Our March 2022 Investor Webinar was held while Portfolio Managers, Ben McGarry and Tim Warner were attending the Morgan Stanley TMT Conference in San Francisco.
As the Totus Alpha Strategy approaches it's 10-year anniversary, we look back on our performance vs objectives over our first decade, discuss some current themes and portfolio positions and explain why the music is playing again for high quality long short investing.
#investing #longshort #hedgefunds
This communication has been prepared by Totus Alpha Management Pty Ltd (ABN 42 155 226 734), a Corporate Authorised Representative (CAR419151) of Totus Capital Pty Ltd (ABN 96 151 256 772 and AFSL 409648) and issued by The Trust Company (RE Services) Limited ABN 45 003 278 831, AFSL 235150 as responsible entity and the issuer of units in the Totus Alpha Long Short Fund. It is general information only and is not intended to provide you with financial advice, and has been prepared without taking into account your objectives, financial situation or needs.
Before investing you should read the relevant Product Disclosure Statement (PDS). The PDS and Target Market Determination (TMD) is available by calling +61 2 8072 9945 or visiting our website www.totuscapital.com.au, prior to making any investment decisions. The fund is appropriate for investors with “Very High” risk and return profiles. A suitable investor for this fund is prepared to accept high risk in the pursuit of capital growth with a medium to long investment timeframe. Investors should refer to the TMD for further information. If you require financial advice that takes into account your personal objectives, financial situation or needs, you should consult your licensed or authorised financial adviser.
To the extent permitted by law, The Trust Company (RE Services) Limited and Totus Alpha Management Pty Ltd, their officers, employees, consultants, advisers and authorised representatives, are not liable for any loss or damage arising as a result of any reliance placed on these materials. Information has been obtained from sources believed to be reliable, but we do not represent it is accurate or complete, and it should not be relied upon as such. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital.
Past Performance is not a reliable indicator of future performance. The Trust Company (Re Services) Limited and Totus Alpha Management Pty Ltd do not guarantee investment performance or distributions, and the value of your investment may rise or fall. Total returns and estimated valuations have been calculated using the mid-point of unit prices, before taxation, after ongoing fees, and assuming reinvestment and distributions. We encourage you to think of investing as a long-term pursuit.
The presentation contains some forward-looking statements which reflect the expectations of Totus Alpha Management Pty Ltd about the future prospects of companies held within the portfolios of the funds. While Totus Alpha Management Pty Ltd considers its expectations to be based on reasonable grounds, there is no guarantee that those expectations will be met. Actual performance of the portfolio companies will be impacted by a variety of factors, including circumstances that cannot be foreseen, and could differ significantly from the expectations of Totus Alpha Management Pty Ltd. These statements should therefore not be relied up as an accurate representation or prediction as to any future matters. Where portfolio companies do not perform in line with Totus Alpha Management Pty Ltd’s expectations, the funds could be adversely impacted.
