FundMonitors.com

Chris Gosselin, CEO of FundMonitors.com, speaks with Sarah Shaw, Global Portfolio Manager and CEO/CIO at 4D Infrastructure.The 4D Global Infrastructure Fund (Unhedged) has a track record of 8 years and 1 month and has outperformed the S&P Global Infrastructure TR (AUD) benchmark since inception in March 2016, providing investors with an annualised return of 9.22% compared with the benchmark's return of 8.49% over the same period. View the fund's profile: https://www.fundmonitors.com/fund-factsheet.php?FundName=4D+Global+Infrastructure+Fund+%28Unhedged%29&FundID=1367

Listen to the podcast to discover the key insights and opportunities in this dynamic investment landscape. In this informative 45-minute session, we explored the potential benefits and risks of investing in infrastructure funds and uncovered the various types of infrastructure assets, including transportation, energy, and social infrastructure.

Our panel consisting of Sarah Shaw from 4D Infrastructure, Ben McVicar from Magellan, and Matt Lorback from Atlas Infrastructure also delved into the regulatory and policy considerations impacting infrastructure investments.

Resource funds can offer a unique avenue for capitalising on the growing demand for natural resources and the global shift towards sustainable energy and materials. In this webinar we will look at the strategies and approaches employed by three successful resource fund managers and learn how they navigate the opportunities and risks associated with this asset class. Listen to the recording of our manager round table webinar, where we were joined by Dan Porter from Pure Asset Management, David Franklyn from Argonaut Funds Management, and Matthew Langsford from Terra Capital. They shared their views on this interesting and diverse market sector.

With more and more banks looking to reduce risk and rebuild capital reserves, alternative credit funds have taken the opportunity to become lenders and provide investors with the opportunity for equity like returns, regular monthly or quarterly income, with risk levels more akin to corporate bonds.
However, alternative credit is a complex sector encompassing a large range of lending opportunities.

Listen to the round table webinar, as we discussed with Ben Harrison from Altor Capital, Nick Thomson from AquAsia, and Patrick William from Rixon Capital their take on the opportunities and risks for the sector.

Small cap stocks, both locally and globally, have under-performed large cap stocks in the past 12 months, as shown by the average performance of Australian small cap equity funds of -11.63%. However, their performance over the past 3 years was +17.42%, indicating the highly cyclical nature of the sector. Performance over the past six months has improved, leading many to wonder if markets have been over-sold and are now poised for recovery, or with the threat of prolonged inflation and the potential for a global recession, that small caps may be in for further pain. Watch or listen to the webinar recording for we asked a panel of three Small Cap Managers' opinions on the opportunities and the threats for the sector.

https://www.fundmonitors.com/fundnews.php?ContentID=7325&CompanyID=&Title=Webinar+Recording+09+May+2023+%7C+The+Future+for+Small+Caps&Company=&Fund=

Damen Purcell, COO of FundMonitors.com, speaks with Robert Gregory, Founder and Portfolio Manager at Glenmore Asset Management.  

The Glenmore Australian Equities Fund has a track record of 5 years and 6 months and has outperformed the ASX 200 Total Return benchmark since inception in June 2017, providing investors with an annualised return of 21.78% compared with the benchmark's return of 8.69% over the same period.  

View the fund's profile: https://www.fundmonitors.com/landing.php

Chris Gosselin, CEO of FundMonitors.com, speaks with Rob Hay, Head of Distribution & Investor Relations at Collins St Asset Management.  

The Collins St Value Fund has a track record of 6 years and 9 months and has outperformed the ASX 200 Total Return Index since inception in February 2016, providing investors with an annualised return of 14.17% compared with the index's return of 9.16% over the same period.  

Rob also discussed Collins St Asset Management's new Fund, the Collins St Convertible Notes Fund.  

View the fund's profile: https://www.fundmonitors.com/landing.php

Chris Gosselin, CEO of FundMonitors.com, speaks with Rob Hay, Head of Distribution & Investor Relations at Collins St Asset Management.  

The Collins St Value Fund has a track record of 6 years and 6 months and has outperformed the ASX 200 Total Return Index since inception in February 2016, providing investors with an annualised return of 16.78% compared with the index's return of 9.42% over the same period.  

View the fund's profile: https://www.fundmonitors.com/landing.php

David Franklyn, Chief Investment Officer & Fund Manager at Argonaut Funds Management together with Robert Gregory, Founder and Portfolio Manager at Glenmore Asset Management, and Rodney Brott, CEO & Executive Director of DS Capital shared their thoughts regarding the Small-Cap market, its primary drivers and what opportunity it can provide.  

View the fund's profile here: https://www.fundmonitors.com/landing.php

Chris Gosselin, CEO of FundMonitors.com, speaks with Dean Fergie, Director & Portfolio Manager at Cyan Investment Management.  

The Cyan C3G Fund has a track record of 7 years and 11 months and has outperformed the ASX Small Ordinaries Total Return Index since inception in August 2014, providing investors with an annualised return of 10.52% compared with the index's return of 5.26% over the same period.

View the fund's profile here: https://www.fundmonitors.com/landing.php

Damen Purcell, COO of Australian Fund Monitors, speaks with Rob Hay, Head of Distribution & Investor Relations at Collins St Asset Management.

The Collins St Value Fund has a track record of 6 years and 4 months and has outperformed the ASX 200 Total Return Index since inception in February 2016, providing investors with an annualised return of 17.87% compared with the index's return of 10.3% over the same period.  

View the fund's profile: https://www.fundmonitors.com/landing.php

Damen Purcell, COO of FundMonitors.com, speaks with Chris Wheldon, Portfolio Manager at Magellan Asset Management.   

The Magellan High Conviction Fund has a track record of 8 years and 11 months. On a calendar year basis, the fund has only experienced a negative annual return once since its inception and has provided positive returns 88% of the time, contributing to an up-capture ratio for returns since inception of 83.03%. 

View the fund's profile: https://www.fundmonitors.com/fund-factsheet.php?FundName=Magellan+High+Conviction+Fund&FundID=845

Chris Gosselin, CEO of FundMonitors.com, speaks with Filippo Sciacca, Director of Investor Relations & Asset Management at ASCF.

The ASCF High Yield Fund has a track record of 5 years and has outperformed the Bloomberg AusBond Composite 0+ Yr Index since inception in March 2017, providing investors with an annualised return of 8.73% compared with the index's return of 2.73% over the same period.

On a calendar year basis, the fund hasn't experienced any negative annual returns in the 5 years since its inception. Over the past 12 months, the fund hasn't had any negative monthly returns and therefore hasn't experienced a drawdown.

View fund's profile: https://www.fundmonitors.com/fund-factsheet.php?FundID=2485

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Rodney Brott, CEO & Executive Director of DS Capital.

The DS Capital Growth Fund has a track record of 9 years and 2 months and has outperformed the ASX 200 Total Return Index since inception in January 2013, providing investors with an annualised return of 14.56% compared with the index's return of 9.07% over the same period.

View fund's profile: https://www.fundmonitors.com/fund-factsheet.php?FundID=1768

Damen Purcell, COO of FundMonitors.com, speaks with John Swallow, Director at Laureola Advisors.   

The Laureola Australia Feeder Fund has a track record of 8 years and 10 months and has consistently outperformed the Bloomberg AusBond Composite 0+ Yr Index since inception in May 2013, providing investors with a return of 14.96%, compared with the index's return of 3.55% over the same time period.The fund has provided positive monthly returns 97% of the time in rising markets, and 97% of the time when the market was negative, contributing to an up capture ratio since inception of 160% and a down capture ratio of -249%.

View the fund's profile here: https://www.fundmonitors.com/landing.php

Chris Gosselin, CEO of FundMonitors.com, speaks with Dean Fergie, Director & Portfolio Manager at Cyan Investment Management.  

The Cyan C3G Fund has a track record of 7 years and 6 months and has outperformed the ASX Small Ordinaries Total Return Index since inception in August 2014, providing investors with an annualised return of 13.69% compared with the index's return of 8.08% over the same period. The fund has achieved a down-capture ratio since inception of 57.19%, indicating that, on average, the fund has outperformed in the market's negative months.

View the fund's profile here: https://www.fundmonitors.com/landing.php

Damen Purcell, COO of FundMonitors.com, speaks with Chris Wheldon, Portfolio Manager at Magellan Asset Management.  

The Magellan High Conviction Fund has a track record of 8 years and 8 months. The fund has provided positive monthly returns 88% of the time in rising markets, and 22% of the time when the market was negative, contributing to an up capture ratio since inception of 83% and a down capture ratio of 88%.

View the fund's profile: https://www.fundmonitors.com/landing.php

Chris Gosselin, CEO of FundMonitors.com, speaks with Martin Pretty, Director at Equitable Investors.  

The Equitable Investors Dragonfly Fund has been operating since September 2017. Over the past 12 months the fund has returned +17.36%, outperforming the index by +7.92%, which returned +9.44%.  

View the fund's profile: https://www.fundmonitors.com/landing.php

Chris Gosselin, CEO of FundMonitors.com, speaks with Robert Gregory, Founder and Portfolio Manager at Glenmore Asset Management.  

The Glenmore Australian Equities Fund has a track record of 4 years and 5 months and since inception in June 2017 has outperformed the ASX 200 Total Return Index, providing investors with an annualised return of 25.88% compared with the index's return of 9.99% over the same time period.  

View the fund's profile: https://www.fundmonitors.com/landing.php

Chris Gosselin, CEO of FundMonitors.com, speaks with Rob Hay, Head of Distribution & Investor Relations at Collins St Asset Management.  

The Collins St Value Fund has a track record of 5 years and 11 months and has consistently outperformed the ASX 200 Total Return Index since inception in February 2016. The Fund has returned 18.65% versus the Index's annualised return over the same period of 11.3%.  

View the fund's profile: https://www.fundmonitors.com/landing.php

Chris Gosselin, CEO of FundMonitors.com, speaks with John Deniz, CIO at Paragon Funds Management.   

The Paragon Australian Long Short Fund has a track record of 8 years and 9 months and has consistently outperformed the ASX 200 Total Return Index since inception in March 2013, providing investors with a return of 15.36%, compared with the index's return of 8.64% over the same time period.  

View the fund's profile: https://www.fundmonitors.com/landing.php

Damen Purcell, COO of FundMonitors.com, speaks with Jonathan Wu, Executive Director at Premium China Funds Management.  

The Premium Asia Fund has a track record of 12 years and has consistently outperformed the MSCI All Country Asia Pacific ex-Japan Index. Over the past 12 months the fund has returned +13.23%, outperforming the index by +7.2%, which returned +6.03%. Since inception in December 2009, the fund has outperformed the index by +6.18%, returning +11.98% per annum, vs the index which has returned +5.8% over the same period.  

View the fund's profile: https://www.fundmonitors.com/landing.php

Chris Gosselin, CEO of FundMonitors.com, speaks with Martin Pretty, Director at Equitable Investors.  

The Equitable Investors Dragonfly Fund has been operating since September 2017. Over the past 12 months, the fund has returned +45.96%, outperforming the index by +18%, which returned +27.96%. 

View the fund's profile: https://www.fundmonitors.com/landing.php

Damen Purcell, COO of FundMonitors.com, speaks with Robert Gregory, Founder and Portfolio Manager at Glenmore Asset Management.  

The Glenmore Australian Equities Fund has a track record of 4 years and 5 months and since inception in June 2017 has outperformed the ASX 200 Total Return Index, providing investors with an annualised return of 25.68% compared with the index's return of 9.84% over the same time period. 

View the fund's profile: https://www.fundmonitors.com/landing.php

Damen Purcell, COO of Australian Fund Monitors, speaks with Rob Hay, Head of Distribution & Investor Relations at Collins St Asset Management. 

The Collins St Value Fund has a track record of 5 years and 9 months and has consistently outperformed the ASX 200 Total Return Index since inception in February 2016. The Fund has returned 19.50% versus the Index's annualised return over the same period of 11.23%. 

View the fund's profile: https://www.fundmonitors.com/landing.php

Damen Purcell, COO of Australian Fund Monitors, speaks with Dr. Andrew West, Managing Director and Founder at Longlead Capital Partners.  

Since inception in July 2017, the Longlead Absolute Return Fund has outperformed the Asia Pacific Index, providing investors with an annualised return of 24.25%, compared with the index's return of 9.34% over the same time period. On a calendar basis the fund has had 1 negative annual return in the 4 years and 3 months since its inception.

View the profile: https://www.fundmonitors.com/fund-factsheet.php?FundID=3503

Damen Purcell, COO of Australian Fund Monitors, speaks with John Swallow, Director at Laureola Advisors.   

The Laureola Australia Feeder Fund has a track record of 8 years and has consistently outperformed the Bloomberg AusBond Composite 0+ Yr Index since inception in May 2013, providing investors with a return of 15.4%, compared with the index's return of 4% over the same time period. On a calendar basis, the fund has never had a negative annual return in the 8 years since its inception. The fund's largest drawdown was -4.9% lasting 10 months, occurring between December 2018 and October 2019.  

View the fund's profile here: https://www.fundmonitors.com/landing.php

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Charlie Aitken, CEO & Portfolio Manager at Aitken Investment Management.  

The AIM Global High Conviction Fund has been operating since July 2019 and has delivered investors an annualised return of 17.30% since then vs the Global Equity Index's +14.83%. These returns have been achieved with the same level of volatility as the market. Its capacity to outperform on the downside is supported by its down-capture ratio (since inception) of 83%.

View the fund's profile here: https://www.fundmonitors.com/landing.php

Damen Purcell, COO of Australian Fund Monitors, speaks with Richard Ivers, Portfolio Manager at Prime Value Asset Management.  

The Prime Value Emerging Opportunities Fund has a track record of 6 years and has consistently outperformed the ASX 200 Total Return Index since inception in October 2015, providing investors with a return of 16.63%, compared with the index's return of 10.87% over the same time period. 

View the fund's profile here: https://www.fundmonitors.com/landing.php

One way or another China is always in the news. The current nervousness by some fund managers surrounding China is a reflection of the risks involved, while others see resulting lower prices as an opportunity. In this video Chris Gosselin explores both sides of the argument with Rob Swift from Delft Partners, Jack Dwyer from Conduit Capital, and Alex Pollak from Loftus Peak.

View the Delft Partners Global High Conviction Strategy's profile:  https://www.fundmonitors.com/fund-factsheet.php?FundID=1209  

View the Loftus Peak Global Disruption Fund's profile: http://fundmonitors.com/fund-factsheet.php?FundID=1298&AccCode=frxkj5olc

Damen Purcell, COO of Australian Fund Monitors, speaks with Jonathan Wu, Executive Director at Premium China Funds Management.  

The Premium Asia Income Fund began in August 2011 and has achieved an annualised return since then of 9.63% with an annualised volatility of 5.52%. The Fund's up-capture and down-capture ratios (since inception), 132% and -60% respectively, highlight its capacity to significantly outperform over the long-term regardless of market direction.  

View the fund's profile: https://www.fundmonitors.com/landing.php

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Graeme Carson, Director & Portfolio Manager at Cyan Investment Management.   View the fund's profile: https://www.fundmonitors.com/landing.php

The Cyan C3G Fund has a track record of 7 years and has outperformed the ASX Small Ordinaries Total Return Index since inception in July 2014, providing investors with a return of 15.58% per annum, compared with the index's return of 9.42% p.a. over the same period. The manager has delivered this outperformance while maintaining a down-capture ratio since inception of 52%, indicating that, on average, it has only fallen half as much as the market during the market's negative months.

View the fund's profile: https://www.fundmonitors.com/landing.php

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Rodney Brott, CEO & Executive Director of DS Capital.   

The DS Capital Growth Fund has a track record of 8 years and has consistently outperformed the ASX 200 Total Return since inception in January 2013, providing investors with a return of 16.77%, compared with the index's return of 9.94% over the same period. DS Capital has delivered these returns with -2.44% less volatility than the index, contributing to a Sharpe ratio which fallen below 1 once and currently sits at 1.31 since inception.

View fund's profile: https://www.fundmonitors.com/fund-factsheet.php?FundID=1768

Damen Purcell, COO of Australian Fund Monitors, speaks with Michael Tobin, Managing Director of Vantage Asset Management.  

The current offer of Vantage Private Equity Growth 4 is a closed-ended fund. The Fund's inception date is 30 September 2019 and the close date is 30 September 2021. The Fund will invest in Private Equity funds based in Australia, along with Permitted Co-investments, to create a well diversified portfolio of Private Equity investments. 

Prior Vantage Funds continue to perform well with June seeing a composite performance of +2.42%. Quarterly performance was +8.64% and 12 month performance +58.73%.  

View the fund's profile: https://www.fundmonitors.com/landing.php

Damen Purcell, COO of Australian Fund Monitors, speaks with  Paul Harding-Davis, CEO of Premium China Funds Management.   

The Premium Asia Fund aims to generate positive returns by constructing a portfolio of securities which provides exposure to the Asia (ex-Japan) region. Over the past 12 months, the fund has risen by +26.16% compared with the Asia Pacific ex-Japan Index which has returned +16.87%, and since inception in December 2009 it has returned +12.49% per annum vs the index's annualised return over the same period of +6.47%.

View the fund's profile: https://www.fundmonitors.com/landing.php

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Martin Pretty, Director at Equitable Investors.  

The Equitable Investors Dragonfly Fund has been operating since September 2017. Over the past 12 months, it has risen by +67.27% vs the ASX200 Total Return Index's +28.56%. Over that period it has achieved up-capture and down-capture ratios of 217% and 84% respectively, indicating that, on average, the Fund outperformed in both the market's positive and negative months.

View the fund's profile: https://www.fundmonitors.com/landing.php

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Vasilios Piperoglou, Co-Founder & Head Analyst at Collins St Asset Management.

The Collins St Value Fund has been operating since February 2016 and has delivered an annualised return since then of 19% vs the ASX200 Total Return Index's annualised return over the same period of 11.67%. Over the past 12 months, the Fund has risen +60.6%, outperforming the Index by +32%. The Fund's capacity to outperform in falling and volatile markets is highlighted by its Sortino ratio (since inception) of 1.41 vs the Index's 0.96 and down-capture ratio of 38.3%.

View the fund's profile: https://www.fundmonitors.com/landing.php

Damen Purcell, COO of Australian Fund Monitors, speaks with Rob Hay, Head of Distribution & Investor Relations at Collins St Asset Management.

The Collins Street Value Fund is an index unaware fund which seeks to create strong investment returns over the medium and long term with capital preservation a priority. Collins St maintain a portfolio of investments in ASX listed companies that they have investigated and consider to be undervalued. The Fund has risen +64.78% over the past 12 months against the ASX200 Accumulation Index's +27.80%, and with a similar level of volatility. Since inception in February 2016, the Fund has returned +19.26% p.a. vs the Index's annualised return over the same period of +11.63%.

View the fund's profile: https://www.fundmonitors.com/landing.php

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Robert Swift, Chief Investment Officer at Delft Partners.   

The Delft Global High Conviction Strategy invests in companies listed on major global developed market exchanges by combining 'fundamental' analysis with quantitative stock selection tools. The strategy began in July 2011 and has returned +15.95% p.a. with an annualised volatility of 11.91% since then. It has achieved Sharpe and Sortino ratios of 1.15 and 2.16 respectively, highlighting its capacity to achieve superior risk-adjusted returns while avoiding the market's downside volatility over the long-term. Over the most recent 12 months, the strategy has risen +26.81% vs AFM's Global Equity Index's +22.23%.  

View the fund's profile here: https://www.fundmonitors.com/landing.php

Damen Purcell, COO of Australian Fund Monitors, speaks with Richard Ivers, Portfolio Manager at Prime Value Asset Management.  

The Prime Value Emerging Opportunities Fund invests in companies in the diversified emerging companies sector. Since inception in October 2015, it has returned +16.30% p.a. against the ASX200 Accumulation Index's annualised return over the same period of +11.05%. The Fund has demonstrated superior performance in falling and volatile markets, with a Sortino ratio (since inception) of 1.45 vs the Index's 0.89, and a down-capture ratio (since inception) of 46%. Over the most recent 12 months, the Fund has risen +42.01% vs the Index's +27.80%, and has achieved a down-capture ratio of -4.64%.  

View the fund's profile here: https://www.fundmonitors.com/landing.php

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Charlie Aitken, CEO & Portfolio Manager at Aitken Investment Management.  

The AIM Global High Conviction Fund is a long-only fund that invests in a high conviction portfolio of global stocks. The Fund has risen +25.82% over the past 12 months, and +17.78% p.a. since inception in July 2019. Its capacity to outperform in falling and volatile markets is demonstrated by its down-capture ratio (since inception) of 74% and Sortino ratio (since inception) of 3.35.

View the fund's profile here: https://www.fundmonitors.com/landing.php

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Michael Tobin, Managing Director of Vantage Asset Management about the Private Equity market and why it has consistently outperformed listed markets over the past 15 years.

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Dean Fergie, Director & Portfolio Manager at Cyan Investment Management.   

The Cyan C3G Fund has risen +15.45% p.a. since inception in August 2014 against the ASX200 Accumulation Index which has returned +7.97% p.a. on an annualised basis over the same period. The Fund has demonstrated superior performance in falling and volatile markets, with a Sortino ratio (since inception) of 1.22 vs the Index's 0.59, and down-capture ratio of 58.20%.

View the fund's profile: https://www.fundmonitors.com/landing.php

Damen Purcell, COO of Australian Fund Monitors, speaks with Alex Lee, Director of Investor Relations at Laureola Advisors.

Laureola are a specialist investment management firm offering conservative, risk mitigated exposure to life settlements. The firm was established in 2012 to take advantage of the opportunities in the Life Settlements asset class which produces attractive non-correlated long-term returns. Since inception the fund has returned 15.65% p.a. with a standard deviation of just 5.51%.

View the fund's profile: https://www.fundmonitors.com/landing.php

Damen Purcell, COO of Australian Fund Monitors, speaks with David Costello, Portfolio Manager of the MFG Core Infrastructure Fund.

The Fund has recently been added to the fundmonitors.com database but has been operating since December 2009. Prior to December 2019 it was only available to institutional investors. Since inception it has returned +12.38% p.a. with an annualised volatility of 9.90%.

View the profile here: https://www.fundmonitors.com/index.php

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Clint Maddock, Founder & Director of Digital Asset Funds Management (DAFM) about the cryptocurrencies asset class and how DAFM's fund operates.

ESG investments grew considerably in the Asia-Pacific region in 2020 and there were a number of net-zero emissions targets released by Asia-Pacific countries in late 2020.

Dr. Andrew West, Managing Director & Founder of Longlead Capital Partners, speaks about how this has has changed the was Longlead look at companies and build their portfolio.

View the profile: https://www.fundmonitors.com/fund-factsheet.php?FundID=3503

Damen Purcell, COO of Australian Fund Monitors, speaks with Dr. Andrew West, Managing Director and Founder at Longlead Capital Partners. Andrew discusses the structural growth opportunities Longlead is looking at and shares his views on how the rotation to value in global markets has affected Longlead's investment universe.  

The Longlead Pan-Asian Absolute Return Fund is an equity long/short fund investing in the Asia Pacific region. The Fund started in December 2020 and has risen +5.22% CYTD.

View the profile: https://www.fundmonitors.com/fund-factsheet.php?FundID=3503