Retirement Portfolio Resilience Perspective
Category: Corporate Resource – Corporate Presentation
This Corporate Presentation provides an overview of Gyrostat's foundational investment philosophy and the early 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 process, portfolio characteristics and historical outcomes while illustrating the early development of an investment philosophy designed to help investors remain financially and emotionally invested throughout changing market conditions.
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 Risk Managed Equity Fund - corporate presentation at 31 December 2022
Absolute returns (non correlated) and income with protection always in place (dynamic hedging).
Dynamic hedging risk management: Protection always in place adjusted with market moves (not set and forget).
- 12 month returns Class A + 19.69%, Class B + 29.06%
- Returns in rising and falling markets increasing with volatility
- Non correlated with market beta with low monthly volatility
- Class A: 12 years of no quarterly losses > 3% (pre-defined 'hard' limit)
- Class A: Downside ‘tail’ always in place for gains on large market falls
- Class A: Sequencing risk solution - add to retiree portfolios
- Class B: Focuses on greater returns and less risk protection
- SQM Research 4 stars, Superior, High Investment Grade Rating
- Top 2 performing absolute return funds in Australia 12 M to 31 Dec 2022 – FE Analytics
- Forward guidance returns FY2022-23 at top of range (greater than 8%) - based upon increased capital deployed to commodity stocks and continuing market volatility
