The Australian Eagle Trust (Trust) is a long-short strategy that complements the manager’s well proven, long-only, Australian equity strategy.The investment strategy uses fundamental research to identify the ‘quality’ of stocks and to look for positive changes which will drive outperformance.Those stocks that do not offer quality or outperformance drivers are then candidates for shorting within the portfolio.This strategy therefore leverages the underlying long-only strategy with the objective of substantially outperforming the S&P/ASX 100 Acc index.

Please fill in the form below to download the report