveRock’s independence allows us to focus on what matters most — generating consistent, risk-adjusted returns while preserving capital over time.
Resilience through market cycles.
We share the same goal as our investors: to build and preserve wealth over the long term. Our stock selection process balances opportunity and resilience, identifying quality companies trading at reasonable valuations, supported by disciplined risk management.
Through patience, research and conviction, we navigate changing market conditions with confidence and consistency.
Experienced investors aligned with our clients.
FiveRock’s investment team brings together deep experience across Australian equity markets and a shared commitment to disciplined, long-term investing.
As a founder-led firm, our culture emphasises accountability, independent thinking and a focus on outcomes. Every member of the investment team is invested alongside our clients, reinforcing our alignment and collective pursuit of enduring returns.
Meet the team leading our investment approach.
Daniel is the Founder and Portfolio Manager of FiveRock Asset Management, bringing two decades of investment management and capital markets experience. Prior to establishing FiveRock, he held senior analytical roles at Investors Mutual and Citigroup, contributing to multiple award-winning investment teams and earning industry recognition for research excellence.
Daniel is a Chartered Accountant and holds Bachelor’s degrees in Commerce and Economics from the University of Queensland.
Ravin has over 40 years commercial experience and is a strategically focused senior finance and corporate governance professional, with extensive experience in Australian listed companies, including oversight of capital management, M&A, risk, regulatory and governance frameworks, finance and reporting functions as a senior executive. He also has had a very successful track record investing in Australian and US equity markets.
Charlie is a deeply experienced capital markets professional having founded Hunter Green Institutional Broking in 2002, a specialist independent provider of investment research and advisory services. As well as investing in a diverse range of unlisted businesses, Charlie continues to manage direct equities on behalf of wholesale clients, advise Boards and C-Suites of ASX listed entities on stakeholder management issues, and sits on the investment committee of one of Queensland's largest independent financial planning groups.
Invest with conviction.
We aim to protect and grow investor capital through disciplined research, quality-focused decision-making, and a long-term perspective. Every investment reflects our commitment to thoughtful stewardship and genuine alignment with our clients’ goals.
