Category: Educational

August 13, 2020

Understanding ASX-quoted managed funds

By Andrew Macken

ASX-quoted managed funds are becoming increasingly popular among investors looking for a simpler and more transparent way to buy into diversified portfolios. These funds allow investors to easily buy and sell units (shares) via the Australian Securities Exchange (ASX).
May 20, 2019
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Why invest in a market neutral fund

By Tim Kelley

One of the things that characterises sophisticated investors is the way they use investment strategies that are designed to produce returns uncorrelated with equity market returns. These strategies include market neutral strategies, which are designed to profit from both increasing and decreasing prices in one or more markets, while also avoiding systemic market risk.
April 15, 2019

The mathematics of long/short

By Christopher Demasi

Over the past few weeks we have had the pleasure of meeting with clients and friends of the firm around Australia and New Zealand. We are fortunate to have such sophisticated advisers and investors as clients. It makes our discussions detailed and insightful. One subject of interest recently was the performance drivers of, and expectations for, long/short funds.

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