博满集团荣登《澳洲金融评论报》AFR头版

Melbourne Fund Manager Boman Group Captures National Attention with Bold Vision and Steady Growth

In Australia’s capital markets, Boman Group is rapidly emerging as a standout presence, thanks to its determined strides and distinctive vision.

Founded in 2011, this Melbourne fund manager has successfully managed over AUD 650 million in assets. Recently, Boman Group has entered a new phase of growth, drawing the attention of The Australian Financial Review, one of Australia’s leading financial publications.

Melbourne fund manager

 Australian Financial Review

Boman Group, formerly known as BMYG Financial Group, has recently completed a comprehensive rebranding initiative. As part of this transformation, the Melbourne fund manager has introduced a seasoned Advisory Board and launched two major new business divisions: a Joint Family Office and a Capital Markets Advisory service.

In addition to these new developments, Boman Group is also enhancing its existing flagship strategy—the Boman Paradigm Fund. The firm is preparing to launch the third phase of this strategy, injecting renewed energy into Australia’s and the global venture capital and private equity markets.

 Australian Financial Review

Boman Group Launches Two New Business Divisions

In an interview with the Australian Financial Review, Gao Songyu, Founder and CEO of Melbourne fund manager Boman Group, highlighted a generational shift in wealth values. He noted that compared to first-generation wealth creators, the next generation places greater emphasis on environmental concerns and is highly interested in technology—an outlook that aligns closely with Boman Group’s investment philosophy and direction.

“Many second-generation individuals have been educated in Australia and understand that they have access to global opportunities and emerging industries. This represents a highly attractive opportunity for Australia’s wealth management sector,” Gao stated.

Recognizing the transformative potential of intergenerational wealth transfer, Gao identified an evolving set of investment needs between the first and second generations. In response, Boman Group has launched two new business divisions: a Joint Family Office and a Capital Markets Advisory service.

The Joint Family Office aims to assist high-net-worth families in managing the complexities of wealth succession. Meanwhile, the Capital Markets Advisory division will provide capital solutions and strategic support to high-quality Asian businesses operating in Australia. This includes facilitating the international expansion of Chinese enterprises as well as guiding global capital into Chinese markets.


Seasoned Advisory Board Joins Boman Group

According to the Australian Financial Review, several respected figures from Australia’s wealth management and investment community have recently joined Boman Group’s Advisory Board.

The new members include:

  • Geoff Lloyd, former CEO of MLC Australia and Perpetual

  • Naseema Sparks, Director at Knight Frank Australia

  • Peter McGregor, former Executive Director of Infrastructure Investment at Goldman Sachs

  • Paul Chin, former Portfolio Manager at Vanguard and Barclays

The addition of this high-caliber Advisory Board brings significant expertise and prestige to Boman Group, reinforcing the Melbourne fund manager’s strategic capabilities as it moves into its next phase of growth.

Boman Group Founder and Advisory Committee

Boman Paradigm Fund Strategy Poised for Launch

In an interview with the Australian Financial Review, Gao Songyu, Founder and CEO of Melbourne fund manager Boman Group, revealed plans to launch a new private equity fund-of-funds with a target size of AUD 100 million.

“We’re seeing the door to the market gradually open. Launching this fund now is a strategic move to capture untapped investment opportunities in the venture capital space—especially at a time when fundraising environments remain challenging,” Gao stated.

The new fund will target sectors such as life sciences, productivity technologies, artificial intelligence, enterprise software, and renewable energy transition.

Boman Paradigm Fund, first launched in 2019, has successfully completed two prior phases. The fund has invested in several globally renowned private equity firms, including Square Peg, Main Sequence Ventures, Tiger Global, and Bain Capital.

Vincent Lu, Head of the Boman Paradigm Fund strategy, also shared insights with the Australian Financial Review. He noted that over the past two years, capital has shifted away from tech into more cash-generating, high-quality businesses. However, viewed through the lens of decades of capital market evolution, while cycles are inevitable, innovation never fades.

“We believe that innovation is essential to making the world a better place—this is a core principle we hold deeply,” said Lu. “As long as we believe in the permanence of innovation and entrust capital to the right investors, those funds will naturally flow to the right companies to realize that innovation.”

Vincent Lu, Head of the Boman Paradigm Fund strategy

“The high interest rate environment has led traditional venture capital limited partners to become more risk-averse,” said Gao Songyu. “We have a greater risk appetite, and thanks to our previous direct investments in startups, we possess deeper insights into tech businesses. We firmly believe that, given the current pace of innovation, the venture capital market—if positioned correctly—can leverage certain converging trends to make society better.”

 

阅读原文: https://www.afr.com/technology/rich-chinese-investors-join-1b-hunt-for-aussie-vc-funds-20240725-p5jwm6

2026财报季 | 第三周重点:BlueScope净利暴增857% 股价反跌;BHP利润增长30% 铜首次超越铁矿石

        2026.8财报季 第三周重点公司财报总结 (2026.8.17-2026.8.21)             重点公司财报回顾     BlueScope Steel是澳大利亚大型钢铁生产商,业务覆盖钢材制造、建筑产品及北美钢铁市场。   博思格钢铁(BlueScope Steel)FY26营收166.9亿澳元,基础EBIT同比增长72%至12.73亿澳元,高于指引上限;法定净利润8.02亿澳元,较上年的8380万澳元增长857%,法定每股收益1.83澳元。董事会宣派末期普通股息65澳分及特别股息70澳分,合计每股1.35澳元,均不带抵扣,2026日历年股东回报合计每股3.00澳元。业绩公布当日股价仍收跌1.29%至32.94澳元。   盈利改善几乎全部来自北美。俄亥俄州North Star电弧炉厂基础EBIT由2.67亿澳元跃升至8.05亿澳元,增幅201%,主因美国钢材价差走阔;北美分部整体基础EBIT达10.34亿澳元,东南亚业务创历史最佳。澳洲钢铁产品分部基础EBIT为1.88亿澳元,同比下降28%,中国钢材出口维持高位压低亚洲价差是本土业务承压的根源。全年投资回报率由6.2%升至10.7%。   FY26资本支出15亿澳元,为投资高峰年,自由现金流仅2.4亿澳元,净负债6亿澳元。新西兰电弧炉与西悉尼镀层生产线已进入调试,投资期正切换为交付期。管理层预计1H FY27基础EBIT为8.6亿至9.6亿澳元,并计划2027日历年再派每股3.00澳元回报。2月上任的CEO Tania Archibald将FY27定义为过渡年:新西兰经历产能爬坡,北美与澳洲有望继续改善。   CSL是澳大利亚最大的全球生物科技公司之一,核心业务涵盖血浆蛋白疗法、肾病及缺铁治疗,以及流感疫苗。   CSL将FY26定义为一个明显的“重置年(reset year)”。全年收入157.97亿美元,按固定汇率同比下降1%;Underlying NPATA为30.98亿美元,同比下降约2%,Underlying NPAT为28.37亿美元,同比下降3%。但由于一次性重组及大额资产减值,公司最终录得法定净亏损25.79亿美元,相比FY25的30.02亿美元净利润出现明显反转。需要强调的是,这一亏损主要是会计层面的非现金冲击:FY26包含约7.1亿美元?不,实际为71亿美元的减值及相关费用,以及约8亿美元税前重组成本,因此并不代表核心业务出现同等程度的恶化。经营现金流仍达到35.12亿美元,每股全年股息维持2.92美元。   业务层面呈现明显分化。最大业务CSL Behring收入113.87亿美元,按固定汇率下降1%,主要受中国白蛋白价格压力、美国Medicare Part D变化及部分成熟产品承压影响;但免疫球蛋白需求仍然稳健,新产品ANDEMBRY上市表现超预期,HEMGENIX销售增长25%。CSL Vifor收入23.79亿美元,同比增长3%,但铁剂业务受到欧美仿制药竞争、VELPHORO补贴机制变化以及TAVNEOS撤销上市许可等压力;这也是本年度减值的核心来源,其中Vifor相关资产在下半年产生约41亿美元减值。CSL Seqirus收入20.31亿美元,同比下降8%,但季节性流感疫苗收入仍增长4%,FLUAD及FLUCELVAX在欧洲新市场取得进展。   FY26更重要的变化在于公司正在推进较大规模的业务简化与成本重构。年内已经实现1.76亿美元年度化成本节省,高于目标;公司预计FY27节省金额扩大至约4亿美元,FY28最高达到约5.5亿美元,同时将约一半新增节省重新投入商业化及研发。血浆业务则继续关闭低效采浆中心、升级美国采浆设备并提升制造良率;资产负债表方面净债务/EBITDA维持在1.8倍,FY26已完成约10亿澳元股票回购,FY27计划继续回购11亿澳元。   展望FY27,管理层预计Behring和Seqirus重新恢复增长,但Vifor仍将是最大拖累:Behring收入预计实现中个位数增长,Seqirus实现低个位数增长,而Vifor收入预计下降约25%。集团整体收入按固定汇率预计与FY26大致持平,但在重组降本和效率改善推动下,Underlying NPAT预计增长约5%。因此,CSL当前的核心投资逻辑已经从过去单纯依靠血浆业务高速增长,转向“核心业务恢复 + Vifor去风险

博满集团荣登《澳洲金融评论报》AFR头版