Alpha rewards Quay Global Investors

bennelong funds management Quay Global Investors alpha fund managers mandate

9 August 2017
| By Staff |
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Bennelong Funds Management boutique fund manager partner, Quay Global Investors has been awarded a global listed real estate mandate by Alpha Fund Managers.

The mandate was announced this week, with Alpha noting the Quay Global Real Estate Fund invests in a number of global listed real estate securities, selecting the best opportunities from around the world, including Australia.

The strategy objective is to generate a real total return of at least five percent above CPI per annum over five or more years.

Commenting on the mandate, Alpha Fund Managers portfolio manager, Julien Brodie said the active nature of the strategy, as well as the focus on risk management and wealth preservation, were particularly attractive for the Alpha Property Securities Fund.

“Our approach is to research and select the best investment managers from around the world, combine them in our diversified portfolios, and actively manage them so that investors don’t have to,” he said.

“Our investment philosophy is based on the premise that there are particular investment managers that have the ability to consistently generate ‘alpha’ over the medium to long-term and through all financial market cycles, irrespective of any style bias.”

“Quay’s proven ability to successfully and consistently add value over the long-term fits well with this philosophy,” Brodie said. 

Quay co-founder, Justin Blaess said the mandate award was testament to the strength and calibre of the team and the outperformance of the fund.

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