Aura Group
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Why invest in Private Credit through Brett Craig’s Aura High Yield SME Fund
Roger Montgomery
August 3, 2023
For decades in the U.S. and Europe, private credit investing has been the prized preserve of High Net Worth, Ultra High Net Worth and Family Office investors. Indeed, ‘private debt’, as it’s known in Europe, may eventually become a centrepiece of the portfolio allocation model and no longer a satellite enhancement, and in doing so, will simultaneously highlight its burgeoning role within the financial ecosystem. continue…
by Roger Montgomery Posted in Aura Group.
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Aura Private Credit letter to investors: 28 July 2023
Brett Craig
July 31, 2023
Last week we commenced a series exploring the different loan and security types of the Aura Private Credit strategies hold exposure to via relationships with non-bank lenders we see as best of breed. These lenders provide Australian SMEs with specialised funding solutions, utilising securitisation warehouse structures, provided by the Aura Private Credit strategies, as investment vehicles. continue…
by Brett Craig Posted in Aura Group, Editor's Pick.
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Aura private credit: Letter to investors 21 July 2023
Brett Craig
July 26, 2023
The Aura Private Credit strategies partner with best of breed non-bank lenders who provide Australian SMEs with specialised funding solutions. These lenders utilise alternative security forms which the banks may be unable to use due to prudential regulations that govern the banking system in Australia. continue…
by Brett Craig Posted in Aura Group.
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Private Credit: a smart choice
Roger Montgomery
July 17, 2023
For many years I’ve advocated investment in equities. That won’t change. I believe owning quality growing businesses is the surest way to long-term wealth creation. A quick glance at the ‘rich lists’ of the wealthiest people in Australia, for example, reveals a list of business owners. And the stock market provides investors with access to many of the very same businesses. Purchase at a rational price a portfolio of businesses whose earnings march upwards over the years, and so will the market value of your portfolio. continue…
by Roger Montgomery Posted in Aura Group, Editor's Pick, Video Insights.
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We’ve returned 9.6%* pa to investors without sacrificing on security. Here’s how we do it
Brett Craig
July 13, 2023
In this period of heightened volatility, above-target inflation, and rising interest rates, you need investments that aim to protect your capital as well as grow it. Quality private credit is one way of achieving this. And unlike equities, the cash rate, or other asset classes, you’re not wed to the economic cycle. continue…
by Brett Craig Posted in Aura Group, Editor's Pick, Video Insights.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Aura Private Credit: Letter to investors 23 June 2023
Brett Craig
June 26, 2023
The minutes from the June Reserve Bank of Australia (RBA) meeting published last week revealed a more hotly contested meeting than the market anticipated, with the decision closely split between a hold or a 25 basis point hike. The threat of further inflation outweighing the option to hold. continue…
by Brett Craig Posted in Aura Group.
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Aura Private Credit: Letter to investors 16 June 2023
Brett Craig
June 16, 2023
The NAB Business Survey for the May reporting period has begun to demonstrate a significant slowing in activity and has identified widespread apprehension towards the future economic outlook. The survey results reported widespread weakening across most of the indicators, as high inflation and interest rates are now starting to limit growth and general market optimism. continue…
by Brett Craig Posted in Aura Group.
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Banks have left a $240 billion gap, now savvy investors are seeing opportunity
Brett Craig
June 15, 2023
Private credit used to be the domain of high net worth investors but that is all changing as nimble operators fill a gap in the market.There’s a $240 billion funding gap facing the small and medium enterprises (SMEs) that employ 70 per cent of the population. SMEs play an essential role in the economy. However, changes to regulatory requirements are making it harder for them to access funding to help them innovate and grow. continue…
by Brett Craig Posted in Aura Group, Editor's Pick, Video Insights.
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Aura Private Credit: Letter to investors 02 June 2023
Brett Craig
June 5, 2023
The monthly Consumer Price Index indicator rose by 6.8 per cent in the year to April 2023. This month’s result is higher than the 6.3 per cent rise reported in the prior month. The rise can be largely attributed to the rise in housing and petrol seen in April along with what are considered to be volatile items – fuel, fruit, vegetables and holiday travel. continue…
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Aura Private Credit: Letter to investors 26 May 2023
Brett Craig
May 29, 2023
Over the past decade, regulatory capital treatment has seen Authorised Deposit-taking Institutions or major Banks (ADIs) pull back from originating specialised asset-based loans, instead gaining exposure via asset-backed facilities secured by asset-based loans originated by non-bank lenders. Due to ADIs’ preference to invest only in large, mature facilities with a AAA rating, there is an inherent funding gap. This week we explore how specialised investment managers, such as the Aura Private Credit team, provide curated access for investors to this asset class via securitisation or asset-backed facilities. continue…
by Brett Craig Posted in Aura Group.
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