Click play below to view a recording of our latest webinar titled “Managing investment risk in turbulent times.” What was covered Rising interest rates, falling house prices and global economic pressures are continuing threats to equity valuations, which could again cause sudden downward pressure on market pricing.
When George Paxton and I started the Atlantic Pacific Australian Equity Fund (APAEF) 10 years ago, in June 2013, we had a core aim to do things differently and create a Fund that would not only provide positive returns, but would also protect investor capital when share prices drop.
Data driven insights into the benefits of professional investment management (Note, this article was originally published in February 2021 and has been updated in April 2023.) The share market is a popular investment choice for many Australians looking to grow or protect their wealth over time. According to the ASX Australian Investor Study 2020 (1),…
We’re extremely proud to announce that the Atlantic Pacific Australian Equity Fund (APAEF) has won the award for Emerging Manager / Smaller Fund – Equity in the prestigious HFM Asian Performance Awards, held in Singapore on November 30, 2022. The Awards are purely quantitative based and reflect the strong outperformance of the APAEF in delivering…
Australian Fund Monitors recently interviewed APSEC BDM and Client Relationship Manager Habib Chebli to learn more about the Atlantic Pacific Australian Equity Fund (APAEF).
As we celebrate the 9th anniversary of the Atlantic Pacific Australian Equity Fund, we’re proud to share some of the milestones of the journey so far. Pleasingly, we can report that if an investor investor invested $100,000 into the APAEF in June 2013 and reinvested all distributions, their initial investment would now be worth $223,400,…
The trillions of dollars of stimulus propping up economies and asset markets since the March 2020 COVID-19 crash have now, inevitably, led to overheating global economies leading to surging inflation which central banks globally are struggling to rein in. In addition, further passthrough of inflation due to surging energy prices brought about by the Ukraine…
A perfect storm of economic headwinds The past 6 months have been a turbulent period for share market investors, with the S&P/ASX 200 down substantially from its August 2021 highs, losing -4.2% for the 6 months ending February 28, 2022. Through this challenging period, the Atlantic Pacific Australian Equity Fund (APAEF’s) focus on proactive risk…
Click play below to view a recording of our latest webinar titled “The Fund protecting investors from market volatility.” What was covered As we’ve warned for some time, the trillions of dollars of stimulus propping up economies throughout the pandemic are now creating heightened inflationary pressures, forcing central banks to tighten monetary policy and raise…
