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Garnaut Absolute Return Theme (GART)

Similar investment strategies have been successfully adopted by US university endowment funds (Harvard, Yale etc) and global sovereign wealth funds (Future Fund, Abu Dhabi Investment Authority).

GART is a selection of highly skilled investment managers across all asset classes (including hedge funds, long-short funds, equities funds and fixed income funds). GART investment managers employ flexible mandates allowing them to go long (generating a profit when markets rise), short (generating a profit when markets fall) or convert to cash if required. In rising markets, they exhibit all the attributes of a 'normal' fund whilst, during periods of uncertainty, they can become more defensive by employing short-selling or converting to cash on your behalf to preserve capital.

GART portfolios have a greater allocation to absolute return and hedging strategies when compared to traditional asset allocations. The final portfolio is a mix of academic theory and informed market judgement which focuses on generating the best possible return, whilst maintaining a strict focus on capital preservation and low volatility.

As we are a large allocator to such strategies, our clients often receive preferential access to funds that are not available to retail investors.

“Introduced in 2001 through our proprietary specialist boutique and value theme, the aim of GART is to produce long term 'absolute returns' through all market cycles.”

Geoff Schubert – Chief Investment Officer