Comments Off on Investors urged to hedge their super bets – The Australian
In this article by David Rogers at the Australian, Justin Braitling discusses the risks that face investors given the current economic backdrop and the importance of genuine diversification in a portfolio. He also highlights the upcoming launch of the Watermark Global Leaders Fund, a global market neutral strategy designed to provide uncorrelated returns while hedging share market risks.
Comments Off on High flying Australian hedge funds attract global interest
In this article from the Australian Financial Review, Jonathan Shapiro talks to Watermark’s COO Tim Bolger, about the increasing interest in Australian hedge funds, from investors in the US and Asia. With fund performance across the domestic peer group turning heads while funds in other regions struggle, investors looking for rare sources of uncorrelated alpha returns are discovering that that Australian hedge funds have a lot to offer
Comments Off on Helicopter money is about to take off
In this interview from the Australian Financial Review, Justin Braitling talks with Philip Baker about the outlook for the global economy and the repercussions of increasingly aggressive interest rate policies from central banks around the world.
Comments Off on Why Watermark is short Australian healthcare stocks
In this article, published in the Australian Financial Review on the 31st of May 2016, Nick Cameron discusses the significant valuation gap that has emerged between healthcare stocks listed on the ASX, and those listed offshore. With an investment mandate that allows for investment in international shares, Watermark can take advantage of opportunities that emerge in offshore markets and develop a stronger sense of global trends that may manifest in the domestic share market.
Comments Off on Market Neutral Trust ‘Recommended’ by Zenith Investment Partners
Zenith Investment Partners have awarded a ‘recommended’ rating for the Watermark Market Neutral Trust.
Zenith are a leading research house with comprehensive coverage of the Australian hedge fund sector. Having recently completed their Market Neutral Sector Review, Zenith commended Watermark for consistency in the application of its investment process and for the continuing enhancement of its operational infrastructure.
As an established player in the Australian hedge fund industry, Watermark is committed to raising awareness amongst the investment community, of the important role that alternative investments play in portfolio construction. As is clearly demonstrated in the track record of Watermark’s absolute return funds and through Zenith’s analysis of other highly rated funds in the sector, alternative investments offer true diversification and an appealing risk/return profile.
With thorough reporting from independent research groups such as Zenith, investors will be better equipped to assess their options in the hedge fund space, which are increasingly being considered by portfolio constructors and self-directed investors as an attractive investment vehicle. This also builds upon Zenith’s well-established reputation as a leader in the assessment of alternative asset classes, such as long/short equities.
Comments Off on AFR Article – March 2nd 2016 – How a debt crisis in the US could drag your portfolio lower
In this article from Matthew Smith at the Australian Financial Review, Justin Braitling discusses the potential impacts of recent deterioration in corporate debt markets. In particular, he highlights risks for the Australian Energy sector, where highly geared companies face the risk of default on their loans, as their cost of borrowing increases. The Australian banking sector too faces headwinds, as wholesale funding costs increase and earnings growth remains elusive.