Alpha Generation In High-Grade Global Fixed Income
The Intellectual Edge: Making Every Basis Point Count...
Coolabah Capital Investments is a leading global active fixed-income manager with over NZ$23 billion in funds under management.
Coolabah’s edge is in alpha generation in liquid, high-grade global credit and sovereign securities in contrast to traditional fixed-income strategies that drive returns through adding more interest rate duration risk, credit default risk, and/or illiquidity risk (or “beta”). This alpha is a function of the world-class analytical insights rendered by Coolabah’s human capital, which includes 63 executives with a long-term track-record of delivering prescient macro and quant insights.
Funds & Strategies
Gross Running Yields (p.a.)
31 July 2026
Source: Coolabah Capital Investments. Disclaimer: A running yield is a forward-looking measure of the income currently expected to be generated by the portfolio based on the coupons payable on the bonds held by the Fund as at the relevant date, before management fees, performance fees (if applicable) and fund expenses. It is not a forecast or guarantee of future income, is not indicative of total return, and will change as the portfolio’s composition and market conditions change. It may be different on the day you invest. All investments carry risks, including that the value of investments may vary, future returns may differ from past returns, and that your capital is not guaranteed. To understand the associated risks better, please refer to the Product Disclosure Statement.
Our Firm
in Funds Under Management
Full-time executives
Portfolio Managers & Traders
Analysts
Risk Executives
Global & regional fixed-income strategies
Long-only, long-short, zero duration, and long duration strategies
Offices in London, Miami, Sydney, Melbourne & Auckland
Our History
Coolabah Capital Investments is founded
Short-Term Income Fund is launched
CCI's team exceeds 10 executives
Long Short Credit Fund is launched. Melbourne office opens.
Team exceeds 20 executives
Coolabah opens London office
Team exceeds 30 executives
Pacific Coolabah Global Active Credit Fund is launched in Europe. CBOE: FRNS launches in Australia.
Coolabah opens Auckland office, 40 executives.
Global Floating Rate High Yield Complex ETF (YLDX) is launched. FUM passes $15bn
Pacific Coolabah Credit Alpha Fund is launched in Europe
FUM passes $19bn
Smarter Money Fund is launched
Angela Bennett's family office acquires 25% stake in CCI. FUM exceeds $200m
Active Composite Bond is strategy launched
Full capital structure ETF (ASX: HBRD) launched for BetaShares
Pinnacle acquires Bennett's 25% stake in Coolabah. FUM hits $2.9bn
Coolabah Active Composite Bond Complex ETF (CBOE: FIXD) is launched
Floating-Rate High Yield Fund is launched
Active Sovereign Bond Fund is launched. FUM exceeds $9bn
Active Global Bond Fund is launched
Coolabah opens Miami office
Coolabah Global Carbon Leaders Complex ETF (CBOE: CBNX) is launched
About Us
Coolabah Capital Investments is an independent global active fixed-income manager founded in 2011 and chaired by experienced super fund director Melda Donnelly.
Coolabah is 62% owned by its investment team and 38% owned by the NZ$276 billion boutique specialist investor, Pinnacle Investment Management.
Pinnacle’s mission is to establish, grow and maintain a diverse stable of world-class investment managers. It holds equity interests in numerous specialist investment managers, including Coolabah, and provides them with a comprehensive range of high quality and cost-effective infrastructure and other support services.
Partners, Projects & Passions
