In a world that's constantly changing, Drummond Capital Partners sees the opportunity to deliver superior client outcomes

Welcome to Drummond Capital Partners. We are a boutique investment manager focused on delivering a better client experience, drawing on our expertise in servicing clients and active funds management.

We manage a suite of high conviction, multi-asset portfolios with a range of investment objectives for financial intermediaries and wholesale investors.

FINANCIAL INTERMEDIARIES

Managed Accounts

We offer a traditional suite of high conviction, global multi-asset portfolios actively managed under the transparent and efficient managed account structure.

Combining proprietary research and a focus on risk management, the portfolios
have a strong track record of outperformance with our staff invested alongside you.

PRIVATE MARKETS

Drummond Private Markets SMA

An actively managed, semi-liquid managed account for private markets.

This SMA for wholesale investors creates a simple solution for advisors wishing to enhance their offering to high-net-worth clients by diversifying away from listed securities

Managed Funds

Dynamic Plus Fund

Investors are increasingly taking on higher investment risk to achieve double digit returns. The Fund is available for wholesale investors seeking double digit returns over the long term and liquidity.

With a broad global opportunity set, the Fund is diversified across asset class with a flexible mandate and a strong focus on risk management.

Our detailed research leads us to actionable investment insights. Filtering through the noise, we stay focused on what matters and transparent in our thinking.

Our Insights

April 24, 2025
Featured Insight

Deal or No Deal

The policy chaos which has become characteristic of the Trump Administration escalated over the past month. The much-anticipated Liberation Day tariff announcement was significantly worse than expected, sparking the fifth largest two-day fall in the US market since 1965 (~-10%). The market then partially recovered on news that reciprocal tariffs on all countries except China would be delayed for 90 days, though this gain hasn’t been maintained. Importantly, while bonds were initially rallying (yields falling) this has subsequently reversed with US bonds now selling off in sync with equity markets. This may reflect investors calling into question the inviolability of US government debt with Trump at the helm. Australian bonds have been better supported, a positive for our portfolios.

Deal or No Deal
April 24, 2025

The policy chaos which has become characteristic of the Trump Administration escalated over the past month. The much-anticipated Liberation Day tariff announcement was significantly worse than expected, sparking the fifth largest two-day fall in the US market since 1965 (~-10%). The market then partially recovered on news that reciprocal tariffs on all countries except China would be delayed for 90 days, though this gain hasn’t been maintained. Importantly, while bonds were initially rallying (yields falling) this has subsequently reversed with US bonds now selling off in sync with equity markets. This may reflect investors calling into question the inviolability of US government debt with Trump at the helm. Australian bonds have been better supported, a positive for our portfolios.

Deal or No Deal
April 24, 2025

The policy chaos which has become characteristic of the Trump Administration escalated over the past month. The much-anticipated Liberation Day tariff announcement was significantly worse than expected, sparking the fifth largest two-day fall in the US market since 1965 (~-10%). The market then partially recovered on news that reciprocal tariffs on all countries except China would be delayed for 90 days, though this gain hasn’t been maintained. Importantly, while bonds were initially rallying (yields falling) this has subsequently reversed with US bonds now selling off in sync with equity markets. This may reflect investors calling into question the inviolability of US government debt with Trump at the helm. Australian bonds have been better supported, a positive for our portfolios.