• INVESTMENT OPTION

    MARKET NEUTRAL FUND

    Martin Rosser, The Portfolio Manager, has a 15-year track record of positive returns in every year including the Global Financial Crisis.

Alium Market Neutral Fund Sectiontwo Thumb

ABOUT ALIUM MARKET NEUTRAL FUND

The Alium Market Neutral Fund is for investors seeking to diversify into an investment where returns are not correlated with equities or other assets classes. The Fund takes a thematic, global approach to investing both long & short. Focus is given to changing operating conditions & how these may affect the value of individual companies. Particular focus is given to short themes, an area that is less well-researched & that aims to be a major source of alpha for the Fund over time.

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Short Themes

Short Themes

have generated over 50% of historical returns

Track Record

Track Record

A 15year track record of positive returns in every year including the Global Financial Crisis.

Capital Preservation

Capital Preservation

The Alium Market Neutral Fund has had a maximum drawdown of 3.1%.

Uncorrelated Returns

Uncorrelated Returns

The Fund aims to generate market neutral and positive returns in all conditions by investing in long and short thematic investments.

Liquidity

Liquidity

The Fund largely invests in liquid securities in global developed markets.

FUND PERFORMANCE


MONTHLY PERFORMANCE

Performance Jan Feb Mar Apr May June

July

Aug

Sep

Oct

Nov

Dec

YTD

2017

 

 

 

 

0.9%

1.4%

1.7%

1.2%

-0.3%

-1.4%

-0.2%

-0.8%

2.5%

2018

3.6%

3.1%

2.2%

1.2%

0.7%

0.0%

-0.3%

-2.3%

1.2%

0.8%

4.3%

1.6%

17.1%

2019

-1.9%

1.8%

-0.6%

-1.4%

1.7%

-0.4%

-1.6%

1.8%

1.1%

-1.0%

0.9%

0.7%

1.0%

2020

1.3%

1.8%

7.1%

-0.6%

2.4% 1.4% 2.1% -3.1% 2.8% 0.4% -0.5% 2.9%

19.3%

2021

-0.4%

1.1% 2.4%  1.4% 0.94% -0.49% 1.91% 0.36% -0.20% 0.42% 1.75% 0.15%

+9.84%

2022

0.28% -0.66% +0.52% -0.05% +0.55% -0.51% -1.8% -0.60% +1.45% -0.87% -1.7%

Inception

+55.75%

ALIUM MARKET NEUTRAL TEAM

EXPERIENCED FUND MANAGERS

  • MARTIN ROSSER
    MARTIN ROSSER
    PORTFOLIO MANAGER

    Martin Rosser is the Portfolio Manager of the Market Neutral Fund. He has over 23 years of experience in Financial Markets. Following completion of his Economics Degree at Sydney University, Martin began his career at Citibank in Sydney where he worked in Institutional Foreign Exchange and in banking Martin then moved to Fontainebleau, France to study a Master of Business Administration at INSEAD where he graduated with Distinction. He was then recruited by the Institutional Equities Division at Morgan Stanley in London. In London, after 3 years in pan-European Equities sales, Martin was offered a role in the Proprietary Investment group, where he managed portfolios of global equities from 2006 to 2010. Martin then accepted an offer to transfer home to Sydney with Morgan Stanley to establish a panAsian Proprietary Investment business where from 2010 to 2016 he managed market neutral equity portfolios.

  • ANTHONY SKOTNICKI
    ANTHONY SKOTNICKI
    SENIOR ANALYST

    Anthony has 13 years experience in financial markets across Australia, HK and London Prior to joining Arrow, Anthony ran an Asian Equity Market Neutral book at KIS Capital. From September 2009 (inception) to May 2019, KIS Capital’s Asia Long Short fund returned 11.6% annualised, with a Sharpe Ratio of 1.7 and a Sortino Ratio of 3.3 Prior to KIS Capital, Anthony worked at Morgan Stanley in London covering Hedge Funds, Sovereign Wealth Funds and Long Only Investors on Asian Equities. He was also responsible for the Asian Equity Derivative business in Europe. Prior to moving to London, he headed the JBWere Markets Desk (equity derivatives and fixed income) in Australia. Anthony commenced his career at Goldman Sachs JBWere in Melbourne He is a CFA Charterholder and published author on volatility.

  • TIM BOLGER
    TIM BOLGER
    COO

    Tim has 18 years’ experience in senior operations and distribution roles in Australia.

    Tim began his financial services career in 2004 and has worked across a range of asset classes, with responsibility for product development and structuring, marketing and distribution as well as all operational and compliance functions. He has spent the last 10 years working exclusively with equity long/short and market neutral strategies.

    Tim came to Arrow following six years as COO of Watermark Funds Management.

    He has a Bachelor of Arts from the University of Melbourne and a Diploma in Law.

  • JOE MIYASHIRO
    JOE MIYASHIRO
    Investment Analyst

    Joe joined the Market Neutral team in May 2022. He has over 11 years’ experience in the financial services industry.

    Joe began his career at NAB where he spent 4.5 years working across the banking and markets division. He then joined Morgan Stanley where he worked for 6.5 years, commencing in London, with the middle office team covering FX and OTC products. After 1 year, Joe moved back to his hometown of Sydney for a role with the MS equities business. He was then relocated to Hong Kong to join the Prime Brokerage Division, as a relationship manager covering Hedge Funds.

    Joe has a Bachelor of Commerce from Macquarie University and is a CFA Charterholder.

  • ANDREW BARCLAY
    ANDREW BARCLAY
    Dealer

    Andrew has 6 years’ experience in the financial services industry, having held roles across investment operations, trade support and fund administration.

    Andrew began his career at Platinum Asset Management, where he oversaw middle office functions including cash management and FX execution. He then spent 3 years at Blackrock, where he had responsibility for a range of operational processes for investment strategies domiciled in the Asia Pacific region.

    Andrew holds Bachelor’s degrees in Commerce and Applied Finance from Macquarie University.