Corporate Services

Our corporate team works with clients to develop and deliver their capital markets strategy.

Petra Capital’s corporate team has extensive experience in developing, planning, project managing and executing all forms of secondary market capital raisings. We work closely with clients at every stage of this process, ensuring that our approach is directed at meeting our client’s specific requirements.

In addition, our extensive domestic and international networks provide a platform for maximising opportunities to fulfil client capital requirements.

Research

Petra Capital’s Research team undertakes analysis and research for investment purposes.

We look for fresh, new, investment opportunities in emerging and growth companies across multiple sectors. Our talented and committed team of analysts take the time to understand the companies they cover, which results in concise, high quality, in depth analysis.

Core to our research and investment process is the identification of companies with strong management teams driving the growth of the businesses they manage. These companies often have a niche, competitive advantage and in all cases, present superior value or growth characteristics, capable of delivering superior results for investors.

Research

Petra Capital’s Research team undertakes analysis and research for investment purposes.

Global Distribution

Petra Capital conducts regular marketing campaigns in Australia, Asia, Europe and the United States.

Petra Capital’s clients include large international funds, mid-tier firms and boutique funds, providing us the capacity to facilitate material transactions.

We are active in the core financial hubs of London, Switzerland, Hong Kong, Singapore, the USA and New Zealand and in the non-core markets of Germany, France, South Africa, Dubai, Japan and China.

Funds Management

As part of Petra Capital’s diverse offering to clients, funds management services are also available via a professionally managed fund – Rockman Capital.

Rockman Capital is a 50:50 partnership between Petra Capital and the managers of the fund, all of whom are experienced fund managers with a proven track record.

The fund is independently managed, audited and with full compliance procedures in place.

Fund	Rockman Ex-50 Australian Equity Fund, an open ended unit trust for wholesale investors (minimum commitment $100K)
Objective	Preserve capital, grow wealth sensibly, low dependence on equity market direction
Investment Universe	ASX equities outside the top 50 by market capitalization
Stock Numbers	Target 10-30 in a relatively concentrated, high quality portfolio
Cash Weighting	0-50%
Fees	1% per annum management fee, performance fee 10% above the Hurdle
'Cash Plus' Real Return Hurdle	RBA cash rate plus 4% per annum (any underperformance accumulates and must be recovered prior to accruing performance fees)
Index Hedging	Index futures may be short sold up to the value of the long share portfolio (but not more) to help protect the Fund against general market risk
Pricing/Liquidity	Units priced daily to provide maximum liquidity to investors
Lock-up	No investor lock-up period, redemption monies typically received on T + 3
Distributions	Annual (elect to receive cash or reinvest)

Petra Capital provides a range of specialist services within its Corporate, Dealing and Research Functions.

Petra Capital provides a range of specialist services within its Corporate, Dealing and Research Functions.

Corporate Services

Dealing

Research

Multiple Sectors

Aeronautical Services

Agriculture

Base Metals

Bulk Commodities

Chemicals

Defence Services

Distributors

Energy

Engineering

Fin Tech

Gaming

Gold

Health Services

Industrial Metals & Minerals

Legal Services

Logistics

Manufacturing

Med Tech

Mining Services

Pharmaceuticals

Property

Retail

Soft Commodities

Software & Services

Sustainability

Telco Tech

Telecommunications

Utilities & Power

Research

We work hard to build long lasting, trusting relationships.

Global Distribution

Funds Management