Alternate Investment Managers - cruised through June volatility

Thomas Schoenmaker

Wentworth Securities

June was a pretty poor month for equities, S&P500 -2.10% & ASX All Ords -5.61%. We thought it was worth highlighting how our portfolio, of what we consider some of the best Alternate Investment Managers, performed in contrast. We are looking to make the point that they can be used to target constant returns, with less volatility than equity markets. What is particularly impressive is the comparison of standard deviation of returns since we started tracking in Jan 2015, 3.2% for the portfolio vs 11.01% for the S&P 500 and 14.02% for the ASX All Ords. To see results (VIEW LINK)

Thomas Schoenmaker
Director and Head of Wealth Management
Wentworth Securities

Tom is a Founder and Head of Wealth Management. For the past 10 years, he has been running the Wentworth Model Portfolios, focusing on macroeconomics and tactical equity positioning. These portfolios were initially created as a solution for "core...

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