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Outperformance
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Passion
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Alignment
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Liquidity
- Outperformance
- Passion
- Alignment
- Liquidity
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A focus on consistent, absolute returns
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We love what we do
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If we don't believe in our strategy, why should you?
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An underlying discipline of good risk management
- A focus on consistent, absolute returns
- We love what we do
- If we don't believe in our strategy, why should you?
- An underlying discipline of good risk management
Our Approach
We are active, high-conviction investors, with a primary focus on bottom-up fundamental stock selection. We do not have a value or growth bias, and instead focus on generating returns on a consistent basis, irrespective of what style bias a company might fit into. We firmly believe that there is a price for everything, and that the quality of a company changes over time. Risk management is of utmost importance to our process in order to prevent capital loss.
Why Invest?
- Track record of delivering peer-leading, risk-adjusted, uncorrelated returns with no negative years
- Proven ability of generating positive returns in both rising and falling equity markets
- Emphasis on risk management and capital preservation to minimise drawdowns
- Alpha contribution from both long and short positions since inception
- Significant alpha contribution from short positions, a unique feature amongst peers
- Focus on large-cap securities to create a highly liquid investment portfolio
- A true to label market-neutral strategy specialising and based in Australia
Awards and Accolades
