What's on at Auscap
Check out our latest newsletter, webinar and upcoming events
CommSec Executive Series, 2 February 2016
Exclusive insights. Take a closer look at Australia’s top companies.
Auscap Newsletter – February 2016
The Fund returned negative 3.01% net of fees during January 2016. This compares with the All Ordinaries Accumulation Index return of negative 5.38%. Average gross capital employed by the Fund was 79.2% long and 30.3% short. Average net exposure over the month was 48.9%. At the end of the month the Fund had 23 long positions and 18 short positions. The Fund’s biggest stock exposures at month end were spread across the financials, consumer discretionary, consumer staples, healthcare, energy and materials sectors.
Will Hamilton: In volatile times check out alternatives, The Australian, 2 February 2016
In times of excess sharemarket volatility one asset class that investors concentrate on as they look for truly diversified or non-correlated assets is “alternatives”. In other words, having a segment of your portfolio where there are investments that will not drop when the wider market takes a fall.
The ASX files: The value is out there, Australian Financial Review, 23 January 2016
Volatility in global markets has not produced a fire sale of quality companies, but experts say there are opportunities if you know where to look.
What sectors of the sharemarket hold the most promise in 2016, Australian Financial Review, 11 January 2016
We asked five leading fund managers where they expect to reap outsized returns in the year ahead.
Auscap Newsletter – January 2016
The Fund returned 4.56% net of fees during December 2015. This compares with the All Ordinaries Accumulation Index return of 2.65%. Average gross capital employed by the Fund was 100.9% long and 15.4% short. Average net exposure over the month was 85.5%. At the end of the month the Fund had 30 long positions and 7 short positions. The Fund’s biggest stock exposures at month end were spread across the financials, consumer discretionary, consumer staples, healthcare and materials sectors.
Auscap Newsletter – December 2015
The Fund returned 4.69% net of fees during November 2015. This compares with the All Ordinaries Accumulation Index return of negative 0.69%. Average gross capital employed by the Fund was 100.4% long and 23.6% short. Average net exposure over the month was 76.8%. At the end of the month the Fund had 29 long positions and 8 short positions. The Fund’s biggest stock exposures at month end were spread across the financials, consumer discretionary, consumer staples, healthcare and materials sectors.
Just 12 firms make up half of Australia’s stock market — and they’re all facing earnings risks, Business Insider, 18 November 2015
Just 12 firms make up half of Australia's stock market -- and they're all facing earnings risks, Business Insider, 18 November 2015
Auscap Newsletter – November 2015
The Fund returned 4.65% net of fees during October 2015. This compares with the All Ordinaries Accumulation Index return of 4.59%. Average gross capital employed by the Fund was 102.5% long and 28.3% short. Average net exposure over the month was 74.2%. At the end of the month the Fund had 29 long positions and 6 short positions. The Fund’s biggest stock exposures at month end were spread across the financials, consumer discretionary, consumer staples, healthcare and materials sectors
Lessons relearnt, Intelligent Investor, 16 October 2015
Lessons relearnt, Intelligent Investor
Auscap Newsletter – October 2015
The Fund returned 4.82% net of fees during September 2015. This compares with the All Ordinaries Accumulation Index return of negative 2.50%. Average gross capital employed by the Fund was 101.8% long and 26.4% short. Average net exposure over the month was 75.4%. At the end of the month the Fund had 30 long positions and 11 short positions. The Fund’s biggest stock exposures at month end were spread across the financials, consumer discretionary, consumer staples, healthcare, information technology, materials and energy sectors.
Auscap Newsletter – September 2015
The Fund returned 1.64% net of fees during August 2015. This compares with the All Ordinaries Accumulation Index return of negative 7.3%. Average gross capital employed by the Fund was 112.7% long and 33.1% short. Average net exposure over the month was 79.6%. At the end of the month the Fund had 33 long positions and 7 short positions. The Fund’s biggest stock exposures at month end were spread across the financials, consumer discretionary, healthcare, materials and energy sectors.
