HMC Capital Partners Fund 1 Upgraded to "Superior" by SQM Research
We are pleased to share that HMC Capital Partners Fund 1 has been upgraded to a 4.00-star “Superior” rating by SQM Research, a testament to the Fund’s standout performance, disciplined governance, and differentiated investment strategy1.
As of 30 June 2025, the Fund, led by David Di Pilla and Victoria Hardie, has delivered a 43.8% return over the past year (net of fees) and 29.5% annualised return (net of fees) since inception2, significantly outperforming both the ASX 300 Accumulation Index and peer benchmarks3.
This performance reflects our proactive approach to shareholder engagement, unlocking value through strategic transformation, M&A opportunities, and capital optimisation across a concentrated portfolio of high-conviction investments.
We remain committed to delivering uncorrelated, private equity-style returns for our investors from our existing investments and new opportunities, continuing the strong track record established to date.
For a copy of the report, please contact tim.koroknay@hmccapital.com.au.
- The rating is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the information memorandum and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.
- Inception date 31 August 2022
- Past performance should not be taken as an indicator of future performance. This general information does not take into account your investment objectives, financial situation or needs. See https://www.hmccapital.com.au/investment-strategies/private-equity/hmc-capital-partners-fund-i/ for more information on HMC Capital Partners Fund 1, including the Information Memorandum and how to apply.
