Investment Managers
All Star Income Fund
Kaplan was established by Mr Sam Kaplan in June 1998 to manage money for the professional investor market and various charities. Funds under management currently stands at approximately $2.4 billion, the majority of this being in absolute return investment strategies.
Kaplan's board of directors have extensive corporate experience, providing the Fund with some added advantages. Kaplan has a sizeable investment team for a boutique, with 4 experienced portfolio managers who have complementary skill sets. While Kaplan use a team-based approach, each portfolio manager has specific expertise in the securities in which the Fund invests.
Kaplan is an absolute return manager which aims to achieve positive returns under most conditions, with low volatility and an emphasis on 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.
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