Alpha Generation In High-Grade Global Fixed Income
The Intellectual Edge: Making Every Basis Point Count...
Coolabah Capital Investments is a leading global active fixed-income manager with over US$13 billion in funds under management.
Coolabah’s edge is in alpha generation in liquid, high-grade global credit and sovereign securities in contrast to traditional fixed-income strategies that drive returns through adding more interest rate duration risk, credit default risk, and/or illiquidity risk (or beta). This alpha is a function of the world-class analytical insights rendered by Coolabah’s human capital, which includes 63 executives with a long-term track-record of delivering prescient insights.
Funds & Strategies
CBOE Listed
YLDX
Global floating-rate portfolio of investment grade bonds and hybrids.
- Floating-Rate Exposure
- Investment Grade
- Monthly Distributions
- Global Diversification
APIR
ETL6322AU
A portfolio of investment grade Australian floating-rate notes with enhanced yields.
- Floating-Rate Exposure
- Investment Grade
- Quarterly Distributions
- Australian focused
APIR
SLT2562AU
Targets the RBA cash rate plus 4% to 6% pa after fees with an average a credit rating and low interest rate risk.
- Floating-Rate Exposure
- Av. A to AA Credit Rating
- Quarterly Distributions
- Daily Withdrawal Rights
ASX Listed
HBRD
Floating rate hedged credit income portfolio including senior and subordinated bonds, hybrids and securitised credit.
- Floating-Rate Exposure
- Investment Grade
- Monthly Distributions
- Full Capital Stack
CBOE Listed
FIXD
Targets returns that exceed the Bloomberg AusBond Composite 0+ Yr Index by 1% to 2% pa after fees.
- Fixed-Rate Exposure
- Av. A to AA Credit Rating
- Investment Grade
- Quarterly Distributions
CBOE Listed
GFXD
Targets returns that exceed the Bloomberg Global Aggregate Corporate Index (AUD Hedged) by 1% to 2% pa after fees.
- Fixed-Rate Exposure
- Av. A to AA Credit Rating
- Investment Grade
- Quarterly Distributions
APIR
ETL9561AU
A portfolio of AAA rated government bonds that targets returns of 3% to 5% above the RBA Overnight Cash Rate after fees.
- Floating-Rate Exposure
- AAA Credit Rating
- Quarterly Distributions
- Daily Withdrawal Rights
APIR
SLT0052AU
Targets the RBA cash rate plus 1.5% to 3% pa after fees with an average A credit rating and low interest rate duration risk.
- Floating-Rate Exposure
- Av. A to AA Credit Rating
- Quarterly Distributions
- Daily Withdrawal Rights
CBOE Listed
CBNX
An actively managed portfolio of green, sustainable, or sustainability-linked bonds and bonds of ‘Carbon Leaders’.
- Environmentally focussed
- Floating-Rate Exposure
- Av. A to AA Credit Rating
- Quarterly Distributions
CBOE Listed
FRNS
Targets the RBA cash rate plus 1.5% to 3% pa after fees with an average A credit rating and low interest rate duration risk.
- Floating-Rate Exposure
- Av. A to AA Credit Rating
- Investment Grade
- Quarterly Distributions
APIR
ETL9059AU
Targets the RBA cash rate plus 8% pa after fees with an average A credit rating and low interest rate duration risk.
- Floating-Rate Exposure
- Av. A to AA Credit Rating
- Quarterly Distributions
- Daily Withdrawal Rights
Our Firm
in Funds Under Management
in Funds Under Management
Full-time executives
Portfolio Managers & Traders
Analysts
Risk Executives
Global & regional fixed-income strategies
Long-only, long-short, zero duration, and long duration strategies
Offices in London, Miami, Sydney, Melbourne & Auckland
- Global & regional fixed-income strategies
- Long-only, long-short, zero duration, and long duration strategies
- Offices in London, Miami, Sydney, Melbourne & Auckland
About Us
Coolabah Capital Investments is an independent global active fixed-income manager founded in 2011 and Chaired by experienced super fund director Melda Donnelly.
Coolabah is 62% owned by its investment team and 38% owned by the $161 billion boutique specialist investor, Pinnacle Investment Management.
Pinnacle’s mission is to establish, grow and maintain a diverse stable of world-class investment managers. It holds equity interests in numerous specialist investment managers, including Coolabah, and provides them with a comprehensive range of high quality and cost effective infrastructure and other support services.
Partners, Projects & Passions



