“The innovation focus of the Guinness strategy resonates with our view on where future capital appreciation in global equities will be clustered. Concentrated portfolios with a high active share are attributes we typically like in addition to demonstrable outperformance, all of which which Guinness has in spades” said Julien Brodie, Portfolio Manager at Alpha Fund Managers.

“We are delighted that Alpha decided to invest with us, we think our focus on Innovation and equally weighted concentrated portfolios appealed to Alpha,” said Tim Guinness, Founder and CIO.

With its concentrated portfolio of innovative, high quality, growth companies, the Fund delivered a total return of 22% vs the MSCI World Index Return of 12.42% in 2017, outperforming the benchmark by 9.58%. It has also performed well in recent volatile markets.

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Justin Blaess

Alpha Fund Managers has awarded a mandate to global listed real estate manager Quay Global Investors, a boutique fund manager partner of Bennelong Funds Management.

The Quay Global Real Estate Fund invests in a number of global listed real estate securities, selecting the best opportunities from around the world, including Australia. It aims to generate a real total return of at least five percent above CPI per annum over five or more years.

Julien Brodie, portfolio manager at Alpha Fund Managers said, “The active nature of the strategy, as well as the focus on risk management and wealth preservation, are particularly attractive for the Alpha Property Securities Fund.

“Our approach is to research and select the best investment managers from around the world, combine them in our diversified portfolios, and actively manage them so that investors don’t have to.

“Our investment philosophy is based on the premise that there are particular investment managers that have the ability to consistently generate ‘alpha’ over the medium to long-term and through all financial market cycles, irrespective of any style bias.

“Quay’s proven ability to successfully and consistently add value over the long term fits well with this philosophy.”

Justin Blaess, portfolio manager and co-founder of Quay, said the mandate award was testament to the strength and calibre of the team and the outperformance of the fund.

“Our strategy has just passed its third birthday, and over three years we have delivered a return of 14.8 percent per annum (net) compared to 9.6 percent for the index1, ahead of our benchmark of CPI +5% per annum.

“We continue to see good opportunities for investors.  Global real estate fundamentals are still generally attractive owing to expanding economies and a general lack of construction post-GFC, limiting supply in certain markets.

“With sectors such as healthcare, manufactured housing, student housing and data storage benefiting from structural growth, we believe global listed real estate offers a number of benefits for investors looking for both capital growth and yield,” Mr Blaess said.

The fund was recently upgraded to ‘recommended’ by Lonsec and was awarded a ‘superior’ rating by SQM earlier this year.

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Anton Tagliaferro

Australian equities specialist, Investors Mutual Limited (IML), has been awarded a Small Caps allocation / model portfolio inclusion by multi-manager, Alpha Fund Managers.

The IML Small Cap Fund aims to deliver investors with consistent and long term returns by investing in quality small cap companies aligned to their investment philosophy, that is; companies pertaining a competitive advantage, with recurring earnings, run by capable management, that can grow, whilst trading at a reasonable price.

In awarding the allocation, Julien Brodie, Portfolio Manager at Alpha, said, “We selected the IML Small Cap Fund because of the quality and insight of the investment team, defensive characteristics and importantly its ability to navigate market rotations (such as during 2016) and deliver consistent outperformance across time.”

Simon Conn, IML’s Small & Mid Cap Senior Portfolio Manager said, “We are delighted that Alpha has chosen to add our Small Cap Fund to their clients’ portfolios. IML will aim to deliver their clients with consistent capital growth over the long term with lower volatility, as has been the hallmark of all IML funds since our inception in 1998.”

Anton Tagliaferro Investment Director of IML added: “We thank Alpha for their support and faith in IML’s process following their comprehensive due diligence process and we are pleased they have chosen IML as they understand and are aligned to our investment philosophy and process”.

The allocation follows IML recently being awarded Morningstar’s Small Cap Manager of the Year, along with their strong research house ratings across all strategies.

At the end of June 2017, the Fund delivered investors 14.8% p.a., 17.2% p.a. and 18.1% p.a. over one, three and five years’ net of fees, respectively.

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The strategy aims to deliver investors strong long-term capital growth by investing in Australian and NZ companies with a market cap of less than $350 million.

Robert Frost, OC’s Head of Investments, said, “After extensive due diligence, we are delighted Alpha awarded us the mandate. We look forward to working with Alpha and giving their clients access to a range of compelling companies at the smaller end of the market.”

Julien Brodie, Portfolio Manager at Alpha, added, “We were attracted to OC’s micro-cap strategy because of the calibre and experience of the investment team, its proven ability to outperform and propensity for lower downside capture, which resonates with our investment philosophy.”

The mandate follows the strategy’s recent ‘Recommended’ rating from research houses Zenith and Lonsec.

At the end of June 2017, OC’s micro-cap strategy delivered investors 15.8% p.a., 14.0% p.a. and 15.7% p.a. over one, three and five years, respectively.

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