Mark De Wan has joined Melbourne-based fund manager Cor Capital to help it expand its market reach and grow awareness of its track record across adviser networks. Founded in 2012, the Cor Capital Fund has been used successfully by family offices and self-directed investors to generate stable real returns.

Managing Director and Founder, Davin Hood, said of the hire that “Mark’s appointment reflects a new phase for the Cor Capital Fund as we bring our unique offering to the intermediary advice market. Since establishing the fund, we have cultivated the ‘all-weather’, ‘keep-me-wealthy’ experience for a discerning group of investors and now get to show something that’s well-tested to a new group, which is exciting.”

Mr De Wan has built broad and deep relationships across the advice market over his 20+ years in sales. He previously worked at Ellerston Capital, MLC, NAB Wealth and UBS Asset Management after beginning his career in financial planning.

Mark said “The Cor Capital Fund offers an unconventional combination of assets with some extra built-in insurances. There is value in its contrarian, disciplined management, and its daily liquidity. Advisers will also like the transparency of the process, which is rare for a fund with performance attributes that are pretty much ‘alternative’ and ‘absolute return’ in nature.”

The Cor Capital Fund invests broadly across large-cap equities, bonds, and cash, as well as precious metals. Its large physical gold bullion position is designed to protect its portfolio from events and conditions that would cause a sell-off of most financial assets. Broad weightings also mean the strategy is better placed to harvest volatility between assets.

According to Mr Hood “Gold is misunderstood as a portfolio tool. We have the largest allocation to gold assets of any multi-asset fund in the country, but have half the volatility and drawdowns of equities, and even so-called balanced funds in recent times. Gold price volatility and gold mining stocks cause havoc for many investors and results are often disappointing. However, with a contrarian mindset and active risk management, gold can contribute to portfolio growth beyond that of the common strategic ‘sliver’, or tactical speculations.”

With current inflation and monetary challenges, and developing geopolitical risks, now is a great time to be bringing a strategy that can avoid disasters yet still grow to the advised market.”

Mark added “I am delighted to join the team and represent the award-winning Cor Capital Fund in this newly created role. My engagement with Davin and co-portfolio manager, Tom Rachcoff has been equable from the beginning, and I look forward to getting started.”

The Cor Capital Fund holds a 4.25 ‘Superior’ rating from SQM Research and can be found on a range of fund platforms.

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