Australian Equities Absolute Return Manager ARCO Investment Management receives Recommended Rating from Zenith


Research firm Zenith Investment Partners has initiated coverage of the ARCO Investment Management (ARCO) Absolute Return Fund with a Recommended rating.

The fund aims to consistently compound investor returns over time through a fundamental approach to stock selection, combined with an overarching focus on preserving their capital through the market cycle. ARCO has been managing this absolute return strategy since September, 2008.

In awarding the rating, the Zenith release notes: “Zenith believes ARCO’s highly experienced investment team is well placed to deliver upon the Fund’s investment objectives. In addition, we believe that the conservative nature of the Fund makes it a unique Australian equity market neutral offering”.

ARCO co-founder and co-Portfolio Manager George Colman said the rating was welcome affirmation of the Fund’s investment approach and track record for investors.

“We believe that our absolute return approach to Australian equities is an absolutely sensible part of any investor’s portfolio throughout any market cycle,” Mr Colman said.

“We say this because our objective is to consistently deliver returns to our investors in absolute positive terms, not relative to a market benchmark which can be both volatile and negative at times. A critical starting point to growing wealth is not to lose money, so our focus has always been on both preserving the capital of our investors, together with compounding their returns over time”.

“We commenced this strategy two hours after Lehman Brothers triggered the Global Financial Crisis in 2008 by filing for bankruptcy, so we have real-world experience in protecting and growing investors wealth during both normal and completely abnormal market conditions,” he said.

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