Its investment strategy is quite dynamic, focusing on a mix of acquisitions, direct investments, and managed investment schemes aimed at achieving high compound returns with capital stability , low volatility at minimal correlation to risk assets such as equities and bonds. This diversified approach doesn’t tie the company to fixed allocations, allowing it to be flexible and responsive to market changes.

In terms of direct investments, Excelsior has a history of acquiring businesses that align with its risk management profile. A notable recent activity was the sale of its wholly-owned subsidiary CMI Operations Pty Ltd which owned the CMI Electrical business, to IPD Group Limited (‘ASX:IPG’), marking a significant transaction in its investment history.

Additionally, Excelsior allocates to absolute return managed investment schemes and other direct investments, broadening its investment scope and return diversification. These activities include investing in non-correlated funds, property syndication, and mergers and acquisitions, supported by a specialised internal team that incorporates external advice for better decision-making and deal flow. This strategy illustrates Excelsior’s commitment to diversifying its investment portfolio and adapting to evolving market conditions.