CUSTOM INSTITUTIONAL MANDATES
CCI specialises in building bespoke direct portfolios of investment grade and/or sub-investment grade credit with risk and return preferences tailored to client needs, including long and long-short strategies that are unlevered or levered and with and without duration risks.
We currently manage numerous custom portfolios outside of Smarter Money Investments and the BetaShares Active Australian Hybrid Fund for institutional clients via unlisted managed funds and direct mandates. All portfolios utilise our unique fusion of bottom-up and top-down, value-based quantitative asset pricing analysis, research, and deep financial and commercial due diligence.
The Coolabah Active Composite Bond Strategy is one example of this capability, fusing CCI’s alpha generation capabilities with a beta-based exposure to risk-free interest rate duration. Since 2012 this institutional solution has outperformed the AusBond Composite Bond Index by approximately 1.8% annually before fees with a 96% correlation to the benchmark (this is not available to retail investors).
Contact us to find out more about our customised capabilities.