Delivering innovative market insights.

At First Mutual Private Equity, we maintain an active, future-focused approach to both anticipating and interpreting the wide range of conditions shaping our investments.

The First Mutual approach

Led by our Managing Partner, First Mutual Private Equity (FMPE) has assembled an exciting team of qualified, high-performance researchers and traders.

Their shared task is to develop a deep understanding of our companies, looking beyond short-term turbulence and with an emphasis on the long-term resilience and underlying strength of Australian companies to market influences.  

Once a company is identified as a prospect for investment, it is offered to the team for peer review and critical appraisal to test the research. 

Conviction, expertise and performance in volatile markets.

Over the past three decades, worldwide markets have experienced unprecedented volatility, including significant events such as:

  1. 1987, Black Monday on the Dow Jones; 
  2. The 1990’s recession; 
  3. September 11, 2001 when the Dow fell significantly; 
  4. US Bear Market in 2007, 
  5. 2008 Global Financial Crisis, and 
  6. The 2020 crash due to COVID-19

Still, the ASX 200 Index has provided an average return of 8.2% over the past 20 years with many stocks performing well in excess of the average.

Experienced, Relationship-Driven, Outperforming.

With conditions now more turbulent than ever, it takes a significantly experienced and relationships-focused investment partner to see beyond the short-term and on to the horizon of opportunity in Australia, and beyond.

FMPE’s Managing Partner has been in commercial business for over 35 years and has successfully navigated through all examples of market volatility during this time. 

Leading with foresight, assurance and the power of human potential, FMPE consistently outperforms the aggregate average returns in the market through a diversified portfolio of property, equities and commodity positions. 

Why invest here?

Australia: the world’s 12th largest economy

Australia is set to become the world’s 12th largest economy in 2023, according to the IMF. Nominal GDP will be around A$2.5 trillion for a country that is home to just 0.3% of the world’s population, but accounts for 1.7% of the global economy.

Australia: a resilient economy that shines in global rankings

The Australian economy is backed by huge deposits of natural resources, made even better by recent price increases in commodities. Australia is the world’s largest producer of iron ore, bauxite and opal.   Australia is also the second largest producer of gold, manganese and lead and our agriculture and fisheries industries feed the world.

Australia: a safe banking system and one of the most stable economies in the world

According to the World Economic Forum, Australia ranks highly in the top banking systems in the world along with Canada, Luxembourg and Sweden. The United States of America ranks 40th. What’s more, Australian banks enjoy strong capital/liquidity positions and healthy profits. In 2022, having emerged from the pandemic largely unscathed, the combined cash profits for Australia’s biggest banks rose 6% to $28.5 billion.