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),…
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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…
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.
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…
In the next market correction, how will you protect your investments? Ongoing concerns in recent months about rising inflation have now been compounded by a slew of emerging economic disruptions, including financial shocks to multiple sectors in China, energy shortages, global supply chain disruptions and the resurgence of the pandemic, among many others.
Click play below to view a recording of our latest webinar titled “Risk management strategies to counter the growing risk of inflation.” What was covered With equity prices at speculative all-time highs, higher than expected inflation growth could cause sudden share market sell downs, as bond yields improve and expectations of earnings growth drop. That…
Click play below to view a recording of our latest webinar titled “New year investment lessons from one of the top performing Fund Managers of 2020.”
Money Management in October reviewed the performance of the Australian equity sector, which has continued to deliver negative returns throughout 2020, due to the ongoing economic fallout from the global pandemic. According to FE Analytics, within the Australian Core Strategies universe, the Australian equities sector had lost -8.21% since the start of the year to…
Click play below to view a recording of our latest webinar titled “The Fund delivering higher returns and lower volatility than the ASX200.”
Damen Purcell, COO at Australian Fund Monitors, interviews Atlantic Pacific Australian Equity Fund (APAEF) Fund Manager Nicolas Bryon to learn the trading insights that have made the APAEF one of the top performing Australian long/short equity funds in the past 12 months.
Click play below to view a recording of our latest webinar titled “Reporting season highlights from one of Australia’s best performing fund managers.”
Money Management in July reviewed the performance of the Australian equity sector, which lost 9.5% during the first half of the year due to the COVID-19 pandemic. According to FE Analytics, within the Australian Core Strategies universe, of the 227 funds in the sector only six managed to post a positive return in the 6…
Money Management this month featured the Atlantic Pacific Australian Equity Fund (APAEF) as one of only 2 Australian Equity funds that made money in March, outperforming a bear hedge fund specifically geared to profit from market downturns.
Click play below to view a recording of our latest webinar titled “Hedging and trading strategies behind 7 years of double-digit returns for the Atlantic Pacific Australian Equity Fund.”
Originally published 26 May, 2020 in Bloomberg by David Ramli, Bei Hu and Nishant Kumar. COVID-19 led economic turmoil has seen wild swings in equities markets since February, with few fund managers being able to consistently generate positive returns.
APSEC were proud to host a special ASA Member education webinar on May 15, 2020, where the Fund team discussed the importance of downside risk management in preserving and growing long-term wealth.
Click play to view a recording of our latest webinar titled “Insights from one of Australia’s top performing fund managers”
Originally published April 27, 2020 in the Australian Financial Review by Robert Guy Nicolas Bryon has an unorthodox belief: he actually believes in market timing. A willingness to rebuff the accepted market wisdom warning about the perils of doing so allowed the fund manager to outshine the “time in the market” crowd with a 17.2…
Originally published 30 March, 2020 in the Australian Stock Report by Tim Montague-Jones. Fears surrounding the global economic impact of a widespread COVID-19 “Coronavirus” outbreak have shaken investor confidence and sent markets around the world into meltdown. As recently as February the market was sitting at all-time highs off the back of a decade long…
Click play to view a recording of our latest webinar titled “Are you worried about Coronavirus and Oil related market volatility? Our Fund Managers aren’t…Find out why!”
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