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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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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