Uncertainty creates opportunity

We think future market conditions will be different. This will demand a different perspective and a new approach to generating diversifying returns.

Who we are

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.

What we do

SouthPeak manages pooled absolute return funds as well as tailored mandates. We also offer portfolio protection overlays and derivatives execution services.

Our goal

SouthPeak’s real diversification approach is designed to provide consistent positive returns with strong resilience to large equity falls – when diversification is most needed.

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 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.

Our edge

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.

Our funds

Available only for institutional investors.
Investment Objective: Aim to deliver consistent positive returns above cash with strong resilience to market falls.

Real diversification master fund

Benchmark
Federal Funds Target Rate – Lower Bound
Target Volatility
8 - 16%
Liquidity
Daily
Inception Date
New fund
Fund Type
Cayman Islands exempted company with limited liability
Currency
US Dollars

Real diversification fund (8% - 16% vol)

Benchmark
Reserve Bank of Australia daily cash rate target
Target Volatility
8 - 16%
Liquidity
Daily
Inception Date
7 September 2015
Fund Type
Australian wholesale unit trust
Currency
Australian Dollars

Real diversification fund (4% - 8% vol)

Benchmark
Reserve Bank of Australia daily cash rate target
Target Volatility
4 - 8%
Liquidity
Daily
Inception Date
17 February 2012
Fund Type
Australian wholesale unit trust
Currency
Australian Dollars

Our people

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

Prior to SouthPeak, Mattias held various roles at global investment banks in Sydney and London. His capital markets experience spans research, strategy, structuring and trade execution across a range of asset classes. Mattias holds a Masters of Science in Business Administration from the University of Linkoping and is a CFA charterholder
Zac Roberts
Co-Chief Investment Officer, BEc (Kobe)

Zac’s experience focuses on solutions in portfolio efficiency and risk management across equities, interest rates, credit, alternative assets, inflation and longevity. Prior to SouthPeak, he worked 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. He is a former member of the Institute of Actuaries of Australia Risk Management Practice Committee.
Luan Atkinson
Chief Operating Officer, LLM (Harvard), International Tax Program (Harvard), BCom/LLB (UWA), CFA charterholder

Luan’s experience covers strategy, new business and product development as well as risk and compliance. She has worked in investment banking, funds management, management consulting and law. Luan is a Menzies Scholar, holds a Master in Laws and an International Tax Program certificate from Harvard Law School, a Bachelor of Laws and a Bachelor of Commerce from the University of Western Australia and is a CFA charterholder.
Paul Sampson
Director

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.