Justin has extensive investment management and Australian equities experience as he joins BLSEM from Optimal Fund Management Australia where he was Senior Investment Analyst. In this role, Justin undertook fundamental research on equities, provided portfolio management support and analysed macro-economic factors as a member of the research team for the Optimal Australia Absolute Return Trust.

Prior to this role, Justin worked as Executive Director – Institutional Research Sales with Goldman Sachs Australia. In total, Justin has over 18 years of experience in the securities industry, including six years in London working for Goldman Sachs International

BLSEM Principal and Director Richard Fish said he was delighted their boutique business was able to attract someone with Justin’s exceptional talent. “Justin brings with him extensive experience and industry insights We have deepened our specialist long short equities talent pool substantially over the past couple of years The team, which is now six strong is more robust than ever, which enables us to focus on our ongoing ability to deliver quality investment management solutions to investors” said Richard.

Daniel Sanelli also joined the team as Analyst in June, to further enhance the operational capabilities of the team.

BLSEM was launched in 2002 and currently manages two funds, Bennelong Long Short Equity Fund and the Bennelong Market Neutral Fund which are both currently soft closed. The team recently won the ‘best market neutral fund’ award for the Bennelong Long Short Equity Fund at the annual Hedge Funds Rock & The Australian Hedge Fund Awards 2016.

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Steven has extensive investment management experience and joins BLSEM from JCP Investment Partners where he was Senior Investment Analyst, responsible for company research and valuation within a variety of sectors. Importantly, Steven was also integrally involved in portfolio decision making across a range of investment portfolios, including the JCP 150/50 long short fund. Prior to this role, Steven worked as Senior Investment Manager with Wallara Asset Management and as an Investment Consultant with Towers Perrin’s Asset Consulting Practice. In total, Steve has over 10 years of experience in the funds management industry.

BLSEM Principal and Director Richard Fish said he was delighted their boutique business was able to attract someone with Steven’s exceptional talent. “With the expansion of our product offering since the successful launch of the new Alpha 200 Fund earlier this year, the addition of Steven to the team deepens our research-intensive credentials and our ongoing ability to deliver quality investment management solutions to investors” said Richard.

BLSEM was launched in 2002 and currently manages two absolute funds, the Bennelong Alpha 200 Fund and the Bennelong Long Short Equity Fund.

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Richard Fish

Bennelong Long Short Equity Management (BLSEM) has launched a new Australian equities strategy, the Bennelong Alpha 200 Fund (the Fund).

The Fund is a long/short market neutral strategy with the objective of generating consistent returns regardless of market conditions. The investment team applies fundamental research to identify pairs of securities, seeking to capture alpha whilst limiting exposure to market risk by adopting a dollar neutral portfolio market exposure position.

The Fund invests primarily in the S&P/ASX 200, with 50% expected to be invested in the S&P/ASX 200 ex-top 100.

Richard Fish, BLSEM Director, said good investment opportunities in the S&P/ASX 200 ex-top 100 are available but identifiable only through robust research. “We generate excess returns through fundamental company research, and aim to identify instances where stock prices don’t reflect fundamental value. In this investment universe, a systematic approach should yield alpha opportunities”, said Richard.

The BLSEM team has cumulative investment experience of 96 years. Four of the five team members have proven performance in managing a long/short strategy with the Bennelong Long Short Equities Fund, which has a highly successful track record over more than 10 years.

“There is no substitute for experience,” said Richard. “We follow a very disciplined process and have consistently been able to identify relative value opportunities. This focus is what makes the Fund different.”

BLSEM was founded as a joint venture between Bennelong Funds Management and Richard Fish, in 2001. The Fund is open for wholesale investors only with a minimum investment of $500,000.

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