Portfolio improvement
Portfolio & Performance

Listed Portfolio.

Our direct listed equity portfolio has delivered an annual return of 34% over the last four financial years. 

This is a core pillar to our portfolio. It represents more than half of our investment portfolio and encapsulates our investment philosophy.

Portfolio & Performance

Unlisted Portfolio.

Our Unlisted Portfolio has also delivered phenomenal returns. This includes:  

  • Enterprise Software and Data.

  • Payment Platforms

  • Property

  • Essential Goods and Services Businesses

  • Credit Investments

When we make an unlisted investment, we intend to hold it for at least 5 years, however, we are capable of holding investments much longer. We are opportunistic, not focused on short-term profits and are able to be flexible and move quickly. We believe this combination provides a significant investment advantage and aligns with our long-term value creation philosophy.

Enterprise Software.


Data and Content.

Essential Services and Products.

Select Residential, Commercial and Industrial Investment Properties.

Get in touch

MFO Investments
Archibald Tower,
Suite 101, 568 Oxford Street,
Bondi Junction NSW 2022