Oceana Funds is a fully integrated funds management platform offering funding and partnership opportunities across a range of asset and classes.
We follow a set of principles in all our dealings reflected in our product offerings and offer fundraising, structuring, risk management, and underwriting.
Oceana Funds is a leading Australian alternative investment management firm with expertise in private credit and speciality real estate equity strategies.
We pride ourselves on delivering superior risk-adjusted returns via our structuring and diligence abiding by six core principles in all our strategies. Since inception, we have placed $1.5bn of financial products with high net worth and institutional investors and worked with business owners, management, and independent sponsors.
Oceana Funds is a fully integrated funds management platform offering funding and partnership opportunities across a range of asset classes.
David Lewis
Founder & CEO
OCEANA FUNDS
Oceana Australian Fixed Income Trust (OAFIT)
OAFIT is an Australian $1.2 bn private debt ABS (Asset Backed Securities) securitisation program. OAFIT has fixed income characteristics of regular income distributions combined with structural subordination and credit enhancement features. We offer three tranches of Notes (A, B, C), and have an 8-year audited track record supported by an institutional capital table.
The underlying assets of the fund are short term receivables, centered largely around invoice financing, corporate lending, SME loans, and supplier finance.
Oceana Property Partners
We identify market leading specialist property managers across commercial, industrial, and retail assets across Australia. We are driven to provide investors sustainable income and to unlocking capital values in our assets, partnering with best of breed managers who shares our values and ensuring our investors earn a superior risk-adjusted return consistent with any Oceana Funds strategy.
OUR HISTORY
Since 2012, Oceana has successfully provided unique investment offerings to wholesale and sophisticated investors in Australia, Asia, North America, and Western Europe.
CORE CAPABILITIES
Differentiated approach and origination platform.
- Offices and representation in Sydney, Melbourne, London, New York*, Dallas* and Los Angeles.*
- Deep industry relationships with originators, award-winning technology infrastructure, institutional investor and distribution partners in APAC and North America.
- Partnership with market leading originators, sponsors, and service providers at the core of all strategies.
- Strong track record and reputation for product and superior risk adjusted returns.
* US offices via referral partners
Disciplined underwriting standards.
- 11-year track record in investment management.
- 7-year track record in private credit and best of breed risk adjusted returns.
- Underwriting and risk management at the forefront of any product or investment opportunity.
- Relevant industry experience, structuring, and credit enhancement, key value drives for partnerships.
Diversified private credit and investment platform.
- OAFIT offers investors access to the full range of private credit in one securitised product.
- OPP provides property equity participation with debt characteristics of yield and underwriting focus.
- Further investment opportunities coming soon.
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ESG & RESPONSIBLE INVESTING
Oceana Funds is committed to being a responsible cooperative citizen and fostering responsible environmental, social and corporate governance (ESG) practices in our own business and encouraging the same in the businesses we partner with.
Oceana Funds acknowledges that in recent years there has been a growing preference for accountability outside the realms of financial performance. Individual and institutional investors have grown wise to a global focus on sustainability; they are looking for disclosure of and action on environmental, social and governance (ESG) risk.