Tuesday, August 19th, 2014 - Wholesale Investor

SYDNEY, AUSTRALIA - Wholesale Investor, Australia’s leading private investment platform, will host the WI Fund Managers Day 2014 in Sydney, to be held on Friday August 22.

Presented in association with PwC, the principal support partner of the Showcase; each session will provide up to 40 high net worth, private and professional investors, family offices and institutional investors with the opportunity to gain direct access to 13 fund managers in one afternoon.

"We are proud to be showcasing 13 of Australia and New Zealand’s exceptional funds to high net worth investors, family offices and institutional investors. The event provides them with a rare opportunity to hear live presentations, and then speak one on one with the Fund Managers about their unique fund offering and investment strategies.”


3 examples of the funds being featured are:

Global Wealth Partners–Leading fund manager with a globally diversified portfolio

Global Wealth Partners Fund Ltd (“GWP”) offers investors an opportunity to diversify their portfolios with global assets, by providing access to leading alternative investment managers with proven track records of protecting and growing capital over the medium-to-long term in mixed market conditions.

Moelis Australia Asset Management Ltd, part of the Moelis & Co group, will manage GWP’s investment portfolio.  Moelis & Co is an independent global investment bank, listed on the NYSE.  Moelis employees will be investing between $10m and $20m in GWP.

Nanuk Global Alpha Fund - global listed equity fund with a thematic focus on environmental sustainability

The Nanuk Global Alpha Fund is a global listed equity fund with a thematic focus on environmental sustainability. The Fund invests in companies involved in clean energy, energy efficiency, pollution control, waste management, recycling and water.

Nanuk is a Sydney based fund manager that specializes in this area: a surprisingly large and increasingly attractive investment universe often overlooked by traditional fund managers. The Fund invests in equities that we believe are undervalued and likely to benefit from these trends. The Fund also short sells equity securities that we believe are overvalued and negatively impacted by industry trends, or to hedge specific risks. The Fund typically holds a globally diversified portfolio of around 40-50 stocks.

Samuel Terry - Australian domiciled unit trust offering returns of over 10% p.a

The Fund is an Australian domiciled unit trust and has net assets of $A14.1m. The Fund does not borrow money or short-sell securities. It tends to buy and hold securities rather than being an active trader.

The Manager aims to buy most of the Fund’s securities at a sufficiently large discount to intrinsic value to ensure a margin of safety against loss as well as the potential to generate returns of over 10% p.a. The Fund is open to redemptions and subscriptions at the end of each month.


EVENT DETAILS:

Date: Friday, 22 August 2014
Time: 10.30am – 5.00pm
Venue: PwC offices, Level 10, Tower 2, 201 Sussex Street, Sydney
Cost: This is a free event for Family Offices, Sophisticated and Accredited Investors.
 

EVENT SCHEDULE:

10:30am – Registration / Morning Tea

11:00am – 12:00pm: Fund Manager Presentations – Session 1

• Nanuk Asset Management
• Samuel Terry Asset management
• Insync Funds Management, Global Titans Fund
• Tyndall Australian Share Concentrated Fund
• Global Wealth Partners Fund

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2:00pm – Registration

2:30pm – 3:30pm: Fund Manager Presentations – Session 2

• RCP Holdings, Castle Point Funds
• Totus Capital Alpha Fund
• Covest Capital
• Capricorn Commodities

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3:30pm – Registration / Afternoon Tea

4:00pm – 5:00pm: Fund Manager Presentations – Session 3

• Sandon Capital Activist Fund
• GWA Asset Management
• Sky Funds Management
• King Tide Asset Management

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To register for the Fund Managers Day 2014, please go to: 

http://www.wholesaleinvestor.com.au/events/wi-fund-manager-day-2014/


COMPANIES PRESENTING:

Nanuk Global Alpha Fund

The Nanuk Global Alpha Fund is a global listed equity fund with a thematic focus on environmental sustainability. The Fund aims to provide long term capital appreciation while reducing the volatility of returns and risk of capital loss through appropriate hedging and risk management strategies.

Samuel Terry Absolute Return Fund

The Fund is an Australian domiciled unit trust and has net assets of $A14.1m. It does not borrow money or short-sell securities. The Fund aims to grow investors’ wealth at over 10% p.a. while minimising the risk of loss to investors’ capital.

Insync Funds Management – Global Titans Fund

Insync invests in a concentrated portfolio of 15-30 stocks, targeting exceptional, large cap global companies with a strong focus on valuation and downside protection. The fund’s objective is to deliver a positive return at least 2% above the RBA Cash Rate each year and outperform the MSCI World ex-Australia Net Total Return Index in Australian Dollars over an investment cycle.

Tyndall Australian Share Concentrated Fund

The Tyndall Australian Share Concentrated Fund (Fund) is a highly concentrated Australian share portfolio, investing in 15-25 stocks. It is designed to provide a total return, with a bias towards income. The Fund is constructed on a benchmark unaware basis and as such performance may vary significantly from the benchmark over the short term.

Global Wealth Partners Fund

Global Wealth Partners Fund Ltd (“GWP”) offers investors an opportunity to diversify their portfolios with global assets, by providing access to leading alternative investment managers with proven track records of protecting and growing capital over the medium-to-long term in mixed market conditions.

Castle Point Funds Management Ltd – Ranger Fund

The Fund is a New Zealand domiciled unit trust, which primarily invests directly in New Zealand and/or Australian shares. The investment objective of the Fund is to out-perform the Benchmark by 5% per annum before taxes and after all fees over rolling three year periods.

Totus Capital Alpha Fund

Totus Capital is a Sydney-based return manager which focuses on concentrated long/ short investing principally in developed market equities commodities and related derivative instrument.

CoVEST Capital Fund 1

The Fund provides wholesale investors with an investment exposure to the private equity asset class. The Fund’s investment objective is to gain exposure to high quality medium-sized, privately owned businesses in Australia with revenues between $10 million and $ 40 million, EBIT of up to $4 million and EBIT potential of at least 15%.

Capricorn Commodities

Capricorn aims to provide investors with a trusted, secure, cost effective physical gold bullion investment alternative. The platform enables investors to purchase and vault pure physical gold bars (bullion) in their own name in Australia or a variety of global locations.

Sandon Capital Activist Fund

Sandon invests in opportunities that are considered by Sandon Capital to be trading below their intrinsic values, whilst offering the potential of being positively influenced through ‘shareholder activism’.

GWA Asset Management World Fund

GWA has a diversified portfolio of 100+ names with a combination of “wealth weighting” and EVA analysis providing the stock selection tools.

Sky Investment Strategy

The Sky Investment Strategy is a global, long/short, absolute return strategy specialising in stocks that have the potential for substantial changes in price. The strategy uses a disciplined process, combining fundamental and technical analyses, and aims for a high return while managing downside risk. Investors are provided high transparency through Separately Managed Accounts.

King Tide Asset Management

FOF allocating to between 8 and 15 Australasian domiciled equity funds focusing on Australasian equities.  The Fund's objective to provide investors with a dynamic portfolio of the best risk based managers in Australasia in a cost and tax effective way, with a view to compounding wealth by avoiding the large and long-lasting draw-downs commonly associated with equity markets.

Contact Profile

Wholesale Investor


Wholesale Investor is Australia's leading private investment platform showcasing Private, Pre-IPO and Life Sciences ASX Listed Opportunities to over 8,600 High Net Worth, Professional and International investors.
Steve Torso
P: Ph: 1300 597 595
W: www.wholesaleinvestor.com.au/

Keywords

Funds, Fund Managers, Events, Sydney, Wholesale Investor, Capital Raising, Raising money, High-net worth, network, investors, presentations, family offices, PwC, DLA Piper, NZTE

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