Invest Better
Experienced and Professional
One of Australia’s Leading Fund Managers
“Our core aim is to capture upside volatility by focusing on minimising downside volatility. We believe this underlying philosophy will position us to outperform over the long term.”
Nicolas Bryon, Fund Manager
The Atlantic Pacific Australian Equity Fund
8.3%
Annualised Fund Return
124.2%
Cumulative Return
40+
Years of Experience in Financial Markets
Meet the Manager
Fund Manager Nicolas Bryon shares the APAEF’s high performing investment methodology with ausbiz tv
About Us
APSEC Funds Management was established in 2011 and is an equity fund manager based in Australia. We are focused on strong investment performance across all investment cycles. Our core aim is to capture upside volatility while minimising downside volatility. We believe this underlying philosophy will position us to outperform over the long term.
Investors will benefit from the unique insights and experience of the staff who manage APSEC Funds Management, having navigated various investment cycles over the past three decades. The investment process is dominated by four inter-related processes which determine the likely ability of an individual investment to produce a risk-adjusted return. The four processes are depicted below.
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.
Active
Being Style Neutral allows us to react quickly to changes in market conditions or sentiment, enabling strong performance in all market environments.
Experienced
Our Investment Team have over three decades of experience navigating various investment cycles .
Exceptional
Our investment process is consistent, definable, and is capable of producing superior risk adjusted returns through the cycle.
Professional
Our team approach to funds management ensures that you get consistency in our process; we do what we say we are going to do!
Request Information
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Important: APSEC Funds Management Pty Ltd ACN 152 440 723 is a Corporate Authorised Representative (CAR: 411 859) of APSEC Compliance and Administration Pty Ltd ACN 142 148 409 AFSL 345 443.
Note: Your details are kept strictly confidential as per our Privacy Policy.
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Experience that you can count on.