+61 3 8456 6400

H.B.U. Investments Limited
has a primary focus on
capital return driven
investment products.

Our goal

Our goal is to provide solid returns to investors without undue reliance on debt finance.

H.B.U. Investments Limited places a strong focus on local property market fundamentals.

The directors have strong backgrounds in investment, property markets and funds management operations.

Board of Directors

Denis Baulsom – Director

Denis has over 40 years’ experience in financial services including roles at major Australian institutions. Denis’ primary responsibility will be the communication of the funds investment proposition to investors. Denis has high level strategic marketing and business skills with an in depth understanding of investors aspirations and attitude to risk.

Denis has significant experience in the design of various investment products. Denis is a past chairman of the Australian Disability education program for the Australian Lifewriters Association and has been an educator and mentor to financial market participants.

Robert Pertich – Managing Director

Robert has an accounting background with over 25 year’s industry experience including experience in establishing, advising, auditing and managing property funds.

Robert has been a certified practising accountant since 1995. In his role as Managing Director, Robert will be responsible for overall business operations management.

Robert has been instrumental in providing strategic advice and financial leadership in numerous businesses over this period including large variation of industries and size of businesses giving him a great scope of business acumen and experience.

Over the 25 years of industry experience Robert has been involved in numerous property transactions covering residential, commercial and industrial property. This has ranged from pure investment acquisitions through to property development and the realisation of said assets.

With Robert’s consulting experience, he has been involved in listed and unlisted entities which have provided him with a full understanding of corporate governance and ASIC reporting requirements. Robert has also assisted with the maintenance of relevant corporate registries.

Anton Lawrence – Director

Anton Lawrence has over 28 years’ experience as a property analyst, fund adviser and fund manager. Anton has substantial knowledge and experience in direct and securitised property including listed and unlisted property trusts (REITs), mortgage funds, hybrid funds and domestic and global property securities funds and also has recent involvement in Australian equities and agriculture funds. Anton has been intimately involved in the development of managed investment schemes for both domestic and foreign clients, including product structuring, due diligence, regulatory compliance and asset allocation.

Anton has an intimate knowledge of the domestic and global property market and has previously worked for property fund managers, large banks, rating houses and listed REITs. Anton is a past member of the Executive of the Property Funds Association of Australia, the representative body for the unlisted property trust sector in Australia. Anton has many years’ experience managing funds’ investment processes, both in Australia and around the world.

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352 Bay Road
Cheltenham Vic 3192, Australia

admin@hbuinvestments.com.au

+61 3 8456 6400