The Strategy


With regulation driving up capital charges, it is increasingly difficult for banks to act as asset managers. This is where Revolution, as a private debt manager investing in secured loans and asset backed securities, is uniquely placed to capitalise on this opportunity.

Revolution’s investment philosophy is centred on capital preservation and delivering long term value to investors by identifying the most compelling relative value opportunities across Australian and New Zealand Asset Backed Securities, private company and Leveraged Buyout debt, and real estate debt.

The Revolution strategy is a long term investment that aims to deliver a return of cash plus 4% to 5% p.a. (net of fees and expenses).

Market Opportunity

Targeting inefficient markets allows us to capitalise on the lack of competition in Australia and New Zealand for private lending.

Sourcing Opportunity

We gain access to large deal flow via long-standing relationships with private equity and specialty finance companies.

Investment Capabilities

Our capabilities are further strengthened by our investment in proprietary modelling, systems and technology.

Preserving capital

We put structural protection mechanisms in place designed to preserve capital, including covenants and levels of credit enhancement.


Our investment philosophy is centred on capital preservation and delivering long term value to our investors. As an experienced investment management team in Australian and New Zealand private debt, we are focused on identifying relative value opportunities, to capture illiquidity premia and generate alpha from specialist debt markets.

Initial Screen and Relative Value

Originate, screen and quantify opportunities.

Extensive Research / Due Diligence

Intensive credit and financial analysis / qualitative review of management.

Disciplined Approval Process

Unanimous approval process from the Investment Committee.

Continuous Portfolio Review

Active management and constant monitoring.

  • Additional governance is provided via the Investment Committee that oversees major decisions.
  • Our Environmental, Social and Governance (ESG) policy framework ensures such principles are considered at all stages of the process, from initial screening, through the due diligence phase, approval and ongoing monitoring.
  • For a copy of the ESG policy, contact us.
Private debt offers strong diversification with low volatility and low correlation to public markets.
Simon Petris Ph.D | Executive Director and Senior Portfolio Manager


  • Access to a capital stable portfolio that targets a return of cash plus 4% to 5% p.a. (net of fees and expenses).
  • A credit investment uncorrelated to traditional asset classes.
  • Low volatility through credit discipline with a strong focus on capital preservation.
  • A highly experienced investment team with in-depth market knowledge of the Australian and New Zealand private debt market.
LGT Crestone was a foundational investor in Revolution’s open-end vehicle some four years ago, and today remains a sizeable supporter of the firm. Private debt markets have grown substantially over the last decade with numerous new entrants, yet it was the team’s genuine through the cycle, non-bank lending experience combined with its diligent and conservative approach that most attracted our business. Messrs Sahota and Petris in particular have both been incredibly supportive of the needs to our firm, and refreshingly engaging and transparent in their approach.
LGT Crestone is significant investor in alternative assets across hedge funds, private markets and unlisted real assets, and Revolution plays a core (defensive) role within our portfolios. We believe that private debt will play an increasingly important role for investors moving forward given attractive risk-adjusted returns relative to other asset classes. Critically however, selecting the right manager in alternative assets is imperative, and we continue to trust the Revolution team to deliver the right outcomes for our clients.

Martin Randall | Partner, Head of Private Markets, LGT Crestone Wealth Management
October 2023