Alexander Funds Competitors

Founded in 2008, Ardea is one of Australia’s largest fixed income investment managers. Ardea’s unique ‘relative value’ investment approach targets reliable risk-adjusted returns that are independent of market direction and exhibit low correlation to broader fixed income and equity markets. The firm maintains majority ownership by employees to foster both long term alignment of interests with clients and stability of the investment team, which has longevity and diversity of experience across global fixed income markets.

Kapstream Capital (ABN 19 122 076 117, AFSL 308870) was founded in 2006 by Kumar Palghat and Nick Maroutsos, both seasoned fixed income portfolio managers. Kumar and Nick started with a simple belief; that by removing the constraints inherent in conventional benchmark-relative fixed income portfolio strategies, and by setting absolute return targets and absolute risk limits, it would be possible to construct portfolios using predominantly investment grade assets that more closely met the requirements of a growing number of investors, in delivering consistent and positive returns. They had repeatedly seen traditional fixed income managers build portfolios around issuance-based bond benchmarks - skewed to the largest borrowers, typically not those offering the best return potential - who were more focused on preventing benchmark tracking error than delivering the best return potential. They concluded that they could consistently achieve positive results by going beyond the traditional core manager approach. They decided to use a wide range of instruments including derivatives to exploit market inefficiencies across the full spectrum of fixed income investments, combined with the flexibility to move meaningfully into cash and government bonds at times of market uncertainty and stress.

Alpha Fund Managers actively manage your portfolio so you don't have to. We research and select the best investment managers from around the world, and combine them in our diversified portfolios - the Alpha Fund Series.