Once the domain of the very rich and institutional investors—now available Once the domain of the ultra high-net-worth and institutional investors, a growing number of retail investors are achieving similar levels of risk minimisation by tapping into the low or zero correlation strategies adopted by market-neutral funds. Much of the success of market-neutral funds says […]
market-neutral fund
Starting with a position on risk and then build the portfolio
1. Start with a position of risk (how much risk?) 2. Build the portfolio around that risk level 3. Purest form of stock selection because it strips out all systematic risk says Pengana Market-Neutral’s Phillip Boustridge “After five years of solid performance, retail investors are now recognising what family office and high-net-worth counterparts have […]
Pengana was founded by Russel Pillemer and Malcolm Turnbull in 2003. Recognising the wide sense of investor frustration with the fixation of the funds management industry on short term index relative returns, Pengana was established with the goal of providing investors with strong long term absolute returns and reduced risk.