NEWS
25 Aug 2020 - Manager Insights | Insync Fund Managers
Australian Fund Monitors speaks with Monik Kotecha from Insync Fund Managers about how their funds, the Insync Global Capital Aware Fund and the Insync Global Quality Equity Fund, have performed throughout the pandemic and how Insync expect them to perform going forward as the world adjusts to a post-COVID economy. Insync invest in high quality, large-cap, global companies which they expect to benefit from global megatrends. They combine this with active management of downside risk designed to protect the portfolio during significant equity market falls. |
21 Aug 2020 - Manager Insights | Gyrostat Capital Management
Chris Gosselin, CEO of Australian Fund Monitors, speaks with Craig Racine from Gyrostat Capital Management about the Gyrostat Absolute Return Income Equity Fund. Craig's fund began in December 2010 and is designed to combine protection, returns and regular income through all stages of the investment cycle. The Fund includes a 'tail hedge' for gains on large market falls which was particularly beneficial during February 2020 (Fund: +3.27%, ASX200 TR: -7.69%) and March 2020 (Fund: +5.80%, ASX200TR: -20.65%). |
17 Aug 2020 - Introduction to the L1 Capital U.K. Residential Property Fund IV
L1 Capital is a well-known name in the Australian Funds management industry and they have recently released their 4th UK Residential Property Fund having begun investing in the strategy in September 2017. The Fund's strategy is focused on investing in fully tenanted residential property in major U.K. cities, excluding London, that provide a reliable income stream with the potential for capital growth. The objective of the Fund is to deliver clients a net return of 10% p.a., including a dividend yield of 6% p.a. |
12 Aug 2020 - Manager Insights | Cyan Investment Management
Chris Gosselin, CEO of Australian Fund Monitors, speaks with Dean Fergie about the Cyan C3G Fund's recent activity. Dean also shares his views on current market conditions and how he expects markets and the Fund to perform going forward. The Cyan C3G Fund invests in a portfolio of 20-40 small and mid-cap companies, weighted appropriately to balance risk and return. The Fund rose +9.9% after fees in July against the ASX200 Accumulation Index's +0.5%. Since inception in August 2014, the Fund has returned +14.53% p.a. against the Index's annualised return over the same period of +5.24%. |
24 Jul 2020 - Manager Insights | Spatium Capital
Damen Purcell, COO at Australian Fund Monitors, speaks with Jesse Moors and Nicholas Quinn from Spatium Capital. Jesse and Nicholas manage the Spatium Small Companies Fund, a long-only fund that invests in a portfolio of 25 - 40 ASX300 listed companies. Since the strategy's inception in July 2018, it has returned +15.52% p.a. against the ASX200 Accumulation Index's annualised return over the same period of +1.48%. Over FY20 the Fund rose +29.16%, outperforming the Index by +36.84%. |
19 Jun 2020 - Manager Insights | Loftus Peak
Australian Fund Monitors speaks with Alex Pollak, CIO of the Loftus Peak Global Disruption Fund, to get an update on how the Fund has performed in light of the COVID-19 crisis and how Loftus Peak expect it to perform into the future. Alex notes the Fund has been well prepared for a black swan event such as this given its strong focus on disruptive companies that facilitate social distancing. The Loftus Peak Global Disruption Fund invests in a portfolio of 15-35 globally listed companies in sectors impacted by disruption. The Fund is long-only and has a global geographic mandate. Since inception in November 2016, the Fund has returned +23.18% p.a. against AFM's Global Equity Index's return of +12.60% p.a. over the same period. |
27 May 2020 - Manager Insights | Cyan Investment Management
Australian Fund Monitors speaks with Dean Fergie from Cyan Investment Management about the Cyan C3G Fund's activity since last speaking with him in April. Dean also provides his view on the current state of the global economy and Cyan's outlook for their fund. The Cyan C3G Fund invests in a portfolio of 20 - 40 small and mid-cap companies, weighted appropriately to balance risk and return. Since inception in August 2014, the Fund has returned +11.52% p.a. versus the ASX200 Accumulation Index's annualised return of +4.13% over the same period. The Fund has also achieved a down-capture ratio for performance since inception of 53.89%. |
17 Apr 2020 - Manager Insights | Cyan Investment Management
Australian Fund Monitors speaks with Dean Fergie from Cyan Investment Management about the current market conditions and how the investment team are navigating the Cyan C3G Fund through this tumultuous period. The Cyan C3G Fund invests in a portfolio of 20 - 40 small and mid-cap companies, weighted appropriately to balance risk and return. Since inception in August 2014, the Fund has returned +10.03% p.a. versus the ASX200 Accumulation Index's annualised return of +2.66% over the same period. The Fund has also achieved a down-capture ratio for performance since inception of 53.89%. |
17 Apr 2020 - Finding Defensive Funds in a Disorderly World | Loftus Peak & Delft Partners
Australian Fund Monitors' CEO, Chris Gosselin, speaks with Robert Swift from Delft Partners and Alex Pollak from Loftus Peak to get their perspectives on the current economic environment. Loftus Peak is a global fund manager with a focus on investing in listed disruptive businesses. They manage the Loftus Peak Global Disruption Fund. Delft Partners is wholly owned and managed by an experienced team with a global presence. They operate three main strategies: Asia Small Companies, Global High Conviction and Global Infrastructure.
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30 Mar 2020 - Finding Defensive Funds in a Disorderly World | Insync Fund Managers
Australian Fund Monitors' CEO, Chris Gosselin, speaks with Monik Kotecha, CEO of Insync Fund Managers. Monik is the Chief Investment Officer of both the Insync Global Capital Aware Fund and the Insync Global Quality Equity Fund and in this video discusses his views on current market conditions and how he expects his funds to perform. Year to date (as at the end of February 2020), the Insync Global Capital Aware Fund and the Global Quality Equity Fund are up +4.48% and +2.14% respectively against AFM's Global Equity Benchmark which is down -2.05%. |