Alex Chin
Australian boutique fund manager, Avenir Capital has reinforced its global investment team with the appointment of equities analyst Alexander Chin as an Investment Associate.
Mr Chin joins Avenir from Peters MacGregor Capital Management, where he conducted primary research across a variety of sectors including online, capital equipment and conglomerates, and developed a risk management framework to help determine appropriate portfolio weights.
Prior to that, he spent six years at Schroders as an Equity Analyst, where he performed fundamental investment research and developed financial models. Earlier, he worked as an Investment Analyst at Sirius Funds Management, HFA Asset Management and The Intelligent Investor. He is a CFA Charter holder and has a Bachelor of Commerce and Law degree from The University of Sydney.
Avenir Capital’s Managing Director and Chief Investment Officer, Adrian Warner said he was looking forward to Mr Chin playing a valuable role in the next phase of Avenir’s growth story. In the 3 years to February 2019, the Avenir Global Fund (Fund) has returned 17.8% per annum,1 ranking comfortably in the top quartile of global, long-only equity managers available to Australian investors.
“Alexander, with his broad equities experience and track record of developing innovative investment ideas, is a welcome addition to the Avenir team as we continue to seek global opportunities for our concentrated portfolio and build on our eight-year record of high performance,” he said.
Avenir Capital aims to build a high-conviction, absolute return portfolio of undervalued equity securities sourced globally from developed and emerging markets. Avenir is top quartile over one month, three months, one year and three years in the Mercer long-only global shares universe in Australia to January 2019.2 The performance of the Fund is 8.9% in the financial year to date.
Avenir’s performance was recently recognised by US-based Nasdaq company eVestment3, which has one of the most comprehensive databases of traditional and alternative investment strategies. As at January 2019, of all global value equity managers in eVestment, Avenir was the:
- 3rd best over 3 months (out of 147 global value equity managers)
- 2nd best over 6 months (out of 147 global value equity managers)
- 3rd best over 3 years (out of 139 global value equity managers)
