Current Unit Price: (20 min. delayed price) ASX:MXT $2.05 0.00%
NAV as at COB: 12.09.19 $2.0053
Current Unit Price: (20 min. delayed price) ASX:MOT $2.08 0.48%
NAV as at COB: 12.09.19 $2.0345

A NEW MEASURE

Like to do things differently? You’ve found the right partner. Investing and borrowing should be about realising the possibilities, not blindly following the establishment.

Who we are

We are a leading Australian non-bank corporate lender and alternative asset manager specialising in fixed income, private credit, equity and capital markets.

Through our managed funds we provide unrivalled access to the highly attractive Australian private debt market to investors ranging from individuals to global institutions.

We offer Australian corporate borrowers of all sizes and across all industries bespoke borrowing solutions tailored to their specific needs.

We launched our first wholesale fund in 2013 and we are the manager of a number of wholesale investment trusts in addition to the MCP Master Income Trust (ASX:MXT), which successfully listed on the ASX in October 2017. Our second ASX-listed vehicle MCP Income Opportunities Trust (ASX:MOT) started trading in April 2019.

We have established a range of unique and innovative investment products that are designed to provide investors with access to investment opportunities that seek to provide capital stability and regular income.

Metrics’ experienced investment team comprises the four founding partners and is supported by a team of highly qualified investment professionals with skills and experience covering origination, credit and financial analysis, portfolio risk management, legal and fund administration.

OUR EDGE

As an independent, alternative asset manager, we are able to think quickly and act fast.

Combine this with our wealth of knowledge and we have the flexibility and capability to deliver opportunities right across the risk spectrum driving superior returns for our investors. Our expertise spans all levels of the capital structure, from investment grade to sub investment grade assets.

We have a long track record of partnering with corporate borrowers across industries, the credit spectrum and loan products, to deliver bespoke borrowing solutions.

Our borrowers and investors take comfort from our investment team having an average of 30 years’ each of experience in funds management, corporate finance, banking, and portfolio risk management.


OUR PHILOSOPHY

We never stop seeking out new opportunities for our clients to generate wealth. Whether it’s providing borrowers with bespoke lending transactions to help achieve their goals, or creating new ways for investors to access diverse alternative assets, we have your measure.

For investors, we drive active strategies that yield a target return, while maintaining a strong focus on investor capital preservation. Summed up in one distinct formula:

ACTIVE ORIGINATION
+
SUPERIOR PORTFOLIO CONSTRUCTION
+
RIGOROUS ONGOING CREDIT ANALYSIS & PORTFOLIO RISK MANAGEMENT
+
BENEFITS OF SCALE
=
INVESTMENT OUTPERFORMANCE

At Metrics we believe private markets investments provide superior risk-adjusted returns compared with other investment options.

We drive portfolio diversity by investing across the credit spectrum, capital structure, borrowers, industries, and debt products.

Our scale enables us to participate alongside syndicate banks or meet borrowers’ needs on our own.

As an agile and independent non-bank lender, our philosophy is to work collaboratively with companies and deliver debt solutions to help them realise their business goals.


PROFIT FROM GROWTH

Our assets under management continue to grow. That’s thanks to our continued focus on building strong partnerships with corporate borrowers and managing risks to deliver returns for investors. We have an impressive track record in identifying market opportunities that produce attractive risk-adjusted returns while meeting our stringent risk assessment requirements.

We believe investment portfolio diversification is important. By investing in private markets, our funds seek to deliver returns that are uncorrelated to listed equities or public market debt securities.

Meet The Partners
Andrew Lockhart

Andrew Lockhart

Managing Partner + Investment Committee

Andrew has more than 30 years’ banking, funds management and financial markets experience and previously specialised in leverage and acquisition finance as well as corporate and institutional lending. Andrew’s considerable experience includes being responsible for the management of large, diversified and complex loan portfolios including corporate restructurings. Andrew holds a Bachelor of Business and Masters of Business Administration from the Queensland University of Technology.

Justin Hynes

Managing Partner + Investment Committee

Justin Hynes has more than 20 years’ experience working across loan origination, structuring and portfolio management. Justin has extensive acquisition and corporate finance experience in both an advisory and principal capacity in Australia and South East Asia, including workouts and restructurings. Justin holds a Bachelor of Commerce and Bachelor of Japanese Studies from the Australian National University

Graham McNamara

Graham McNamara

Managing Partner + Investment Committee

Graham has 40 years’ experience in banking, funds management and financial markets and has established the loan syndications and agency businesses at major Australian banks. He has considerable experience in risk management, debt origination and distribution, agency management and corporate banking. Graham has been a director of the Asia Pacific Loan Market Association and was the founding chairman of the Association’s Australian Branch. He is a Member of the Australian Institute of Company Directors.

Andrew Tremain

Andrew Tremain

Managing Partner + Investment Committee

Andrew has more than 30 years’ experience in corporate loans, structured, leverage and acquisition finance, portfolio management and relationship management across Australia, Europe and Asia. Andrew holds a Bachelor of Commerce from Macquarie University

Andrew Tremain

Who we are

We are a leading Australian non-bank corporate lender and alternative asset manager specialising in fixed income, private credit, equity and capital markets.

Through our managed funds we provide unrivalled access to the highly attractive Australian private debt market to investors ranging from individuals to global institutions.

We offer Australian corporate borrowers of all sizes and across all industries bespoke borrowing solutions tailored to their specific needs.

We launched our first wholesale fund in 2013 and we are the manager of a number of wholesale investment trusts in addition to the MCP Master Income Trust (ASX:MXT), which successfully listed on the ASX in October 2017. We have established a range of unique and innovative investment products that are designed to provide investors with access to investment opportunities that seek to provide capital stability and regular income.

Metrics’ experienced investment team comprises the four founding partners and is supported by a team of highly qualified investment professionals with skills and experience covering origination, credit and financial analysis, portfolio risk management, legal and fund administration.

OUR EDGE

As an independent, alternative asset manager, we are able to think quickly and act fast.

Combine this with our wealth of knowledge, and we have the flexibility and capability to deliver opportunities right across the risk spectrum driving superior returns for our investors. Our expertise spans all levels of the capital structure from investment grade to sub investment grade assets.

We have a long track record of partnering with corporate borrowers across industries, the credit spectrum and loan products, to deliver bespoke borrowing solutions.

Our borrowers and investors take comfort from our investment team having an average of 30 years’ each of experience in funds management, corporate finance, banking, and portfolio risk management.

OUR PHILOSOPHY

We never stop seeking out new opportunities for our clients to generate wealth. Whether it’s providing borrowers with bespoke lending transactions to help achieve their goals, or creating new ways for investors to access diverse alternative assets, we have your measure.

For investors, we drive active strategies that yield a target return, while maintaining a strong focus on investor capital preservation. Summed up in one distinct formula:

ACTIVE ORIGINATION
+
SUPERIOR PORTFOLIO CONSTRUCTION
+
RIGOROUS ONGOING CREDIT ANALYSIS & PORTFOLIO RISK MANAGEMENT
+
BENEFITS OF SCALE
=
INVESTMENT OUTPERFORMANCE

At Metrics we believe private markets investments provide superior risk-adjusted returns compared with other investment options.

We drive portfolio diversity by investing across the credit spectrum, capital structure, borrowers, industries, and debt products.

Our scale enables us to participate alongside syndicate banks or meet borrowers’ needs on our own.

As an agile and independent non-bank lender, our philosophy is to work collaboratively with companies and deliver debt solutions to help them realise their business goals.

PROFIT FROM GROWTH

Our assets under management continue to grow. That’s thanks to our continued focus on building strong partnerships with corporate borrowers and managing risks to deliver returns for investors. We have an impressive track record in identifying market opportunities that produce attractive risk-adjusted returns while meeting our stringent risk assessment requirements.

We believe investment portfolio diversification is important. By investing in private markets, our funds seek to deliver returns that are uncorrelated to listed equities or public market debt securities.

Meet The Partners
Andrew Lockhart

Andrew Lockhart

Managing Partner + Investment Committee

Andrew has more than 30 years’ banking, funds management and financial markets experience and previously specialised in leverage and acquisition finance as well as corporate and institutional lending. Andrew’s considerable experience includes being responsible for the management of large, diversified and complex loan portfolios including corporate restructurings. Andrew holds a Bachelor of Business and Masters of Business Administration from the Queensland University of Technology.

Justin Hynes

Managing Partner + Investment Committee

Justin Hynes has more than 20 years’ experience working across loan origination, structuring and portfolio management. Justin has extensive acquisition and corporate finance experience in both an advisory and principal capacity in Australia and South East Asia, including workouts and restructurings. Justin holds a Bachelor of Commerce and Bachelor of Japanese Studies from the Australian National University

Graham McNamara

Graham McNamara

Managing Partner + Investment Committee

Graham has 40 years’ experience in banking, funds management and financial markets and has established the loan syndications and agency businesses at major Australian banks. He has considerable experience in risk management, debt origination and distribution, agency management and corporate banking. Graham has been a director of the Asia Pacific Loan Market Association and was the founding chairman of the Association’s Australian Branch. He is a Member of the Australian Institute of Company Directors.

Andrew Tremain

Andrew Tremain

Managing Partner + Investment Committee

Andrew has more than 30 years’ experience in corporate loans, structured, leverage and acquisition finance, portfolio management and relationship management across Australia, Europe and Asia. Andrew holds a Bachelor of Commerce from Macquarie University

Andrew Tremain
Current Unit Price: (20 min. delayed price) ASX:MXT $2.05 0.00%
NAV as at COB: 12.09.19 $2.0053
Current Unit Price: (20 min. delayed price) ASX:MOT $2.08 0.48%
NAV as at COB: 12.09.19 $2.0345

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Disclaimer and disclosure

All website content in respect of the MCP Master Income Trust ARSN 620 465 090 (the Trust) is issued by The Trust Company (RE Services) Limited ABN 45 003 278 831 AFSL 235 150 (Perpetual) as responsible entity of the Trust and is prepared by Metrics Credit Partners Pty Ltd ABN 27 150 646 996 AFSL 416 146 (Metrics) as the investment manager of the Trust.

The information provided in this website is of a general nature only and has been prepared without taking into account your objectives, financial situation or needs. Before making an investment decision in respect of the Trust, you should consider the current product disclosure statement (PDS) of the Trust and the Trust’s other periodic and continuous disclosure announcements lodged with the ASX, which are available at www.asx.com.au/, and assess whether the Trust is appropriate given your objectives, financial situation or needs. If you require advice that takes into account your personal circumstances, you should consult a licensed or authorised financial adviser.

Neither Perpetual nor Metrics guarantees repayment of capital or any particular rate of return from the Trust. Neither Perpetual nor Metrics gives any representation or warranty as to the currency, reliability, completeness or accuracy of the information contained in this website. All opinions and estimates included in this website constitute judgments of Metrics as at the date of website creation and are subject to change without notice. Past performance is not a reliable indicator of future performance.

Cororate Governance
Personal Trading in Non-Perpetual Securities | RE Services Personal Trading in Non-Perpetual Securities | Unitholders Communications Policy | Continuous Disclosure Policy

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned May/2019) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines

Disclaimer and disclosure

All website content in respect of the MCP Income Opportunities Trust ARSN 631 320 628 (the Trust) is issued by The Trust Company (RE Services) Limited ABN 45 003 278 831 AFSL 235 150 (Perpetual) as responsible entity of the Trust and is prepared by Metrics Credit Partners Pty Ltd ABN 27 150 646 996 AFSL 416 146 (Metrics) as the investment manager of the Trust.

The information provided in this website is of a general nature only and has been prepared without taking into account your objectives, financial situation or needs. Before making an investment decision in respect of the Trust, you should consider the current product disclosure statement (PDS) of the Trust, which is available and can be obtained from this website, and the Trust’s other periodic and continuous disclosure announcements lodged with the ASX, which are available at www.asx.com.au, and assess whether the Trust is appropriate given your objectives, financial situation or needs. If you require advice that takes into account your personal circumstances, you should consult a licensed or authorised financial adviser.

Neither Perpetual nor Metrics guarantees repayment of capital or any particular rate of return from the Trust. Neither Perpetual nor Metrics gives any representation or warranty as to the currency, reliability, completeness or accuracy of the information contained in this website. All opinions and estimates included in this website constitute judgments of Metrics as at the date of website creation and are subject to change without notice. Past performance is not a reliable indicator of future performance.

Cororate Governance
Personal Trading in Non-Perpetual Securities | RE Services Personal Trading in Non-Perpetual Securities | Unitholders Communications Policy | Continuous Disclosure Policy

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned May/2019) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines

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