Savana: Revolutionizing Investment with Technology
We offer ETFs with no investment team. Instead, our proprietary algorithms drive smarter investment decisions at unprecedented scale, valuing over 40,000 stocks every day and eliminating human bias to deliver repeatable outperformance.
Why Birchal?
Were working with Birchal because we believe most investors share our frustration with the status quo. In an industry plagued by complexity and underperformance, our technology is designed to provide a low-cost, high-performing solution for investors.
Proven Success
After 8+ years of extensive R&D, Savana became an advisor to its first ETF on the ASX: a US Small Caps Fund, launched in Nov 2024. Our US Small Caps Fund delivered a 42% p.a. return between Jul 22 to Nov 24.
Tech-First Approach
Our proprietary technology overcomes human limitations like cognitive biases and inefficient stock market analysis. This allows us to launch funds at a fraction of the cost of traditional managers while delivering repeatable outperformance.
Market Opportunity
According to S&P Global, 85% of active equity managers underperform passive indexes over a 15-year period. In general, investors pay for underperformance. Savanas mission is simple: consistently outperform its passive peers by being radically different.
Scalable Business Model
Savana operates a highly scalable and cost-efficient business model. Unlike conventional asset managers who rely on costly teams of portfolio managers, Savanas fully digitalized investment strategy reduces overhead costs and eliminates human biases.
Revenue Model
Savana generates revenue through:
1% management fee on net asset value (NAV) to cover service costs
15% performance fee on returns exceeding the benchmark, ensuring strong alignment with investors
Our algorithm-driven approach enables efficient, low-cost expansion across various thematics and geographies. Additionally, by using a direct-to-investor distribution model, Savana eliminates intermediaries, reducing costs and enhancing transparency for everyday investors.
Savanas Mission
Savana is on a mission to democratize investing by leveraging cutting-edge technology to deliver high-performance, low-cost ETFs directly to all investors.
Long-Term Vision
Savana aims to maximize investor returns by leveraging proprietary algorithms for sustainable long-term outperformance. The company seeks to expand its product offerings by launching diverse ETFs, while scaling efficiently through its algorithmic platform to minimize costs.
By enhancing direct-to-investor engagement through transparent communication and education, Savana aims to build a strong investor community. Ultimately, the firm strives to establish itself as a market leader in Australia, challenging traditional fund managers with a smarter, tech-driven approach to investment.
Industry Overview
The investment landscape is undergoing a significant transformation, driven by the rapid growth of Exchange-Traded Funds (ETFs) and a shift towards direct-to-consumer investment platforms.
The rapid rise of ETFs continues to reshape global investing, with assets surpassing A$21 trillion by May 2024, and Australian ETFs growing by 38% to a record A$239 billion. This surge is largely driven by the underperformance of active fund managers, with 85% failing to beat their benchmarks over the past 15 years. As investors move toward low-cost alternatives, traditional wealth management is being disrupted, with more individuals bypassing expensive advisors in favor of direct, more accessible investment solutions.
Savana aims to be a pioneer in this rapidly evolving market.
Risk Disclosure
Any investment carries risk. You should consider your financial situation, objectives, and risk tolerance before investing. Always consider the general CSF risk warning and offer document before investing.
Please refer to the full outline of risks as set out in our Offer Document.
