Investor Profile

Dane Roberts

Chief Investment Officer at Fifth Estate Asset Management

Career Summary

  • Joint Portfolio Manager at Regal Funds Management

  • Analyst at PM Capital

  • Analyst at Australian Ethical Investments

  • Analyst at Aegis Equities

Biography

Dane Roberts is a seasoned investment professional with over 15 years of experience in financial markets. As the Chief Investment Officer at Fifth Estate Asset Management, Dane leads the firm’s investment strategies, focusing on identifying and capitalising on high-growth opportunities. Prior to this, he co-managed the Regal Small Companies Fund at Regal Funds Management, achieving impressive returns exceeding 30% per annum during his tenure. His analytical acumen was further honed through roles at PM Capital, Australian Ethical Investments, and Aegis Equities, where he developed a deep understanding of market dynamics and investment analysis. Dane holds a Master’s degree in Applied Finance and Investment from Kaplan, underscoring his strong academic foundation in finance. His career reflects a commitment to delivering exceptional investment performance and a keen ability to navigate complex market environments.

Investment focus:

  • High-growth small companies

  • Pre-IPO investments

  • Alternative assets

Assistance to Founders:

  • Providing strategic guidance on capital raising and market positioning.

  • Offering insights into scaling operations and achieving sustainable growth.

  • Facilitating access to a network of investors and industry experts.

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