• INVESTMENT OPTION

    ALIUM MARKET NEUTRAL FUND

    Martin Rosser, The Portfolio Manager, has a 15-year track record of positive returns in every year including the Global Financial Crisis.

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ABOUT MARKET NEUTRAL FUND

The Alium Market Neutral Fund is for investors seeking to diversify into an investment where returns are not correlated with equities or other assets classes. The Fund takes a thematic, global approach to investing both long & short. Focus is given to changing operating conditions & how these may affect the value of individual companies. Particular focus is given to short themes, an area that is less well-researched & that aims to be a major source of alpha for the Fund over time.

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Short Themes

Short Themes

have generated over 50% of historical returns

Track Record

Track Record

A 15year track record of positive returns in every year including the Global Financial Crisis.

Capital Preservation

Capital Preservation

The Alium Market Neutral Fund has had a maximum drawdown of 2.7%.

Uncorrelated Returns

Uncorrelated Returns

The Fund aims to generate market neutral and positive returns in all conditions by investing in long and short thematic investments.

Liquidity

Liquidity

The Fund largely invests in liquid securities in global developed markets.

FUND PERFORMANCE

MONTHLY PERFORMANCE

 

Performance Jan Feb Mar Apr May June

July

Aug

Sep

Oct

Nov

Dec

YTD

2017

 

 

 

 

0.9%

1.4%

1.7%

1.2%

-0.3%

-1.4%

-0.2%

-0.8%

2.5%

2018

3.6%

3.1%

2.2%

1.2%

0.7%

0.0%

-0.3%

-2.3%

1.2%

0.8%

4.3%

1.6%

17.1%

2019

-1.9%

1.8%

-0.6%

-1.4%

1.7%

-0.4%

-1.6%

1.8%

1.1%

-1.0%

0.9%

0.7%

1.0%

2020

1.3%

1.8%

7.1%

-0.6%

2.4% 1.4% 2.1%

16.5%

Inception

40.9%

MARKET NEUTRAL TEAM

EXPERIENCED FUND MANAGERS

  • MARTIN ROSSER
    MARTIN ROSSER
    PORTFOLIO MANAGER

    Martin Rosser is the Portfolio Manager of the Alium Market Neutral Fund. He has over 23 years of experience in Financial Markets. Following completion of his Economics Degree at Sydney University, Martin began his career at Citibank in Sydney where he worked in Institutional Foreign Exchange and in banking Martin then moved to Fontainebleau, France to study a Master of Business Administration at INSEAD where he graduated with Distinction. He was then recruited by the Institutional Equities Division at Morgan Stanley in London. In London, after 3 years in pan-European Equities sales, Martin was offered a role in the Proprietary Investment group, where he managed portfolios of global equities from 2006 to 2010. Martin then accepted an offer to transfer home to Sydney with Morgan Stanley to establish a panAsian Proprietary Investment business where from 2010 to 2016 he managed market neutral equity portfolios.

  • ANTHONY SKOTNICKI
    ANTHONY SKOTNICKI
    SENIOR ANALYST

    Anthony has 13 years experience in financial markets across Australia, HK and London Prior to joining Alium Capital, Anthony ran an Asian Equity Market Neutral book at KIS Capital. From September 2009 (inception) to May 2019, KIS Capital’s Asia Long Short fund returned 11.6% annualised, with a Sharpe Ratio of 1.7 and a Sortino Ratio of 3.3 Prior to KIS Capital, Anthony worked at Morgan Stanley in London covering Hedge Funds, Sovereign Wealth Funds and Long Only Investors on Asian Equities. He was also responsible for the Asian Equity Derivative business in Europe. Prior to moving to London, he headed the JBWere Markets Desk (equity derivatives and fixed income) in Australia. Anthony commenced his career at Goldman Sachs JBWere in Melbourne He is a CFA Charterholder and published author on volatility.

  • JOEL TOMAINO
    JOEL TOMAINO
    ANALYST

    5 years of equity market experience based in Australia. Joel started his career as an Analyst with the Corporate Advisory team at Evans & Partners in Melbourne working across both Debt and Equity Capital Markets. After three years, Joel moved to Sydney to work with Liverpool Partners, a micro-cap Private Equity group where he worked across Technology, Healthcare and the Home Care sectors before joining the Alium team. Joel completed a Bachelor of Commerce from Monash University and has completed his CFA Level 1 accreditation.