Using volatility strategies for alpha & capital preservation
We aim to deliver attractive outperformance with low correlation to bonds and equities
Our investment philosophy
We believe future market conditions will be different from previous decades of falling interest rates, strong asset returns and negative bond/equity correlations. Economic growth will be slower due to high debt levels, sluggish productivity and aging demographics.
This means past investment approaches, including traditional diversification sources, may not work well going forward. In this new environment, we believe predictability and sustainability are paramount to generating consistent returns.
We use option-based investment strategies that are differentiated and niche, aiming to capture upside while protecting against downside. Supported by our strong track record, we believe that volatility strategies can be attractive for both alpha and protection, and are well suited to the potentially different market environment ahead.
Investment Insights
Read our Insights to learn how option-based investment strategies can help investors improve their risk/return profile.
Investment Approach
Learn more about our Investment Approach and the SouthPeak funds available to investors.
Our people
Paul’s previous roles include CEO of AXA Japan, director of AXA Asia-Pacific and the National Mutual Life Association of Australasia...
Paul Sampson
Zac has been managing volatility and other derivatives strategies at SouthPeak for more than a decade...
Zac Roberts
Mattias has been managing volatility and other derivatives strategies at SouthPeak for more than a decade...
Mattias Soderberg