Australian Eagle Trust Long-Short Fund celebrates 3 years of consistently strong performance.
The Fund returned +2.15% net of fees for the month of May 2019. Approaching 3 years of operation, the Fund has returned +19.95% p.a. since inception (Jul 16), outperforming the ASX 100 index by +7.95% p.a.
Alleron Investment Management has relaunched as Australian Eagle Asset Management, looking to gain a stake in retail and differentiating from its past as an exclusive wholesale and institutional operation.
Australian Eagle Asset Management, which used to be Alleron, went long Treasury Wine Estates shares at $4. The way Australian Eagle CIO Sean Sequeira saw it, the downside was limited: it had only $300 million of debt and a small but dazzling source of growth.
What you didn’t own mattered just as much as what you did own, if you wanted to outperform the market in 2017-18, top fund managers say.
It was a rare good year for stock pickers, with the median actively managed fund over the 12 months beating the benchmark S&P/ASX 300 accumulation index (which includes the impact of dividends) by 13.8 per cent to 11.9 per cent.
03 November 2017
A 150/50 structure can be an efficient solution for extracting the best risk/return from an approach that tends to be long high-quality stocks and short low-quality stocks.
Investment industry charity announces its 2017 award nominees
6 September 2017
One of the Australian financial sector’s most enduring charitable efforts, Hedge Funds Rock (HFR) & The Australian Alternative Investment Awards has today announced the nominees for its 2017 awards event.
“FMG can provide growth and strong returns: CEO Nev Power”
Australian Financial Review (AFR) article by Tess Ingram
21 August 2017
Fortescue Metals Group’s strengthened balance sheet can sustain higher dividends and still support the iron ore miner’s growth ambitions, chief executive Nev Power says.