SouthPeak is a systematic fund 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 offers pooled funds and tailored mandates for institutional investors, including 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. Our smoother equity approach aims to deliver equity returns with much less risk.
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.
We look for attractive, mis-priced 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. Our approach is dynamic, capturing the time variability of returns.
We use a multi-layered risk management framework based on expected 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 alpha opportunities these bring – and we’ve proven this approach since our founding in 2010.
Wholesale funds and tailored implementation mandates
real diversification approach – absolute return: aim to deliver consistent positive returns above cash with strong resilience to large equity falls
smoother equity approach: aim to deliver equity returns with much less risk