Practice 01 — Quantitative Asset Management
Capital
Systematic, research-led investing. A low-risk stock portfolio built on quantitative models, paired with selective overseas property opportunities in markets that still reward capital.
85%
Portfolio profit, first two quarters of 2026
60–120%
Target annual range on the core stock strategy
Low-risk
Risk-controlled, rules-based position sizing
01 — The portfolio
A low-risk book, run to a system.
Our core strategy is a low-risk stock portfolio designed to compound rather than gamble. Positions are selected and sized by quantitative models, exposure is capped by rule rather than by mood, and every trade is documented against the thesis that produced it.
Historically the book has produced returns in the range of 60% to 120% a year. In 2026, across the first two quarters, the portfolio returned 85% profit.
We report the way a fund reports: positions, drawdown, exposure, and the reasoning behind each adjustment. No black boxes, no monthly mystery.
02 — Overseas opportunities
Capital goes where it is welcome.
Alongside the equity book, we source overseas investment opportunities — property and asset-backed positions — in markets such as Dubai and selected parts of Europe. These are markets with clearer tax treatment, real yield, and buyers who actually show up.
Our team has deliberately stepped away from Australian investment opportunities. The wave of new and proposed taxes on domestic investors has changed the maths: a strategy that works before tax stops working after it. Rather than pretend otherwise, we moved the capital.
Dubai
Off-plan and yield-focused residential, favourable tax treatment.
Europe
Selected city markets with stable rental demand.
Australia
Reduced exposure — new taxes have eroded net returns.
Want the current positioning and the numbers behind it?
We share detail on a call, not on a landing page. Reach out and we'll walk you through the strategy, the risk controls, and what is open right now.
Past performance is not a reliable indicator of future performance. Figures shown are historical portfolio results and are provided for information only. Nothing on this page is financial product advice or an offer of securities; consider your own circumstances and seek independent advice before investing.