Retirement Portfolio Resilience Perspective
Category: Corporate Resource – Corporate Presentation
This Corporate Presentation provides an overview of Gyrostat's foundational investment philosophy and the earliest portfolio construction principles that would later evolve into the Retirement Portfolio Resilience Framework.
It outlines Gyrostat's approach to absolute returns, regular income, embedded downside protection and dynamic hedging through disciplined portfolio construction. The presentation explains the investment philosophy, portfolio characteristics and historical outcomes while demonstrating an early commitment to reducing dependence on favourable market conditions through permanent protection and active risk management.
This Corporate Presentation forms part of Gyrostat's institutional history and serves as a companion reference for advisers, investors and researchers exploring the evolution of the Retirement Portfolio Resilience Framework and the broader Gyrostat investment philosophy.
Gyrostat class A +20.96% and class B +26.89% are the top 2 performing absolute returns in Australia over 12 months to 31 October 2022. Source: FE Analytic
The Gyrostat Risk Managed Equity Fund is an absolute return fund with protection always in place.
We observed: Most people have protection always in place for their home, car, and life, why not shares?
Could we tame volatility and live without fear of major market sell-offs?
In 2010 we launched Gyrostat. Since that time we have operated for 47 consecutive quarters without breaching our pre-defined loss limit (with our flagship class A set at no quarterly losses to exceed 3%.)
We have continued to innovate our fund and offer more classes to meet specific investor needs.
