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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Tim has over 16 years’ experience in the asset management industry, with more than 10 years’ experience investing specifically in ASX listed companies and also unlisted companies. Most recently, he was employed as Director/Head of Research at Acorn Capital, a boutique small and microcap investment manager. Tim combines portfolio management experience with a wealth of analytical and research experience in a broad range of sectors including Industrials, IT, Telecommunications, Materials (ex-Resources) and Transport.

Richard Fish, Director of BLSEM, said he was delighted with Tim’s addition to the team. “Tim’s skillset will further strengthen the team’s analytical capabilities. His specialist skills will add a solid contribution to the execution of our fundamental investment process and continued success of the business,” said Richard.

BLSEM was founded as a joint venture between Bennelong Funds Management and Richard Fish in 2001. The team manages the Bennelong Long Short Equity Fund, which has a highly successful track record with in excess of 10 years of strong performance history.

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