Costa Asset Management
Geelong-based investment arm of the Robert and Anthony Costa families (ex-Costa Group); invests across equities, fixed income, property, lending and private equity.
USEFUL FOR Fund managers raising capital · Business owners seeking a long-term partner · Co-investors
Family & background
- FAMILY
- Costa
- HEADQUARTERS
- Geelong, Australia
- FOUNDED
- 2011
Investment approach
- ROUTES
- Companies (own capital) · Funds (as LP)
- STRATEGIES
- Direct investmentsPublic equitiesReal estatePrivate creditVenture capitalPrivate equity
Overview
Costa Asset Management (CAM) is the investment business of the Costa Family Office, which serves the Robert and Anthony Costa families in Geelong, Victoria. The brothers set it up as the family exited Costa Group, the fresh-produce business that listed on the ASX in 2015 and was fully sold by the family by 2017. CAM invests directly or through private equity partners in fixed income, Australian and international equities, secured lending, agricultural and other property, private equity and venture capital. Its listed partners include IDL, GO.FARM, Essantis, Argyle Square and LAB Group.
Investment thesis
Partner with experts in their industry and invest alongside them for the long term; industry agnostic despite the family's agricultural roots.
Holdings & investments (8)
- IDL (formerly Idyll Wine Co.)Food & Agriculture
- GO.FARM AustraliaFood & Agriculture
- MonnoReal Estate & PropTech
- Pro Terra PropertiesReal Estate & PropTech
- EssantisFood & Agriculture
- Argyle SquareReal Estate & PropTech
- LAB GroupFintech
- Lovely BanksReal Estate & PropTech
People
- Sally CampbellChief Investment Officer · source
- Robert CostaChairman · source
- Liza WhitmoreManaging Director and CEO · source
- Rhonda ArnottDirector and General Counsel · source
- Stuart CostaDirector · source
- David CostaDirector · source
- Amanda CostaDirector · source
- Anton WhiteheadDirector · source
- John BrazzaleDirector · source
Frequently asked questions
Costa Asset Management is a single family office based in Geelong, Australia, founded in 2011.
Costa Asset Management invests on behalf of the Costa family.
Costa Asset Management invests its own capital into companies and in third-party funds as an LP. Its stated asset mix includes direct investments, public equities, real estate, private credit, venture capital and private equity.
Costa Asset Management invests in Food & Agriculture, Real Estate & PropTech and Fintech.
Key people at Costa Asset Management include Robert Costa (Chairman), Liza Whitmore (Managing Director and CEO), Rhonda Arnott (Director and General Counsel) and Stuart Costa (Director).
Costa Asset Management's holdings and investments include IDL (formerly Idyll Wine Co.), GO.FARM Australia, Monno, Pro Terra Properties, Essantis, Argyle Square, LAB Group and Lovely Banks.