HSC MULTI STRATEGY WHOLESALE INVESTMENT
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Multi Strategy Wholesale Invesment Strategy

The Multi Strategy Program is a high performance high conviction managed account. The strategy is a genuine active strategy that is founded on a consistent, disciplined, and proven investment approach. It uses a top-down quantitative approach to selectively invest in high growth stocks on the Australian and US markets. While being a long-only approach, the strategy has the mandate to revert to a 100% cash position during sustained downward environments. This mechanism controls downside exposure that in turn attempts to increase the long-term risk adjusted return profile.

Objective High Growth
Benchmark Russell-1000
Markets traded ASX and US
Cash limit 0 - 100%
Recommended investment period long term                     Minimum 7 years
Minimum investment A$250,000 (Wholesale Investor only)
Management Fee 1.5% p.a. of portfolio value
Performance Fee 20% of any performance above the Benchmark with high water mark

The HSC Multi Strategy Wholesale Invesment Strategy is only available to Wholesale & Sophisticated Investors.

 

Fact sheet

 

Multi Strategy Investment Flyer   Harbourside - Multi Strategy Wholesale IP

  • Introduction to Systematic Growth Investing

    Nick Radge, manager of the Harbourside Capital Multi-Strategy MDA, introduces and explains what systematic growth investing is.

  • Hitchhiking the stock market

    Nick discussed how he uses momentum investing to 'hitchhike' strong stocks to generate alpha.

  • Momentum Ranking

    Nick explains how he uses momentum ranking to invest in the strongest performing stocks while avoiding the weakest.

  • The Harbourside Multi-Strategy MDA methodology

    Nick discusses how combining strategies can lead to improved performance and protect portfolios in poorer markets.

  • For and Against

    Nick discusses the pros and the cons of an active momentum approach.