Investment Managers
All Star IAM Australian Share Fund
Independent Asset Management Pty Limited ('IAM')
IAM is a focused Australian shares boutique manager established in 2001. IAM aims to generate consistent top quartile returns through an active stock selection process through the whole investment cycle which takes into account a macro economic view as well as a number of additional factors such as value, growth and earnings surprises. The number of stocks held is between 40 to 80.
IAM has a maximum tracking error target of 6% from the S&P/ASX 200 Accumulation Index. For risk control, IAM does not use derivatives and limits are placed on the percentage invested in a particular stock in excess of its index weight and its percentage value of a company (typically 5%). Non-index stocks may make up to a maximum of 10% of the total stocks held.
All Star Income Fund
Kaplan Funds Management
Pty Limited ('Kaplan')
Kaplan is an absolute return manager established in 1998. Kaplan aims to achieve positive returns under most conditions with low volatility and emphasises income producing strategies. Kaplan believes that wealth is accumulated through investing in productive businesses and sound assets managed in an active and disciplined manner to produce consistent returns.
Kaplan’s asset selection has a value orientation and relies on careful quantitative and qualitative research. Management of risk is a strong part of their investment process.
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