Inside the Rope with David Clark

Ep 62: Martin Rosser - Positive returns through the COVID crisis


Listen Later

Alium Market Neutral returned 7.2% in March.
Martin Rosser joins the podcast again to discuss how the Alium Market Neutral Fund has been able to generate positive returns during the COVID-19 pandemic.
By identifying early market trends such as growth in the share price of "In-Home" businesses as events transpired in places such as Hong Kong, Martin and the team were able to make sensible investments before COVID-19's growth accelerated throughout Australia and the rest of the world. The team also shorted areas such as discretionary spending and travel which have provided additional levels of alpha and positive returns.
During March 2020, the Alium Market Neutral fund was able to generate estimated returns of 7.2%, and targets returns of 10-15% p.a. throughout the cycle.
...more
View all episodesView all episodes
Download on the App Store

Inside the Rope with David ClarkBy David Clark

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

3 ratings


More shows like Inside the Rope with David Clark

View all
CommSec Market Update by CommSec

CommSec Market Update

15 Listeners

Motley Fool Money by LiSTNR

Motley Fool Money

92 Listeners

NAB Morning Call by Phil Dobbie

NAB Morning Call

14 Listeners

The Money Puzzle by The Australian

The Money Puzzle

51 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

797 Listeners

The Joe Walker Podcast by Joe Walker

The Joe Walker Podcast

123 Listeners

The Rules of Investing by Livewire Markets

The Rules of Investing

9 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

63 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

19 Listeners

Value Investing with Legends by Columbia Business School

Value Investing with Legends

210 Listeners

FEAR & GREED | Business News by Fear and Greed

FEAR & GREED | Business News

7 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

418 Listeners

The Money Café with Alan Kohler by Intelligent Investor

The Money Café with Alan Kohler

39 Listeners

Chanticleer by Australian Financial Review

Chanticleer

22 Listeners

The Fin by Australian Financial Review

The Fin

24 Listeners