Jun Bei Liu
Lonsec has rated Ten Cap’s Alpha Plus Fund ‘Recommended’, citing confidence in the fund’s investment approach and leadership.
In its rating report Lonsec said portfolio manager Jun Bei Liu takes full responsibility for the investment process and key decisions, and she clearly explains her investment approach and takes strong ownership of how it is carried out.
“The fund’s investment process stands out, combining detailed research with long/short strategies, and using data tools to help manage risk,” Lonsec said.
“The Ten Cap team is strongly aligned with investors through co-investment, and the business shows good stability. These strengths, along with Jun Bei’s skills and experience, give us confidence in the fund’s ability to meet its goals.”
The ‘Recommended’ rating is part of Lonsec’s financial product ratings system, which provides financial advisers with insights to support their clients’ investment objectives.
Each rating reflects Lonsec’s degree of conviction in a product’s ability to generate risk-adjusted returns in line with relevant objectives.
Jun Bei Liu, lead portfolio manager, said, “We are focused on building a disciplined and repeatable investment process that can stand up to scrutiny and deliver long-term outcomes.
“It’s encouraging to see this approach acknowledged so early in our business’s journey.”
Jason Todd, CIO and co-founder, welcomed the rating. “Having Ten Cap’s business and investment process recognised in these very early stages is an excellent outcome.
“It is a great vote of confidence in Jun Bei and the investment team,” he said.
The rating is underpinned by Lonsec’s peer review process, drawing on the full expertise of its investment research team.
