Fidante forges new ‘affiliate’ deal with world | Australian Markets
Challenger Group’s funds management subsidiary, Fidante, has secured its twentieth affiliate investment supervisor partnership, this time with world long/short supervisor, System Capital.
Established in 2022 by Portfolio Supervisor, Lev Margolin, System Capital is set to reap the advantages of a substantial minority equity stake taken by Fidante, together with an settlement to solely distribute its System Capital Lengthy/Quick Fund.
System Capital is the latest supervisor to hitch the fold at Fidante, alongside 19 others with investment experience throughout Australian equities, world equities, fixed income, various methods and sustainable investing.
“We are excited to be partnering with System Capital,” Victor Rodriguez, Chief Govt, Funds Administration at Challenger, mentioned.
“We believe Lev Margolin’s expertise in long-short investing, combined with the extensive experience of the System Capital team, presents a unique opportunity for Australian investors looking to take advantage of under and overvalued global stocks.”
“At Fidante, we strongly believe in the value of active management and the distinct advantages specialist, independent managers offer in an increasingly competitive market. We are committed to ensuring investors have access to best in class, active fund managers, across
a wide and diverse range of products and capabilities.”
The System Capital Lengthy/Quick Fund provides constant returns and draw back safety for buyers backed by basic analysis to establish alternatives of pricing misalignments between the valuation of a business and its business high quality. The fund can also be properly positioned to regulate its publicity to guard towards market volatility. As of December 2024, the fund has returned 24.3 per cent every year (earlier than charges) since its inception in October 2022.
“Our Fund is not constructed with a specific investment thematic or qualitative overlay. Rather, we look to take advantage of structural winners and losers within specific industries to deliver absolute returns,” Margolin mentioned.
“We see our partnership with Fidante as a natural evolution of our business. It brings a new and differentiated investment strategy to the Fidante steady and permits us to grow our investor base.
“Our business remains majority owned by our team, and we will continue to reinvest in the growth of the business.”
Keep up to date with the latest news within the Australian markets! Our web site is your go-to source for cutting-edge financial news, market trends, financial insights, and updates on native trade. We offer day by day updates to make sure you have entry to the freshest info on Australian stock actions, commodity costs, currency fluctuations, and key financial developments.
Discover how these trends are shaping the longer term of Australia’s economic system! Go to us frequently for essentially the most partaking and informative market content material by clicking right here. Our fastidiously curated articles will keep you knowledgeable on market shifts, investment methods, regulatory modifications, and pivotal moments within the Australian financial panorama.
