ARCO Absolute Return Fund added to BT Panorama
The ARCO Absolute Return Fund has been added to the BT Panorama platform, which the manager said would provide more advisers and their clients with access to its 10-year track record of managing the strategy.
The aim of the fund is to consistently compound investor returns over time through a fundamental approach to stock selection, combined with an overarching focus on preserving capital through the market cycle.
George Colman, ARCO co-founder and portfolio manager, welcomed the addition of the fund to BT Panorama’s platform, saying it would further open-up adviser and investor access to a tried and tested approach to protecting and growing wealth at a time when market volatility seems likely to rise.
“We believe proven absolute return strategies should be an enduring part of any portfolio. Ultimately, the best way to grow wealth is not to lose it and since ARCO’s inception in 2008, the strategy has delivered positive performance just shy of 80 per cent of months,” Colman said.
“The ARCO absolute return strategy was launched just after the Lehman Brothers bankruptcy triggered the Global Financial Crisis in 2008, with the purpose of delivering to investors positive, absolute returns, not returns relative to a market benchmark which can be more volatile and negative at times.”
ARCO said the fund applies the 130 years of aggregate equities experience and skill of the manager’s highly successful investment team, including co-founder and portfolio manager Peter Whiting and senior investment analysts Stephen Nicholls and David Rosenbloom.
Recommended for you
Magellan has seen its funds under management surpass $39 billion to the highest volume since August 2023, helped by three fund launches in association with Vinva Investment Management.
The investment giant has announced a $18 billion deal to acquire a leading US-based private credit manager, marking its third major alternatives deal this year.
Brad Potter, who has helmed Australian equities at Tyndall Asset Management for the last decade, has announced his retirement from the business.
Yarra Capital Management has received a top rating for its Enhanced Income Fund from research house Lonsec.
