An Innovative Investment Fund
Focused on Generating Returns
& Effectively Managing Risk, Always
A Cross-Over Investment Fund with Public and Private Equity Investments – Modelled on the Traditional Family Office Structure
Appealing To Investors Seeking Diversification Into An Investment Where Returns Are Not Correlated With Equities Or Other Assets Classes.
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.
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.
Level 2, Domain House,
139 Macquarie Street,
Sydney NSW 2000
ACN: 614 150 097
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