Suubee Group have announced today’s launch of its online investment solution, Suubee Portfolios, that allows retail and wholesale investors to access the team’s investment expertise in Australian and international markets.
The Suubee Portfolios solution is underpinned and administered by the OpenInvest platform.
The Suubee Group is a private investment community that has been developed over many years, based on the two decades of experience of the Suubee team in building and refining their investment and trading methodologies.
George Rolleston Founder and CEO described the group’s origins as providing education, training and mentorship to help the next generation of traders, based on the skills and methodologies he had learned and developed as an analyst, trader, venture capital investor and corporate adviser. The group traditionally also advises sophisticated investors.
“With the launch of Suubee Portfolios we are now offering access to retail investors to our professionally-managed investment portfolios, each with different objectives and themes. We are proud to be able to bring our active management capabilities and methodologies to a broader cohort of our investing community”, Rolleston said.
The new Suubee Portfolios solution is accessible via a simple 5-minute online application process via the Suubee website. Investors can get started with a recommended minimum investment of $50,000. Thereafter, investors will receive a regular stream of updates and explanations within the solution from the Suubee team designed to keep them informed of the team’s thinking, analysis and portfolio changes.
The Suubee Portfolios solution initially offers access to three investment portfolios: The Australian Leaders Portfolio, The Australian Resources Portfolio and The Global ETF Portfolio. Two additional portfolios focused on the US market and utilising US-listed securities will follow in the New Year.
Rolleston described the Suubee methodology as utilizing a rules-based investment strategy to identify market-leading stocks and sectors.
“Our goal is to invest in these high-potential names, maintaining a diverse portfolio of market leaders. Unlike a “buy and hold” approach, we dynamically rotate stocks as they gain or lose leadership status, ensuring we stay positioned for outperformance while prioritizing risk control.
“Success in investing hinges on asymmetric returns: maximizing gains from winners while minimizing losses from underperformers”, he said.
OpenInvest Head of Distribution, Ravi Verma, said that OpenInvest was proud to have been selected by the Suubee team to make their investment portfolios accessible to the broader Suubee community.
“The Suubee community has been investing successfully for many years using Suubee’s unique methodologies. Now, with the launch of Suubee Portfolios – underpinned by the OpenInvest platform – it is even simpler for investors to access the investment expertise and experience of George and his team,” he said.
