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.
Australian Eagle Trust
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.
Alleron Investment Management is a large cap Australian equities growth manager delivering concentrated, high conviction long and long-short portfolios. It is an Australian boutique wholesale fund manager that was founded by Barry Littler and Albert Hung in 2004.