Kaplan Funds Management
Kaplan is a well established boutique fund manager founded in 1998 with in excess of $1 billion under management. Kaplan has successfully managed funds to deliver consistent returns for its clients under its absolute return philosophy.
Kaplan’s management style has appealed to charities, foundations, defined pension funds, self-managed super funds and high net worth individuals seeking consistent returns with low volatility.
Investment Trusts
Absolute return focus over the medium to long term
Kaplan Charitable Equities Fund
Consistent income with modest growth
Consistent income from high yielding securities
Absolute return focus over the medium to long term
Discrete Mandates
Portfolios designed to meet individual client requirements.
Listed Investment Companies (LIC's)
Investment Manager for Ironbark Capital Limited (ASX code IBC)