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| Latest Return Date | |
| Latest Return | |
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| FUM (millions) | |
| Fund Overview | 1. Markets change and evolve, constantly stressing quantitative models. They believe their discretionary approach to portfolio management is the most appropriate manner to manage their wealth and their client's wealth. 2. Their platform and mandate allows them to achieve the scale, access and diversification needed to deliver high quality risk adjusted returns. 3. They believe, \'To achieve superior investment results, your insight into value has to be superior. Thus you must learn things others don't, see things differently or do a better job of analysing them -ideally, all three.\' Howard Marks, Founder, Oaktree Capital Management (Oaktree Capital Management is a global investment management corporation with USD82b of assets under management). |
| Manager Comments | The Long/Short portfolio was responsible for all the month's return with both long (Azimuth Resources, Sims Metal and ABM Resources) and short (Atlas Iron) positions contributing. Portfolio Hedge, Convertible Bond and Equity Arbitrage portfolios did not make a significant contribution, while special situations were mixed to contribute a total of +0.17%. |
| More Information | » View detailed profile of this fund |
