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INVESTMENT OPTION

ALPHA FUND

A Cross-Over Investment Fund with Public and Private Equity Investments – Modelled on the Traditional Family Office Structure

  • Investing In Private Companies Which Intend To List On The ASX
  • Technology & Innovation Tail-winds, As Well As Rising Representation of Technology On The ASX
  • Private Investments Valuation Arbitrage
  • Investments In Public Equity Markets – Thematic, Value, Placements, Blocks, Re-capitalizations
  • Focus On Risk Management With The Ability To Hedge The Portfolio
  • Focused On Constant Liquidity In The Portfolio

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An Innovative Investment Fund
Focused on Generating Returns
& Effectively Managing Risk, Always

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INVESTMENT OPTION

MARKET NEUTRAL FUND

Appealing To Investors Seeking Diversification Into An Investment Where Returns Are Not Correlated With Equities Or Other Assets Classes.

  • Thematic Approach To Investing
  • Uncorrelated Returns In All Market Conditions By Investing In Long And Short Thematic Investments
  • Focus On Large Cap, Liquid Securities
  • Particular Focus Is Given To Short Themes
  • Seeks to Protect Capital

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WHY INVESTORS CHOOSE US?

EXPERIENCED INVESTORS

We are bottom up investors with a deep understanding of business and value creation. Investing in companies requires interaction with management, competitive analysis and understanding catalysts that create value. The ethos of the firm is also embedded in risk management with a razor focus on managing downside risk, at all times.

The Alpha Fund protects downside in both public and private investing. We hedge in the public equity space and are valuation sensitive with private company investing in order to protect investor capital.

The Market Neutral Fund invests in global large caps and runs themes to extract winners / losers to generate alpha. The focus on large caps ensures liquidity is a priority. Investing globally provides a broad perspective to thematic investing.

100+ YEARS

COMBINED EXPERIENCE

THEMATIC &

INNOVATION FOCUS

GLOBAL

INVESTMENTS

AUSTRALIA

BASED

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THE TEAM

EXPERIENCED FUND MANAGERS

The team has a combined 100 years of industry experience & relationships which they leverage to identify alpha generating deals. In addition, the manager’s have experience in research, stock selection & portfolio risk management.

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