The Atlantic Pacific Australian Equity Fund

Differentiated long/short methodology

Quadruple Alpha is our core proposition

Low correlation with the S&P/ASX200 Index

This provides unique diversification as a Satellite style exposure

Portfolio downside protection is paramount

Security selection will always pose risks

We aren't perfect, no one is

Our broad philosophy has worked over decades. There will be points in time when we will be out of favour. Contact me directly.
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Years of Experience in Financial Markets

Meet the Manager

Fund Manager Nicolas Bryon shares the APAEF’s high performing investment methodology with ausbiz tv

Quadruple Alpha Investment Methodology

Quadruple Alpha Investment Methodology

Our investment process incorporates four key aspects:

  • Fundamental analysis – for underlying stock selection
  • Events – the identification of investment catalysts
  • Quantitative analysis – for entry and exit; and
  • Macroeconomic assessment – for managing portfolio exposures.

Whilst stock selection is the key driver of returns, a material proportion of our overall value-add is also sourced from asset allocation/risk management decisions, which are mainly implemented with the use of index futures hedges.