Innova Asset Management

The firm runs concentrated, long-only equity portfolios. Its flagship Australian Equities Fund typically holds 15–30 high-conviction positions selected through fundamental, bottom-up research. A separate Global Equities Fund applies the same approach to international large-cap names. Both strategies treat the benchmark as a reference point rather than a construction constraint, which means active share runs high and sector deviations from the index can be significant.

No. Innova operates under Australia's wholesale investor exemptions and does not hold an Australian Financial Services License that would permit it to offer retail products. The firm does not appear on major wrap platforms or fund supermarkets. Access is limited to wholesale, sophisticated, and professional investors who meet the thresholds set out in the Corporations Act 2001.

Portfolio decisions are made by a central investment committee. The firm has not published the names or biographies of its individual portfolio managers, which is consistent with many Australian wholesale-only boutiques that rely on personal networks and direct client relationships rather than public profiles to attract capital. The lack of named principals is a known feature of this regulatory structure rather than an omission.

No. Holdings are disclosed only to clients through regular reporting. Because Innova does not operate a retail registered managed investment scheme, it is not required to submit portfolio disclosure documents to ASIC or publish quarterly holdings updates. This opacity is considered a competitive advantage by many boutique managers who want to avoid front-running of their concentrated positions.

The global strategy relies on a combination of external research providers and a network of relationships with other boutique managers. This is the standard operating model for smaller Australian managers running international equities — they do not maintain overseas offices or large internal research teams. Instead, they leverage sell-side research, independent analysts, and peer exchange to build and pressure-test their global stock selections.

There is no public record of Innova being linked to a specific family office or wealth origin. The firm presents as an independent boutique asset manager serving third-party wholesale capital. The name 'Innova' is shared by other unrelated financial entities globally; this Sydney-based firm operates entirely within the Australian regulatory framework with no disclosed cross-border parent or family-wealth backing.