Chris Gosselin, CEO of Australian Fund Monitors, speaks with Rodney Brott, CEO & Executive Director of DS Capital.

The DS Capital Growth Fund has a track record of 8 years and has consistently outperformed the ASX 200 Total Return since inception in January 2013, providing investors with a return of 16.77%, compared with the index's return of 9.94% over the same period. DS Capital has delivered these returns with -2.44% less volatility than the index, contributing to a Sharpe ratio which fallen below 1 once and currently sits at 1.31 since inception.

Funds operated by manager: DS Capital Growth Fund

Laureola Advisors' quarterly webinar where they review performance in Q2 2021, analyze their current portfolio, as well as discuss upcoming developments over the rest of the year.

Funds operated by this manager:

Laureola Australia Feeder Fund

Damen Purcell, COO of Australian Fund Monitors, speaks with Michael Tobin, Managing Director of Vantage Asset Management.

The current offer of Vantage Private Equity Growth 4 is a closed-ended fund. The Fund's inception date is 30 September 2019 and the close date is 30 September 2021. The Fund will invest in Private Equity funds based in Australia, along with Permitted Co-investments, to create a well diversified portfolio of Private Equity investments.

Prior Vantage Funds continue to perform well with June seeing a composite performance of +2.42%. Quarterly performance was +8.64% and 12 month performance +58.73%.

Funds operated by this manager: Vantage Private Equity Growth
The minimum investment amount for the Vantage Private Equity Growth 4 Limited Offer is $50,000 for new investors or $10,000 for existing investors when applying via the 'Apply Online' button above.

Cutting Through the Noise 

AIM

August 2021

The purpose of this webinar is to cut through headline noise and provide a 'boots on the ground' view of what businesses are actually seeing & experiencing in the US economy. The time-stamped summary section on the hosting site will allow you to skip through to areas of interest.

Funds operated by this manager:

AIM Global High Conviction Fund

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Martin Pretty, Director at Equitable Investors.

The Equitable Investors Dragonfly Fund has been operating since September 2017. Over the past 12 months, it has risen by +67.27% vs the ASX200 Total Return Index's +28.56%. Over that period it has achieved up-capture and down-capture ratios of 217% and 84% respectively, indicating that, on average, the Fund outperformed in both the market's positive and negative months.

Funds operated by manager: Equitable Investors Dragonfly Fund

Damen Purcell, COO of Australian Fund Monitors, speaks with Paul Harding-Davis, CEO of Premium China Funds Management.

The Premium Asia Fund aims to generate positive returns by constructing a portfolio of securities which provides exposure to the Asia (ex-Japan) region. Over the past 12 months, the fund has risen by +26.16% compared with the Asia Pacific ex-Japan Index which has returned +16.87%, and since inception in December 2009 it has returned +12.49% per annum vs the index's annualised return over the same period of +6.47%.

Funds operated by manager: Premium Asia Fund, Premium Asia Income Fund, Premium Asia Property Fund, Premium China Fund

Fund Review for FY21,

China's regulatory crackdown and Square's acquisition of Afterpay 

Frazis Capital Partners

August 2021

Michael Frazis, Managing Partner at Frazis Capital Partners presents the Fund Review performance for 20/21, touching on the Chinese regulatory crackdown and the acquisition of Afterpay by Square Inc.

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Vasilios Piperoglou, Co-Founder & Head Analyst at Collins St Asset Management.

The Collins Street Value Fund  has been operating since February 2016 and has delivered an annualised return since then of 19% vs the ASX200 Total Return Index's annualised return over the same period of 11.67%. Over the past 12 months, the Fund has risen +60.6%, outperforming the Index by +32%. The Fund's capacity to outperform in falling and volatile markets is highlighted by its Sortino ratio (since inception) of 1.41 vs the Index's 0.96 and down-capture ratio of 38.3%.

Funds operated by this manager: Collins Street Value Fund

Damen Purcell, COO of Australian Fund Monitors, speaks with Rob Hay, Head of Distribution & Investor Relations at Collins St Asset Management.

The Collins Street Value Fund is an index unaware fund which seeks to create strong investment returns over the medium and long term with capital preservation a priority. Collins St maintain a portfolio of investments in ASX listed companies that they have investigated and consider to be undervalued. The Fund has risen +64.78% over the past 12 months against the ASX200 Accumulation Index's +27.80%, and with a similar level of volatility. Since inception in February 2016, the Fund has returned +19.26% p.a. vs the Index's annualised return over the same period of +11.63%.

Funds operated by this manager: Collins Street Value Fund

In a year largely driven by narrative ("Value! Growth! Reflation! Deflation!"), the AIM GHCF's portfolio of high-quality companies delivered a solid return (+25.8%), with much lower volatility than the market.

In this Webinar, the AIM investment team looks at what drove those returns and discusses why we believe ignoring market narratives and focusing on fundamentals is a much better recipe for long-term sustainable returns.

Summary:
1:20 FY21 performance overview with focus on risk-adjusted returns
5:55 Stocks that drove performance in FY21
15:26 AIM quality scorecard
19:03 Full portfolio as at 30 June 2021
21:53 Explaining the quality investment continuum with stock examples
24:38 Stock discussion - HEICO Corporation
32:21 Stock discussion - Nintendo
39:10 A portfolio positioned for multiple outcomes
40:45 Why it's a great time to be an investor
43:40 What we are doing & what we want to deliver
Q&A
45:20 How do you analyse the strategic dimension of a business?
48:02 Macro outlook?
52:55 Do you invest in IPOs?
54:00 How many stocks do you look at before you build a position?
58:30 Minimum investment amounts?
59:22 Are you concerned that size may erode performance over time?
1:00:42 Thoughts on latest developments regarding US tech regulation?
1:10:00 Concluding remarks

Funds operated by this manager:

AIM Global High Conviction Fund