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:

• 3^rd best over 3 months (out of 147 global value equity managers)
• 2^nd best over 6 months (out of 147 global value equity managers)
• 3^rd best over 3 years (out of 139 global value equity managers)

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Curtis Cifuentes

Multi-award-winning Australian boutique fund manager, Avenir Capital has strengthened its global investment team with the appointment of experienced analyst, Curtis Cifuentes, as Investment Director.

Mr Cifuentes joins Avenir from Platinum Asset Management, where he spent 15 years as an investment analyst, covering Japan and technology sectors. While at Platinum, Mr Cifuentes independently managed a $25 million Japan Fund sub-portfolio. Prior to that, he spent three years at Compass Partners (now Symphony Financial Partners), a private equity firm in Tokyo. He studied economics at Hitotsubashi University and Tokyo University of Foreign Studies and is fluent in Japanese.

Mr Cifuentes is Avenir Capital’s second new hire in four months following the appointment of investment associate, Patricia Queipo de Llano Campomanes in September.

Avenir Capital’s managing director and chief investment officer Adrian Warner said he was looking forward to Mr Cifuentes playing a central role in the next phase of Avenir’s growth story.

“Curtis’ wealth of investment experience in Australia and Japan is a welcome addition to the Avenir team as we continue to seek global opportunities for our concentrated portfolio and build on our seven-year record of high performance,” he said.

Avenir Capital aims to build a high-conviction, absolute return portfolio of undervalued equity securities sourced from Australia and globally. In the five years to 31 January 2018, the Avenir Global Fund has returned more than 16.6% per annum.

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Following the launch of the value-oriented Avenir Global Fund for retail investors last week, Chief Investment Officer Adrian Warner announced Patricia Queipo de Llano Campomanes had joined the firm as an Investment Associate.

Recently based in Spain, Patricia has six years of European and global financial markets experience, a strong academic background, fluency in three languages and has been a captain of the Spanish national women’s golf team, with a current handicap of one.

Prior to joining Avenir, she spent three years as a Credit Investment Analyst with Spanish asset management and credit fund Arcano, investing in both leveraged loans and high yield bonds of European and US private equity backed firms, and covering a range of sectors, including automotive, healthcare and construction. Before this, she worked for PwC as a member of its Spanish corporate finance and debt advisory team, as a member of BNP Paribas’ corporate and investment banking team and for Banco Santander’s global banking and markets team.

Patricia holds a Bachelor of Bilingual Business Administration from the Colegio Universitario de Estudios Financieros (CUNEF) in Madrid, Spain.

Mr Warner said he was delighted that an analyst with Patricia’s experience and world-view had joined the Avenir investment team. “Having Patricia working with the team to generate investment ideas and market insights will help us to build on our six-year track record of high performance and take the next step in our growth with the launch of the new retail fund class” he said.

Avenir Capital focuses on building a concentrated portfolio of undervalued equity securities sourced from around the world and Australia.

In the five years to 30 June 2017, the Avenir Global Fund – Class I has returned over 21% per annum before fees, ranking comfortably in the top quartile of global, long-only equity managers available to Australian investors^[1].

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The Avenir Global Fund (the Fund), is now available through Fidante Partners making the strategy accessible to retail investors.

In the five years to 30 June 2017, the Avenir Global Fund – Class I has returned over 21% per annum before fees, ranking comfortably in the top quartile of global, long-only equity managers available to Australian investors.

Avenir seeks superior long-term (3-5 year) performance by building a concentrated portfolio of 15-30 undervalued global equity securities. Avenir’s high conviction, research-focused investment process places strong emphasis on capital preservation and investing in quality companies that it seeks to buy at a significant discount to intrinsic value.

Avenir Capital joined forces with Fidante Partners in February 2017. Fidante Partners is part of the Challenger Group, and forms long-term alliances with talented investment teams to create, support and grow specialist asset management businesses.

Avenir Chief Investment Officer, Adrian Warner said the launch of the Avenir Global Fund to retail investors was a major step in Avenir’s plans to deliver superior returns to a wider group of investors.

“Our investment philosophy and process is underpinned by our goal to materially outperform the major indices over the long-term.

We invest with a longer time horizon than many other investment managers as we believe that, given time, the underlying value of a well-chosen business will always prevail over short-term mispricing that may occur in a company’s securities. This ‘time arbitrage’ is one of the most important weapons in our armoury,” Mr Warner said.

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