Private investment community Suubee Group has teamed up with OpenInvest to launch its range of investment portfolios covering both Australian and global markets to retail and wholesale 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,” Suubee Group founder and chief executive George Rolleston said.
“We are proud to be able to bring our active management capabilities and methodologies to a broader cohort of our investing community.”
The offering will provide individuals access to three portfolios, being The Australian Leaders Portfolio, The Australian Resources Portfolio and The Global ETF (exchange-traded fund) Portfolio.
The manager identifies market-leading stocks and sectors in which to make allocations using a rules-based investment approach.
“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 prioritising risk control,” Rolleston explained.
“Success in investing hinges on asymmetric returns: maximising gains from winners while minimising losses from underperformers.”
He pointed out the group was founded on providing education, training and mentorship to help the next generation of traders.
Individuals can access the portfolios by following a quick application process on the Suubee Group website. Once engaged, clients will receive regular updates and commentary giving insight into ongoing portfolio construction decisions. The recommended minimum investment amount is $50,000.
Further, investing options covering the United States market and US-listed securities will be released in 2026.
The OpenInvest platform will administer the Suubee Portfolios.
“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,” OpenInvest head of distribution Ravi Verma said.
