Mantis Funds has launched the Magnetar Relative Value Unit Trust which is a feeder into a Cayman master fund managed by Magnetar Capital.
Media Releases
How Atlantic House offers a practical approach to sequencing risk
Academic papers have been written on sequencing risk, which is really just a fancy word for taking a massive hit (most likely from the equity market) at the worst possible time – ie, close to or post-retirement.
Downsizing and net sale proceeds: Parton’s Case
This case illustrates the consequence where the net sale proceeds was not entirely applied in the application of the replacement home.
Spatium Small Companies Fund update for September 2023
Given the state of the global bond market with yield curves indicating a minor uplift to rates in the US at the next FOMC, it’s plausible that the extended tilt away from small companies segments both domestically and abroad has been overdone.
KeyInvest and Mantis Funds announce partnership
Specialty financial services provider KeyInvest and technology-enabled multi-boutique platform Mantis Funds are proud to announce a partnership that will bring investment bond products to the financial advisor and high-net-worth individual (HNWI) markets nationally.
The case for quant in small caps
Melbourne-based Spatium Capital operates its small-caps fund on a quant basis. The fund manager thinks the case for more quant strategies in small caps is compelling and already in place in US and European investing.
iShares S&P/ASX Small Ordinaries ETF vs Spatium Small Companies Fund
In contrast to an ETF, the Spatium Small Companies Fund seeks to hold an equally-weighted book of companies that Spatium Capital considers to be the best opportunities to outperform the Small Ordinaries index, as demonstrated by comparing to the iShares Small Ordinaries Index ETF
Possible to commence pension with $1.9m+ balance?
Generally pensions cannot be commenced if the initial pension account balance is greater than $1.9m (the current transfer balance cap which applies from 1 July 2023).