The Freehold Absolute Return Fund delivered a +1.1% return over February, driving 12 month returns to +22.5%
Tim Hannon
Newgate Capital Partners
The Freehold Absolute Return Fund delivered a +1.1% return over February, driving 12 month returns to +22.5%. The Fund continues to generate very solid returns with low levels of volatility. In this month's newsletter: - We discuss the potential risks of unanticipated rises in US interest rates, which would likely see a correction in the 'yield trade' - Briefly describe how 'incentives' can be used in the real estate market to make fundamentals appear more robust than they are - Talk about our recent transactions in French toll road operator, Macquarie Atlas (MQA) Please follow the attached link to gain access to our monthly newsletter: (VIEW LINK)
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Tim has 22 years’ experience in the investment and securities markets. Tim was a partner of Goldman Sachs JBWere and during his 15-year tenure at the firm had senior experience across all areas of equities investing. Tim was Head of Australian Equities, Head of Real Estate and Co-Manager of Global Real Estate Securities portfolios with Goldman Sachs LLP. Tim was also founder and co-manager of the Goldman Sachs JBWere Australian Infrastructure Securities Fund, and co-manager of the award winning Goldman Sachs JBWere Emerging Leaders Fund. Over his career, Tim has been nominated or won eight distinguished industry awards, including “Fund Manager of the Year”.
Tim holds a Bachelor of Economics and a Graduate Diploma from the Securities Institute of Australia. Tim is also a Fellow of the Financial Institute of Australia and holds a Masters of Business Administration from Melbourne Business School.
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Tim Hannon
Principal
Newgate Capital Partners
Tim has 22 years’ experience in the investment and securities markets. Tim was a partner of Goldman Sachs JBWere and during his 15-year tenure at the firm had senior experience across all areas of equities investing. Tim was Head of Australian...
Expertise
No areas of expertise
Tim Hannon
Principal
Newgate Capital Partners
Tim has 22 years’ experience in the investment and securities markets. Tim was a partner of Goldman Sachs JBWere and during his 15-year tenure at the firm had senior experience across all areas of equities investing. Tim was Head of Australian...
Expertise
No areas of expertise
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