This week SQM Research awarded Coolabah’s Floating-Rate High Yield Fund a ‘Superior’ 4 Star investment rating.
SQM comments that “the investment team works as a collaborative unit where PMs and analysts are all engaged in the management of every portfolio that the Fund Manager manages”.
Further insights from SQM included:
“the practice of constant communication and the broad-based inclusion of team members in decision-making is a vital ingredient to the success of the process. Interactive peer review and collaboration across a tightly knit group of experienced investors will likely make the best use of their combined intellectual property and shared history”;
“that the levels of investment experience and company tenure are strong across the investment team”;
“remuneration in the form of firm equity and client-focused performance bonuses act as strong incentives for optimising staff engagement, retention, and productivity”.
The report is available to financial advisers and wholesale investor. Please contact us for a copy.
