Continuing the theme of "Defensive Funds in a Disorderly World", Australian Fund Monitors' CEO, Chris Gosselin, speaks with Kristiaan Rehder, Portfolio Manager of the Bennelong Kardinia Absolute Return Fund. Kristiaan shares his views on the current economic climate and how he expects the Fund to perform. To highlight the Fund's defensive nature, its largest drawdown throughout the GFC was -6.02% versus the ASX200 Accumulation Index's -47.19%. As at 29 February 2020, the Fund had returned +4.50% YTD against the Index's -3.08%.

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In this brief 6-minute video, AFM's Chris Gosselin speaks with Alex Pollak, CIO of Loftus Peak's Global Disruption Fund, about their strategy of investing in a concentrated portfolio of profitable companies with sound revenues and little to no debt. The strategy returned 35% in 2019's bull market, and in 2020 is also providing protection in the COVID-19 sell off.

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Damen Purcell, National Manager Distribution at Insync Fund Managers, gives a brief overview of what Insync looks for when choosing companies to invest in.

Insync Global Capital Aware Fund

Insync Global Quality Equity Fund

The Cyan C3G Fund has been available on OLIVIA123 for about 4 years now. Cyan receive approximately 95% of their applications through the OLIVIA123 system and Dean Fergie (Director & Portfolio Manager at Cyan Investment Management) says the ease of use for them and their investors means they just couldn't live without it.

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The Cyan C3G Fund has been on the Fundmonitors.com database since inception in July 2014. Dean Fergie (Founding Director and Portfolio Manager) says what he likes most is the transparency, the ability to monitor their competitors and the value for money.

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The Loftus Peak Global Disruption Fund has returned +19.76% p.a. since inception in Nov 2016, outperforming the ASX200 by +6.07% on an annualised basis.

Alex Pollak (CIO & Founder) says this is due to their focus on ensuring that they're buying things that are happening now, but which aren't obvious, and which will generate return 1 - 2 years out. Examples include the data centre space, machine learning, retail and banking. Loftus Peak do hold companies such as Apple and Google, however it's their investments in the less obvious companies which Alex believes has allowed them to outperform over the long-term.

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In this video Dean Fergie (Founding Director and Portfolio Manager) gives his thoughts on some of Cyan's holdings, including Motorcycle Holdings, Experience Co, Afterpay, Splitit and Atomos. Cyan continue to have a positive outlook on each of these companies.

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When valuing the stocks Loftus Peak invest in, Alex Pollak's (CIO & Founder) view is that PE multiples are useless given that they are only single-period measures. Loftus Peak prefer to look further into the future by considering what will happen to revenue growth within a 5 year period.

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Alex Pollak (CIO & Founder) summarises the types of stocks the Loftus Peak Global Disruption Fund invests in. The Fund invests in established companies which are on a significant growth lift relative to their peers and which Loftus Peak see to be changing the way business operates.

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Alex Pollak, CEO and Portfolio Manager at Loftus Peak, gives an overview of the company and the Loftus Peak Global Disruption Fund.

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