Realm Investment House
Broc McCauley is a seasoned finance professional with extensive experience in investment management and business development. As a Partner and Head of Distribution at Realm Investment House since July 2019, McCauley plays a key role in managing approximately $6 billion in assets. Previously, McCauley served as a Business Development Manager at Pengana Capital Group, where responsibilities included driving growth across multiple Australian states. Prior experience includes roles as an Investment Adviser at Equity&Super and Associate Adviser at Pitcher Partners, along with a foundation as a professional athlete in the AFL with the Brisbane Lions and Hawthorn Football Club. McCauley's educational background encompasses a Bachelor of Commerce in Finance and Accounting, along with advanced qualifications in financial planning and applied finance.
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Realm Investment House
Realm Investment House is an asset management firm that has been established by an experienced team of professionals with tested investment beliefs, processes and extensive networks. Our Investment objectives and processes reflect our core values and skillset; Global Macro assessment of economic policy and investment markets Bottom-up Fixed income and credit portfolio management We do not invest in markets where we cannot fully conceptualize the risk/reward trade-off. The investment strategies reflect our strengths and confidence in our investment edge. Realm is a truly independent fiduciary, where the principals own the business ensuring alignment of interest with our clients. We offer a partnership approach with full transparency, and note the growing demand for this type of service. This involves clients in the investment process. We want our clients to understand the investments we manage on their behalf. Every month we publish market commentary and fund updates via email. To receive the newsletter direct to your inbox please visit our website and sign up!