Answers to common questions about Glen Elgin Investments, our approach, fees, investment opportunities, and how we work with clients.
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Glen Elgin Investments is a capital growth consultancy that works with individuals, families, and organisations seeking to grow capital over time. We research, identify, and present investment opportunities across listed equities, pre-IPO and IPO opportunities, fixed-term structures, and private-market investments.
Glen Elgin researches investment opportunities, assesses them, and presents them to clients so they can make informed decisions. We work with clients to build and manage portfolios over time, with the objective of growing capital through a disciplined, research-driven approach.
Glen Elgin works with individuals, families, business owners, and organisations who value a considered, long-term approach to capital growth. Our clients are people who want access to investment opportunities across multiple asset classes, supported by research and guidance.
Glen Elgin operates as a capital growth consultancy. This means our focus is on identifying opportunities that have the potential to grow client capital over time. Our consultancy fee is based on profit generated, meaning our remuneration is directly connected to the outcomes we seek to create for clients.
Our process follows a structured approach: we research and identify opportunities, assess them, present them to clients, deploy capital based on client decisions, monitor and manage positions over time, and seek to build a self-financing portfolio where successful investments can generate capital for reinvestment.
Our team researches opportunities across the markets and areas within our remit, including listed equities, pre-IPO and IPO opportunities, fixed-term structures, and private-market investments. Each opportunity is assessed against a consistent framework before being presented to clients.
Clients decide how much capital to allocate based on their own circumstances, objectives, and risk tolerance. Glen Elgin presents opportunities and provides information, but the decision of how much to invest rests with the client.
The long-term objective is to build a portfolio where successful investments can generate capital that is subsequently redeployed into further opportunities. This is what we mean by a self-financing portfolio. It is a strategy and an objective, not a guarantee that investments will generate sufficient profits to finance future investments.
Where a portfolio performs successfully and additional capital becomes available, the objective is to gradually increase the amounts being deployed. The intention is to create a compounding cycle: capital, opportunity, profit, reinvestment, a larger capital base, and further opportunities. This is an objective, not a guarantee of compounding returns.
Glen Elgin charges a consultancy fee based on profit generated for the client. Where a client makes a profit, Glen Elgin charges 2% of that profit. If no profit is generated, there is no 2% profit-based consultancy fee. This means our remuneration is directly connected to the generation of profit for the client.
The 2% profit-based consultancy fee means that Glen Elgin charges 2% of the profit generated for a client. For example, if a client generates a profit of AUD 10,000, Glen Elgin's consultancy fee would be AUD 200, and the client retains AUD 9,800. The 2% applies to profit, not to the client's entire investment capital.
If no profit is generated, there is no 2% profit-based consultancy fee from Glen Elgin. Our profit-based model means our remuneration is directly tied to the generation of profit for the client.
Understand our alignment of interests
No. The 2% Glen Elgin profit-based consultancy fee is separate from normal market-related charges. Where clients purchase listed trading stocks on any market, normal applicable costs may apply, including stamp duty, transaction duties, brokerage, exchange fees, clearing fees, regulatory charges, custody or platform charges, and other charges imposed by the relevant market, broker, or investment provider. Applicable charges depend on the market, instrument, broker, and transaction.
Read about other investment costs
Yes. Where clients purchase listed shares, normal market charges and duties may apply. These are separate from Glen Elgin's 2% profit-based consultancy fee. The specific charges depend on the market, instrument, broker, and transaction involved.
Glen Elgin covers opportunities across listed stocks and shares, pre-IPO and IPO opportunities, fixed-term structures, and private-market investments. Each opportunity is assessed against a consistent framework before being presented to clients.
Listed stocks and shares represent ownership in publicly traded companies. They provide direct exposure to publicly listed companies across global markets, from established businesses to emerging sectors. Investors can build diversified portfolios across geographies and industries.
Pre-IPO and IPO opportunities involve companies approaching or entering public markets. Pre-IPO refers to investment opportunities in companies expected to pursue a public listing but that have not yet done so. An IPO (Initial Public Offering) is the process by which a private company first offers its shares to the public. These opportunities can offer exposure to high-growth companies but carry significant risk, limited liquidity, and eligibility requirements.
Explore pre-IPO and IPO opportunities
Fixed-term investments are structured around a defined investment period, allowing investors to understand the intended term and applicable conditions before committing capital. Capital is typically committed for the full term, and early access may not be available. These are not necessarily capital guaranteed or risk-free.
Learn about fixed-term investments
Private-market opportunities involve investing in privately held companies that are not listed on public stock exchanges. These companies may be seeking capital for growth, expansion, or transformation. Private equity investments are typically illiquid, require a longer time horizon, and carry significant risk.
No. Investments are not guaranteed. The value of investments can rise or fall based on market conditions, company performance, and broader economic factors. Different investments carry different levels and types of risk. Pre-IPO, IPO and private-market investments may involve additional considerations including limited liquidity, valuation uncertainty, restricted access to secondary markets and the possibility that an investment may not perform as anticipated. Past performance is not a reliable indicator of future performance. No investment outcome is guaranteed.
Yes. All investments carry risk, and investors can lose some or all of their invested capital. The level of risk varies by investment type, structure, and market. Investors should carefully consider their investment objectives, risk appetite, and financial circumstances before investing. Where appropriate, investors should seek independent professional advice. The value of investments can fall as well as rise.
Read our investment philosophy
Glen Elgin prioritises understanding downside risk before pursuing upside. We assess market risk, concentration risk, liquidity risk, and operational risk for every position and across the portfolio. Every opportunity is assessed for risk before return. Diversification across asset classes, sectors, and geographies is a core part of our approach. However, no risk management process can eliminate investment risk entirely.
Read our investment philosophy
Diversification reduces reliance on any single outcome. By spreading investments across asset classes, sectors, geographies, and time horizons, investors can manage exposure and capture a range of opportunities. Concentrated portfolios carry higher risk than diversified ones. However, diversification does not guarantee investment performance or eliminate the risk of loss.
No. Access to an investment opportunity does not mean that an investment is suitable for every investor. The suitability of any investment depends on the individual circumstances of the investor and the characteristics and risks of the investment. Investment opportunities and allocations may be subject to availability and specific conditions. Before making an investment decision, investors should consider the characteristics and risks of the relevant investment and whether it is appropriate for their circumstances. Where appropriate, investors should seek independent professional advice.
Want to understand more about how our fee model works? Fees & How We Work