Spatium Small Companies Fund returned -8.0% for the month of October vs -5.6% for the benchmark.
performance
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.
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.
A more predictable journey for international large-cap equity portfolios
UK-based Atlantic House Group has brought its rules-based investment approach to Australia to assist investors who are looking for a more predictable return from their equities portfolio.
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.
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.
Australian Eagle Trust Long-Short Fund Feb 2023 report
The Australian Eagle Trust Long-Short Fund returned -0.86% net of fees in February 2023.