Rory MacIntyre

The Morphic Global Opportunities Fund has been added to the BT Wrap platform in a timely bid to attract the growing interest in Global equity funds that provide flexible hedging strategies targeted to deliver acceptable,steady absolute returns for investors. The Fund is long-short global equities strategy with a mid-cap focus.

“The time is right to increase the access to this leading global equities long short manager in Australia by a team with a proven track record,” said Winston Capital partner Rory MacIntyre, the firm responsible for marketing the Morphic Global Opportunities Fund in Australia.

Jack Lowenstein, Morphic Managing Director added, “Morphic is pleased to have been placed onto the BT Wrap menu, given the quality of the advisers who use this leading platform. We are noticing a greater level of sophistication amongst leading financial planning groups in using strategies like ours to complement their low cost, beta exposed global equity positions – to that end, we provide excellent diversification benefits for investors looking for different sources of risk and return.”

The fund now has close to a two-year track record (inception August 2012) and has delivered a return of 27.19% (annualised and net of fees) as at 30 June 2014.

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Peters MacGregor is an Australian domiciled international equity manager. It’s flagship Global Fund has a nine year long-track record, delivering strong risk adjusted returns since inception in September 2004, in addition to providing lower correlations to the MSCI when compared to other global equity managers.  As such, the Fund is a very good diversifier when used with other mainstream funds.

“The Fund is run by one of the best global equity management firms nobody has heard about – until now,” said Winston Capital Partners co-founder Andrew Fairweather.

“Winston is proud to have discovered, and be telling, the Peters MacGregor story as it gears up for its next decade – with more global resources being applied for the benefit of its investors and their financial advisers,” he said.

“The Fund’s mostly private high net worth investors have for almost a decade gained value from a global investment process which seeks to buy great companies, run by great management, purchased at great prices.

“The additional benefit has been the strategic, long-term investment style of the Fund, coupled with its focus on protecting investor capital.”

Mr Fairweather said Peters MacGregor was an unusual find in a sea of sameness within the global equity fund sector in Australia, and that the business had recently upgraded its resourcing to provide greater stock specific analytical depth.

“Peters MacGregor recently appointed Chris Boehmke, CFA, as an investment analyst, and has also signed a new stock analysis sourcing arrangement with the-highly regarded New York, USA–based Boyar Value Group.

“Together, these new appointments mean that Peters MacGregor now has 10 analysts searching for and analysing value opportunities for the Peters MacGregor Global Fund,” Mr Fairweather said.

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Winston to help Yellow Brick Road and Morphic grow FUM.

Winston Capital Partners (Winston) has announced a number of new clients and personnel initiatives as demand from funds management firms seeking quality third party marketing and distribution services continues to grow.

New clients include Yellow Brick Road Wealth Management for their Smarter Money Fund and Morphic Asset Management for their Global Opportunities Fund.

Commenting on the deal, Darren Harvey of YBR Funds Management stated, “we are very pleased to have appointed the Winston team to distribute our active cash solution to financial advisers and small institutions.”

“Winston’s strategic approach has really stood out and we are seeing the pipeline develop substantially in a very short time. Having such depth of experience in distribution made a great deal of sense for us given the 60 plus years of experience among Winston’s founders, which has ultimately fast tracked our market entry with a well planned approach.”

And Jack Lowenstein, Managing Director of Morphic Asset Management stated that “We are very happy that after an exhaustive search we have found a long term partner like Winston with whom we can grow our Funds under Management in what we expect to be a rapid but sustainable manner. We have been impressed by the thoroughness with which Winston has analysed our Fund and distilled its key messages, as well as the depth and breadth of its industry contacts.”

To support that growth, Winston today announced the appointment of senior industry executive Rory MacIntyre as Partner. Mr MacIntyre is joined on the Winston team by Chad Nikolov, Associate – Business Development.

Winston is led by founding partners Stephen Robertson and Andrew Fairweather. “Winston launched almost 12 months ago with a clear target of being Australia’s leading specialist funds management and third party marketing and distribution firm. The firm is on track towards this goal, and we welcome the addition of two new appointments in Rory and Chad to their respective roles with Winston,” said Founding Partner Andrew Fairweather.

“We have brought on new clients and are in discussion with a number of equally sophisticated asset management businesses. Each represents a high benchmark in quality and execution discipline in their respective asset classes. We of course seek to complement this expertise with matching service and market experience depth.

“There is a clear gap for high quality specialist marketing and distribution services in both the wholesale and retail sector, for which Winston is resolved to meet,” he said.

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“The time is right to formally introduce the best global equities manager in Australia that only a privileged few have heard of,” said Winston partner Andrew Fairweather.

“Until now, Peters MacGregor Capital Management has been happy to fly beneath the radar, focusing on delivering long-term, market-leading investment performance for a select group of investors.

“Winston is pleased to have been selected by Peters MacGregor to broaden its reach with financial advisers and direct clients seeking the diversification and performance benefits of a firm of its calibre,” he said.

Mr Fairweather said advisers have begun looking with greater scrutiny for specific asset management characteristics to complement existing portfolio construction.

“For example, Peters MacGregor might sit in the same broad “global equity” asset class as other managers. However, it is the underlying investment style, value driven approach and diversification benefits which make it a natural fit alongside other big brand investment managers,” he said.

The Peters MacGregor Global Fund (the Fund) has performed with distinction in a highly selective market segment. Independent financial advisory firms Centric Wealth and Western Pacific have included the Fund in their client model portfolios, while direct investors have taken up the discrete IMA (individually managed account) option, priced with a minimum investment value of $2 million.

“The Peters MacGregor 13 year track record is solid proof of quality. The exciting part of this story is the ability to add a high conviction, value-based global equity investment manager at a time of significant opportunity outside the relative constraints of Australia’s banking-and-mining-heavy listed companies,” Mr Fairweather said. 

Peters MacGregor founder Wayne Peters says he is confident in the choice of Winston Capital Partners to help take the story to a broader market and deliver on the firm’s ambitious growth plans.

“The Fund will have almost automatic appeal for advisers and their clients who seek an alternative, concentrated approach with the attendant diversification benefits of a global equities fund.

“Our job is to preserve investor capital, create wealth and provide a challenging and stable environment for our committed investment team to exercise its passion for value investing,” he said.

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The firm has also announced a foundation alliance with Australian specialist investment management firm Select Asset Management.

Winston is led by founding partners Stephen Robertson, Nathan Wares and Andrew Fairweather. The management team brings to market a unique combination of world class financial services marketing and distribution expertise, together with seasoned funds management experience honed over a combined 60+ years.

The firm will build its presence in the Australian market based on four key pillars: funds formation, third party distribution, capital raising and specialist advisory.

“Winston fills a gap in the Australian investment management market for professional distribution, capital raising and advice services which, at their core, link best in class domestic and offshore fund managers to philosophically aligned investors,” said Winston Founding Partner, Stephen Robertson.

“Kindred to these services, Winston will also develop specialist asset management product lines which will target the growing demand for innovative alpha generation and investment capability in Australia,” Mr Fairweather said.

 Winston understands that many investment managers seek to focus on their core activity of managing investments.

By partnering with Winston, managers can focus on their passion knowing their capability is professionally delivered to investors that place a greater reliance on working with a trusted funds management provider. For international fund managers, Winston would undertake the often complex market entry tasks. By partnering with Winston, offshore managers will enjoy a successful and risk mitigated experience across the spectrum of investment and fiduciary requirements, regulatory obligations and investor needs.

Select Asset Management
Key to bringing great asset managers to investors involves assessing operational standards and the alpha generating ability of each manager or investment offer. To provide that end-to-end proposition, Winston is pleased to announce an alliance with Select Asset Management (Select).

Select brings an important element to Winston’s value proposition by providing due diligence services through its Fiduciary Service offer; manager and investment assessment through its Investment Consulting capability; and Responsible Entity and trustee services required to successfully deliver quality products to investors.

Winston and Select will now offer a complete service, covering back office, regulatory and compliance, marketing, distribution and product packaging, benefiting fund managers and investors with a convenient all-in-one solution.

Commenting on the alliance with Winston, Brendan Foley, Select’s Chief Executive Officer said: “the launch of our new product manufacturing, fiduciary and due diligence services headed by Alex Wise, combined with Winston Capital’s distribution and marketing services, delivers a compelling proposition to managers and end investors. Having also appointed Winston to represent Select in the market, ensures that our current customised portfolio solution clients will have the same level of service from Select as always. Select will also have the ability to look at new clients with Nathan and Stephen’s extensive network.”

Commenting on the establishment of Winston Capital Partners, founding partner Stephen Robertson said: “The future is bright for specialist service providers in our sector. Winston has made a great start, having secured two advisory roles to an infrastructure fund and international manager; and the third party distribution function with Select. We look forward to working with Select and the broader market moving forward.”

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