Uncertainty creates opportunity

Who we are

Founded in 2010, SouthPeak is a specialist volatility manager with a capital preservation focus, managing dynamic option strategies to provide both income and protection.

Our team has extensive experience across a range of disciplines, markets and asset classes. We are based in Sydney, Australia.

Our goal

SouthPeak aims to provide investors with differentiated investment strategies to deliver attractive performance despite changing market dynamics and headwinds faced by traditional assets.

What we offer

Wholesale funds and tailored implementation mandates

real diversification fund (absolute return): aim to deliver consistent positive returns with strong resilience to large equity falls

enhanced equity hedge: aim to deliver above equity returns with much less risk

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.

Because of this, predictability and simplicity are paramount to generating consistent returns.

Supported by our strong track record, we believe that volatility strategies can be attractive for both income and protection, and are well suited to the potentially different economic environment ahead.

Our edge

We have a deep understanding of capital markets and derivatives markets in particular. This means we can discern supply and demand imbalances in markets that may lead to excess returns.

We use investment strategies that we believe are niche and differentiated. Our approach is dynamic, aiming to capture upside while protecting against downside.

We use a multi-layered risk management framework based on stress tests, concentration limits and a range of tail risk strategies.

We believe 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.

Our people

Mattias Soderberg
Co-Chief Investment Officer, MSc BA (Linkoping), CFA charterholder

Mattias has been managing volatility and other derivatives strategies at SouthPeak for more than a decade. Prior to this, Mattias worked in a range of roles across asset classes at top tier investment banks in Sydney and London. Mattias has a Masters of Science in Business Administration degree from the University of Linkoping and is a CFA charterholder.
Zac Roberts
Co-Chief Investment Officer, BEc (Kobe)

Zac has been managing volatility and other derivatives strategies at SouthPeak for more than a decade. Zac’s previous experience focused on solutions in portfolio efficiency and risk management across equities, interest rates, credit, alternative assets, inflation and longevity, working in investment banking and actuarial consulting in Australia and Asia. Zac is a Monbusho Scholar and completed a Bachelor of Economics from Kobe University in Japanese.
Paul Sampson

Paul’s previous roles include CEO of AXA Japan, director of AXA Asia-Pacific and the National Mutual Life Association of Australasia, chairman of National Mutual Funds Management, NobleOak Life Limited, ACE Insurance Ltd and ACE Australia Holdings Pty Ltd.