ARCO Absolute Return Fund added to BT Panorama

ARCO absolute return BT Panorama strategy portfolio manager platform wealth market volatility volatility portfolio lehman brothers GFC global financial crisis

22 October 2018
| By Nicholas Grove |
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The ARCO Absolute Return Fund has been added to the BT Panorama platform, which the manager said would provide more advisers and their clients with access to its 10-year track record of managing the strategy.

The aim of the fund is to consistently compound investor returns over time through a fundamental approach to stock selection, combined with an overarching focus on preserving capital through the market cycle.

George Colman, ARCO co-founder and portfolio manager, welcomed the addition of the fund to BT Panorama’s platform, saying it would further open-up adviser and investor access to a tried and tested approach to protecting and growing wealth at a time when market volatility seems likely to rise.

“We believe proven absolute return strategies should be an enduring part of any portfolio. Ultimately, the best way to grow wealth is not to lose it and since ARCO’s inception in 2008, the strategy has delivered positive performance just shy of 80 per cent of months,” Colman said.

“The ARCO absolute return strategy was launched just after the Lehman Brothers bankruptcy triggered the Global Financial Crisis in 2008, with the purpose of delivering to investors positive, absolute returns, not returns relative to a market benchmark which can be more volatile and negative at times.”

ARCO said the fund applies the 130 years of aggregate equities experience and skill of the manager’s highly successful investment team, including co-founder and portfolio manager Peter Whiting and senior investment analysts Stephen Nicholls and David Rosenbloom.

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