Optimal Fund Management Australia runs an Australia/ New Zealand long-short equity fund with a large-cap focus. The fund achieved an average net return of 14.8% p.a. since inception in September 2008 with an average net equity exposure of 15%, average volatility of 3.72% p.a and no leverage used.
15% annualized return, 3 down months out of 44, broad outperformance of the ASX index
Learn in this video what is behind Optimal Australia's success, and why Australian institutions - who traditionally have invested more into offshore – increasingly also allocate to domestic firms, while international investors discover Aussie hedge funds are more than resource plays.
The three-man investment team has an aggregate 84 years dedicated experience in Australian equities and an overarching focus on capital preservation and compounding returns. Investment process is based on rigorous fundamental research coupled with active management of positions and overall risk exposure.
The firm operates as part of the Optimal group from offices in Sydney, Melbourne, and Tokyo, with institutional-grade risk management, compliance and administration systems. The Optimal Australia Absolute Fund is also available in an offshore wrapper – an open-ended Cayman investment company - with an identical investment strategy, leverage , risk and concentration limits, same fees (1% and 20% with HWM) and liquidity terms (monthly at 30 days notice, no gate or lock-up), using the same service provider infrastructure in three different shares classes: USD (hedged), € (hedged), and AUD (unhedged).
George Colman has 26 years experience in the Australian equities market. He served as Managing Director in the Equity Research Division of Citigroup Australia from 1998-2007 and worked before as securities analyst. He was also Executive Director of AP Eagers Limited (APE.ASX) for ten years to 1999. His degrees include B.Comm (First class Honours) Degree from the University of Melbourne; Diploma of Financial Markets (SIA) and NYSE/NASDAQ Series 7.
Peter Whiting worked for 27 years in the Australian equities market, including as Managing Director in the Equities Division of Citigroup Australia from 1998-2008 and Equities Division Executive Committee member, with P&L responsibility for assessment, pricing and management of all client risk. He advised leading long-only and absolute equity PM’s on portfolio construction and stock fundamentals and chaired the SDIA’s Equity Trading Advisory Group between 2001-2004. He started his career on the ASX trading floor and has a Diploma of Financial Markets (SIA) and various professional qualifications: NYSE/NASDAQ Series 7 and RG146 (ASIC).
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Optimal Fund Management Australia runs an Australia/ New Zealand long-short equity fund with a large-cap focus. The fund achieved an average net return of 14.8% p.a. since inception in September 2008 with an average net equity exposure of 15%, average volatility of 3.72% p.a and no leverage used.
15% annualized return, 3 down months out of 44, broad outperformance of the ASX index
Learn in this video what is behind Optimal Australia's success, and why Australian institutions - who traditionally have invested mor
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