Daniel Chersky - Absolute returns from small to mid cap ASX listed stocks
Daniel and David discuss the Alceon High Conviction Absolute Return Fund, and dig into how Daniel thinks about running the absolute return focused strategy. The fund, which takes a fundamental, research-driven, high conviction approach in a benchmark unaware fashion, has delivered returns of 13.38% over the past 6 months (to May 2020 and throughout the COVID-19 pandemic).
Having run successful positions in NextDC (NXT), Wisr (WZR), Getswift (GSW) & Bingo Industries (BIN), Daniel outlines some of the approaches taken by the team at Alceon that have allowed them to capitalise on identified opportunities.
Daniel also highlights the team's agility and readiness to make tactical changes as necessary -- and gives specific examples of each from recent years.
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David Clark is an Adviser & Partner at Koda Capital. In his podcast ‘Inside the Rope’, David interviews some of the leading minds in wealth management.
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This research note has been prepared without consideration of any client's investment objectives, financial situation or needs. Before acting on any advice in this document, Koda Capital Pty Ltd recommends that you consider whether this is appropriate for your circumstances.
While this document is based on the information from sources which are considered reliable, Koda Capital Pty Ltd, its directors, employees and consultants do not represent, warrant or guarantee, expressly or impliedly, that the information contained in this document is complete or accurate. Koda does not accept any responsibility to inform you of any matter that subsequently comes to its notice, which may affect any of the information contained in this document.
© Copyright Koda Capital 2020 | AFSL: 452 581 | ABN: 65 166 491 961 | www.kodacapital.com
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David Clark is an Adviser & Partner at Koda Capital. In his podcast ‘Inside the Rope’, David interviews some of the leading minds in wealth management.
Expertise
David Clark is an Adviser & Partner at Koda Capital. In his podcast ‘Inside the Rope’, David interviews some of the leading minds in wealth management.
Expertise
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