Guiding principles | Milestones
Milestones
2011

- Kapstream Charity Night raises over $70k for Bear Cottage
- Kapstream FUM crosses $4 billion
2010
- Christmas in July at Bear Cottage
- Kapstream Charity Night raises over $45k for Bear Cottage
- Kapstream hires Steve Goldman as Managing Director
- Kapstream FUM crosses $2.5 billion
- Kapstream FUM crosses $3 billion
- Kapstream selected as a finalist for the Australian Hedge Fund of the Year
2009
- Daniel Siluk joins Kapstream as portfolio & risk analyst
- Kapstream launches Global Sovereign Bond Fund
- Kapstream reaches AUM of $550m
- Raymond Lee joins Kapstream as Credit Analyst
- Kapstream Charity night raises $24k for Bear Cottage
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Kapstream crosses A$1 billion in AUM
2008
- Dr David Howell hired as Senior Credit Advisor
- Kapstream Charity night raises $16k for Bear Cottage
- Awarded Best Emerging Manager at the AIMA Australian Hedge Fund Awards
- Mark Mitchell hired as Portfolio Manager, Head of Credit
2007

- Kapstream receives its AFSL license
- Kapstream Capital commences operation
- Kapstream launches Absolute Return Fund
- Challenger Limited seeds Kapstream with A$100 million
- Kapstream reaches AUM of $230 million
- Kapstream reaches AUM of $330 million
