Ravellan employs a long-term multi-asset endowment philosophy, allocating across public markets, private markets and alternative strategies.

This framework enhances portfolio resilience through market cycles while supporting sustainable capital growth. Capital preservation remains central — reflecting our responsibility to manage risk prudently while delivering long term growth of capital.

Capital preservation remains central to our philosophy, reflecting our responsibility to manage risk prudently while protecting legacy across generations.

Portfolios are structured according to each client’s risk parameters, liquidity requirements and long-term objectives.

Risk is managed at the total portfolio level through strategic asset allocation and advanced analytics, supporting informed decision-making across varying market environments.

A distinguishing feature of our investment approach is meaningful allocation to alternative strategies and private markets.

We believe our edge in alternative strategies is strengthened through our partnership with BlackRock Alternative Advisors (BlackRock) — a leading global manager of diversified alternative portfolios serving predominantly institutional clients, including sovereign-scale investors such as Australia’s The Future Fund.

Our relationship with BlackRock provides clients with exclusive access to a customised portfolio of global alternative managers, which has a multi-year track record of delivering attractive returns, while minimising volatility across market cycles.

Our private markets allocation seeks differentiated return sources through exposure to structural risk premia — including illiquidity, complexity and scale advantages. This includes private equity, venture capital, private credit and real assets.

While these strategies can enhance long-term outcomes, liquidity remains central to portfolio design and is carefully managed within each bespoke client framework.

Our investment management services form part of a broader private wealth framework, supporting purchasing power preservation, financial independence and enduring wealth stewardship across generations.