Market Neutral

Asset Allocation
Luke Cummings

Reading through Patrick Poke’s article yesterday analysing Seth Klarman’s annual letter for Baupost Group ("Klarman: A Buying Opportunity"), a particular passage stood out. Unsurprisingly, not least because of our history in championing the strategy, the passage focused on reducing correlation to broader equity markets. Show More

Livewire Exclusive

In market sell-offs like we’ve experienced this week, it’s hard to find anything that’s unaffected by the selling. The ASX200 was down 4.9% before trading opened on Friday, but the pain for momentum and technology stocks has been even worse. Show More

Daryl Wilson

Every month, we provide a snapshot of the Affluence Investment Fund portfolio to our investors. We always include the two following charts to help people understand how we have positioned the portfolio: Show More

Morgans Financial Limited

The initial public offering for the Watermark Global Leaders Fund (ASX:WGF) is now open. The Listed Investment Company (LIC) will provide investors with access to an actively managed portfolio of global equities in a market neutral stance. The fund aims to deliver consistent, positive rates of return through a market... Show More

Luke Cummings

At Harvest Lane, one of our core strategies involves taking a position in stocks that are subject to a takeover (also known as Merger Arb) and/or some other type of corporate activity. If the right opportunities are selected, this strategy produces limited downside volatility of returns, exhibits low correlation with... Show More

Monash Investors Pty Limited

Monash Investors established their absolute return fund in July 2012, and since that time, the fund has experienced an annual net return of 15.91% p.a., with lower volatility, fewer drawdowns and a lower beta than the major market indexes. Importantly these returns have been achieved with little to no leverage.... Show More