Australian Eagle Asset Management offers wholesale investors:
Australian Eagle Trust Long-Short Fund
Australian Eagle Growth High Conviction Equity
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The Australian Eagle Trust Long-Short Fund aims to achieve strong double digit returns by allowing clients to access Australian Eagle’s demonstrated historical strength in constructing Australian share portfolios applied to a long-short product.
Modelling a combination of Australian Eagle’s actual long investment performance since 2005 in conjunction with a short selling discipline, suggests that this product can provide strong investment returns along with an alpha performance that is negatively correlated to the broader Australian equity market.
Australia Ratings conducted a review of the Fund which resulted in a “Very Strong” rating as at April 2018.
This product was launched in February 2005 and since that time has provided exceptional outperformance of around 300 basis points per annum above the index.
This high conviction approach typically invests in 25 to 35 stocks on an index-independent basis. It implements Australian Eagle’s investment philosophy in a risk efficient manner, buying undervalued stocks that have a margin of safety and a real possibility for transformational growth.
The Australian Eagle Growth High Conviction Equity fund has generated consistent returns against the ASX 100 since its inception in Feb 2005.