Alleron Investment Management has relaunched as Australian Eagle Asset Management to differentiate from its wholesale and institutional past.
“As Alleron, we worked exclusively in the institutional space but now feel that we have the track record and team to also offer ourselves to the retail sector.
“The name Australian Eagle captures something essential about our approach and philosophy of taking a panoramic view before swooping on an opportunity. We wanted the name change to also herald the completion of the ownership transfer to staff.
“Strong retail interest is expected to concentrate on its Australian Eagle Long Short Fund which can now accept smaller contributions and will appeal to SMSF and advised clients.
“More advisers wanted access to our proven track record for their SMSF clients and individual investors who want diversification from traditional Australian equities.
“We think this will translate into 50-70% of inflows coming from retail investors over the next year or so,” said Barry Littler, CEO, Australian Eagle Asset Management.
Fund performing at approximately 20% per annum for the last three years
“Performance of 20% per annum or 8.2% above benchmark over the nearly three years of the Fund’s life is a pleasing result and highlights that our successful process and team can implement both Long Only and Long/Short strategies from the same research set,” said Sean Sequeira, CIO, Australian Eagle Asset Management.
Australian Eagle Long Short Fund
The Fund typically maintains a 150% long securities exposure funded by short selling 50% of the securities.
Australian Eagle seeks to buy superior quality stocks with a sensible risk buffer and hold those investments so that the longer-term advantages of those companies manifest in a superior rate of return. The Australian Eagle investment process is designed to identify those stocks that have the most characteristics of a superior company, whilst also offering a valuation edge.
On the short side, Australian Eagle seeks to sell companies that do not display these characteristics or rank poorly on such characteristics compared to the superior companies and exhibit poorer technical characteristics.
Website: https://austeagle.com/
Barry Littler
Chairman/CEO
Australian Eagle Asset Management
North Sydney
barry.littler@austeagle.com
(02) 8252 7559
Sean Sequeira CFA
CIO
Australian Eagle Asset Management
sean.sequeira@austeagle.com
(02) 8252 7563