Absolute Return Australian Equities

Our Objective

Generate double digit returns p.a. (after fees) over a full investment cycle,
and avoid loss of capital over the medium term.

it’s that simple

Why these numbers?

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Awarded a 4 star Superior Research Rating

SQM Research is an investment research firm that undertakes research on investment products.

Awarded a Recommended Rating from Independent Investment Research

Independent Investment Research (IIR) has awarded a Recommended rating for the Monash Absolute Active Trust (ASX : MAAT).

Awarded an Approved Rating from Zenith

Zenith has awarded a Approved rating for the Monash Absolute Investment Fund.

Awarded Best Listed Alternative Investment Product at Hedge Funds Rock and the Australian Alternative Investment Awards 2020

https://www.hedgefundsrock.org.au/disclaimer

Risk defined

In line with our ‘absolute return’ objectives, we view risk as losing money. We are not interested in achieving ‘relative returns’ against stock market indexes, but in creating wealth by investing in compelling stocks (long and short) that meet our high return hurdle.

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Constraint restricts reward from opportunity

Unlike most benchmark aware and index tracking funds, we have fewer portfolio constraints. Having a more flexible mindset, helps to increase the likelihood of us achieving our performance objectives, when compared to those fund managers who are bound by rules that make no sense from an investment perspective.

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Compelling stocks

Compelling stocks are defined as those that meet our very high return hurdles and are mispriced and misunderstood by the market. Because we set the bar high, we focus our research attention on a small number of ideas that meet our strict criteria, versus trying to cover the whole market.

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