Two distinct equity strategies. One disciplined investment philosophy. Built to deliver risk-adjusted returns through every market cycle.

ASX listed subject to liquidity, with a focus on ASX200

25-35

Risk managed through:
i) Fundamental research;

ii) portfolio risk constraints;and

iii) statistical risk analysis

Hedge overlay targeting 30% market exposure (risk) reduction

1-3% p.a.vs 70% ASX200 / 30% Bank Bills

Investors seeking capital growth with stable, tax effective income