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.
portfolio
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.
Spatium styles as quant manager, beats ASX Small Caps by 53%
Melbourne-based Spatium Capital announced that it will embrace its quant identity as it releases its five-year performance figures.
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.