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.
investing
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
Australian Eagle Trust Long-Short Fund Aug 2023 report
The Australian Eagle Trust Long-Short Fund returned +1.79% net of fees in August 2023.
Australian Eagle Trust Long-Short Fund Jun 2023 report
The Australian Eagle Trust Long-Short Fund returned +1.25% net of fees in June 2023.
Australian Eagle Trust Long-Short Fund Apr 2023 report
The Australian Eagle Trust Long-Short Fund returned +2.19% net of fees in April 2023.
Isola Fullerton Global Private Alpha Fund to launch in Australia
Mantis is excited to announce that we have partnered with Isola Capital to bring the Isola Fullerton Global Private Alpha Fund (the “Fund”) to Australian investors.
Australian Eagle Trust Long-Short Fund Mar 2023 report
The Australian Eagle Trust Long-Short Fund returned +1.66% net of fees in March 2023.