Damen Purcell, COO of Australian Fund Monitors, speaks with Rob Hay, Head of Distribution & Investor Relations at Collins St Asset Management.

The Collins St Value Fund is an index unaware fund which seeks to create strong investment returns over the medium and long term with capital preservation a priority. The fund has performed strong vs the ASX200 Total Return Index since inception, outperforming by 7.0% per annum.

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Monik Kotecha Chief Investment Officer at Insync Fund Managers. Insync Fund Managers operate two funds, the Insync Global Capital Aware Fund (hedged) and the Insync Global Quality Equity Fund (unhedged). The two funds have the same strategy, the only difference being that one is hedged and the other is unhedged.

The Insync Global Capital Aware Fund was started in October 2009 and since then has returned +11.43% p.a. with an annualised volatility of 9.90%. Over the same period, the Insync Global Quality Equity Fund has returned +13.38% p.a. with an annualised volatility of 10.64%.

Funds operated by manager:
Insync Global Capital Aware Fund
Insync Global Quality Equity Fund

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Martin Pretty, Director at Equitable Investors.

The Equitable Investors Dragonfly Fund was started in September 2017 and has returned +3.06% p.a. since inception. Over the 12 months to February 2021, the Fund rose +59.82% against the ASX200 Accumulation Index's +6.48%.

Damen Purcell, COO of Australian Fund Monitors, speaks with Gary Rollo, Portfolio Manager of the Montgomery Small Companies Fund.

The Montgomery Small Companies Fund was started in September 2019 and has come through a pretty volatile period, outperforming the ASX Small Ordinaries and broader ASX 200 Total Return Index by significant amounts. Since inception the fund has returned 20.39% with a standard deviation of just 2.74%.

Funds operated by manager: The Montgomery Fund, Montgomery (Private) Fund, Montgomery Small Companies Fund

Damen Purcell, COO of Australian Fund Monitors, speaks with Alex Lee, Director of Investor Relations at Laureola Advisors.

Laureola are a specialist investment management firm offering conservative, risk mitigated exposure to life settlements. The firm was established in 2012 to take advantage of the opportunities in the Life Settlements asset class which produces attractive non-correlated long-term returns. Since inception the fund has returned 16.1% with a standard deviation of just 5.6%.

Funds operated by manager: Laureola Australia Feeder Fund

Damen Purcell, COO of Australian Fund Monitors, speaks with Alex Lee, Director of Investor Relations at Laureola Advisors.

Laureola are a specialist investment management firm offering conservative, risk mitigated exposure to life settlements. The firm was established in 2012 to take advantage of the opportunities in the Life Settlements asset class which produces attractive non-correlated long-term returns. Since inception the fund has returned 16.1% with a standard deviation of just 5.6%.

Funds operated by manager: Laureola Australia Feeder Fund

Damen Purcell, COO of Australian Fund Monitors, speaks with Jonathan Wu, Executive Director at Premium China Funds Management.

Premium China was started their first fund in 2005 and have grown to offer 4 actively managed specialist Asian equity and fixed-income funds to both Australian and New Zealand investors. Their Premium Asia fund, which was started in 2009 has returned 12.97% per annum since inception outperforming the Asia Pacific Ex Japan benchmark by over 8% per annum.

Funds operated by manager: Premium Asia Fund, Premium Asia Income Fund, Premium Asia Property Fund, Premium China Fund

Australian Fund Monitors' CEO, Chris Gosselin, speaks with Charlie Aitken from AIM Investment Management about the AIM Global High Conviction Fund's recent and long-term performance.

The AIM Global High Conviction Fund is a long-only fund that invests in a high conviction portfolio of global stocks. The Fund has achieved a down-capture ratio since inception in July 2015 of 81.83%, highlighting its capacity to outperform when market's fall. The Fund has outperformed the Index in 7 out of 10 of the Index's worst months since the Fund's inception, further emphasising its strength in negative markets.

Damen Purcell, COO of Australian Fund Monitors, speaks with Richard Ivers from Prime Value Asset Management about the Prime Value Emerging Opportunities Fund.

Since inception in October 2015, the Fund has returned 14.86% p.a. against the Index's annualised return over the same period of +9.64%. The Fund's Sortino ratio (since inception) of 1.27 vs the Index's 0.74, in conjunction with the Fund's down-capture ratio (since inception) of 45.74%, highlights its capacity to significantly outperform in falling markets.

Funds operated by manager: Prime Value Emerging Opportunities Fund, Prime Value Equity Income (Imputation) Fund - Class A, Prime Value Growth Fund - Class A, Prime Value Opportunities Fund

Finding hidden value in volatile markets

Against a backdrop of heightened economic uncertainty and ever-falling interest rates, Australian investors have flocked to "quality": paying higher multiples across the board for the highest returning, fastest growing businesses. The challenge, in this environment, is to satisfy the desire to invest in quality businesses, without overpaying for them.

In this webinar with Airlie Australian Share Fund portfolio managers, Matt Williams and Emma Fisher, they explore their investment framework for finding underappreciated quality or hidden value in businesses, and how to invest sensibly when markets swing so quickly between fear and euphoria. They also dissect the latest interim results season and what it means for their portfolios.