Greencape Capital is a boutique investment manager based in Melbourne.
The company was founded and is majority owned by David Pace and Matthew Ryland. Prior to establishing Greencape Capital, David and Matthew worked together at a large institutional funds management firm for over six years. Combined, they managed over $1.4 billion in their respective funds. Challenger Financial Services Group has a 25% shareholding in Greencape Capital, and provides administration and distribution support which allows the founders to focus on what they do best - investment management.
Greencape Capital's investment philosophy is grounded in the belief that markets are inefficient and that qualitative factors are generally under appreciated in investment decisions.
Greencape Capital's research effort is consciously efficient and targeted towards dynamics that appear unrecognised or misunderstood by the market. In using this approach, observations are made from an extensive visitation program where information is gathered from multiple sources on key factors that influence a stock. Observations gathered from such contacts are the primary driver of investment idea generation and conviction levels.