Protect and benefit in changing markets.
Why us? Protection always in place with upside.
Investment objectives:
7 years of
delivering
objectives
Unique method
reduces protection
costs
Capital growth
when other's don't -
changing markets
Conservative asset
for all portfolios
“The manager’s product has consistently outperformed the median manager across our assessment criteria. We expect the manager to perform ahead of a reasonably appropriate risk and return objective for the product over a full investment cycle”
We were established in December 2010. We buy and hold ASX20 blue chip high yielding shares and at all times protect downside at the stock specific level with lowest cost alternatives on the ASX. We are an absolute return fund. Our distinctive risk management approach always has minimal capital at risk at the stock specific level and upside return potential. Our track record has no quarterly NAV draw-downs exceeding 2%.
We complement short term bonds and deliver capital growth in trending and more volatile markets, including large 'one off' market falls.
Our clients are conservative investors including pre or post retirees (sequencing risk), industry associations and individual/family offices (inter-generational wealth transfer.)
| Phase 1 | Asset allocation - income and growth assets |
| Phase 2 | Protection sometimes in place using predictive risk management overlay - additional growth asset benchmark equity index |
| Phase 3 | Protection always in place, the Gyrostat approach - stable and rising absolute return with regular income. Benchmark BBSW90 + 3% p.a. |
By combining the three phases conservative investors can protect and grow capital with reliable income through the investment cycle
Broad experience in a wide range of disciplines, particularly in finance and the financial markets in the Asia Pacific region.
Our team has extensive experience domestically and globally, as investors, as non-executive directors, and as senior management in funds management, private equity, industry, investment banking, and equity research.
*Past performance is not an indicator of future performance.
