The Triple3 Volatility Advantage Fund has been named the Lonsec Innovation Award Winner for 2015.
The Lonsec Innovation Award aims to identify funds that stand out from the pack, particularly those which have tackled investment solutions from a different angle than most peers, or are simply doing it better or more efficiently.
The Triple3 Volatility Advantage Fund aims to generate long-term absolute returns with its volatility-focused strategy, and seeks to capture alpha from highly liquid exchange-traded VIX options, which are negatively correlated to equities. It is the only retail volatility strategy using options available to Australian investors.
Lonsec does not issue, sell, guarantee or underwrite this financial product. Go to www.lonsec.com.au for details of its rating criteria.
Grant Samuel Funds Management (GSFM) is an independent funds management firm, with approximately $6.3 billion in assets under management as of 31 March 2016. GSFM specialises in marketing funds managed by high calibre local and international managers to the Australian market.
In international equities, GSFM has created an alliance with leading US based manager, Epoch Investment Partners. The first funds from this partnership, the Grant Samuel Epoch Global Equity Shareholder Yield Funds, were launched in May 2008.
In May 2008, GSFM acquired an equity stake in Tribeca Investment Partners, a successful Australian Equity boutique manager which has been investing clients’ funds since 1999. As of 31 March 2016, Tribeca has $2 billion in funds under management. As part of the arrangements with Tribeca, GSFM has been appointed as its external distributor.
In May 2011, GSFM formed a relationship with Payden & Rygel, a Los Angeles based independent investment management firm established in 1983, to distribute its global fixed income and absolute return strategies in the Australian market. Payden & Rygel is 100% employee owned by twenty two shareholders, all of whom are active employees of the Firm. Payden & Rygel has over US$95 billion of funds under management across a broad range of strategies and products.
In early 2014, GSFM established a relationship with Triple Three Partners Pty Ltd (Triple3) a boutique research and investment management firm based in Sydney. Triple3 specialises in volatility as an asset class. The first fund from this relationship the Triple3 Volatility Advantage Fund was launched in May 2014. The Grant Samuel Global Equity Advantage Fund was launched in September 2015.
GSFM has successfully marketed the strategies and funds of its partner managers to institutional and retail investors and clients include government institutions, industry superannuation funds and multi-manager organisations, as well as bank-owned retail distribution platforms. GSFM only seeks one partner in a particular asset speciality – one that produces high quality strategies that are attractive for both institutional and retail investors.
GSFM is staffed by a group of professionals with extensive experience in the Australian funds management sector.