We think future market conditions will be different. This will demand a different perspective and a new approach to generating diversifying returns.
SouthPeak is a systematic and opportunistic macro and volatility manager that invests across asset classes and global markets. Our team has extensive experience across a range of disciplines. We are based in Sydney, Australia.
SouthPeak manages pooled absolute return funds as well as tailored mandates. We also offer portfolio protection overlays and derivatives execution services.
SouthPeak’s real diversification approach is designed to provide consistent positive returns with strong resilience to large equity falls – when diversification is most needed.
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 may not work well going forward.
We look for attractive investment strategies that we believe are logical, intuitive and likely to work in the potentially different economic environment ahead.
We have a deep understanding of capital markets and derivatives markets in particular. This means we can discern supply & demand imbalances in markets that may lead to excess returns.
We use investment strategies and opportunities that we believe are differentiated, and we avoid generic, crowded or backward-looking strategies. Our approach is dynamic, capturing the time variability of returns.
We use a multi-layered risk management framework based on strategy behaviour during a market crisis, concentration limits, stress testing and a range of tail risk strategies.
We believe both qualitative and quantitative aspects are equally important for solid, forward-looking risk management.
We’re intellectually inquisitive about changing market dynamics and the structural alpha opportunities these bring – and we’ve proven this approach since our founding in 2010.
Available only for institutional investors.
Investment Objective: Aim to deliver consistent positive returns above cash with strong resilience to market falls.