The Fund returned +2.34% net of fees for May 2018. For calendar year-to-date 2018, the Fund has returned +8.23% compared to +0.74% for the ASX 100.
Alleron
Alleron Australian Eagle Trust returns 4.18% in April
Alleron’s Australian Eagle Trust returned +4.18% net of fees for April 2018. For calendar year-to-date 2018, the Fund has returned +5.75% compared to -0.15% for the ASX 100.
Alleron’s Long Short Fund +1.50% for March 2018 quarter
Alleron’s Long Short Fund produced a return of +1.50% for the March 2018 quarter compared to the -3.90% fall in the ASX 100.
Alleron Long-Short Monthly Report – February 2018
Alleron’s Australian Eagle Trust Long-Short Fund returned +3.084% net of fees for February 2018. The portfolio’s largest positive contributions came from long positions in Altium and Lovisa and a short position in Domino’s while largest detractors were long positions in Elders, Woodside Petroleum and QBE Insurance Group.
Alleron Long-Short Aust Equity up 5.35% for October
Alleron Investment Management’s Australian Eagle Trust Long-Short Fund returned +5.35% net of fees for October 2017.
The argument for 150/50 investment strategies is compelling
A 150/50 structure can be an efficient solution for extracting the best risk/return from an approach that tends to be long high-quality stocks and short low-quality stocks.
Alleron Eagle Trust returns 29.08% in first 15 months
Alleron’s Long Short Australian Equity Fund, Australian Eagle Trust, has returned 29.08% in the first 15 months of implementation.
Alleron Australian Eagle Trust Long Short Fund up 5.3% after fees
Alleron Australian Eagle Trust Long Short Fund added +5.3% in August 2017 after all fees, up approximately +3.5% first 2 months of this financial year.