Market neutral strategy investing in long/short large cap Australian equities
Bennelong Long Short Equity Management (BLSEM) is a boutique, market neutral asset manager, managing investments on behalf of both fund-of-funds and private investors. It was founded as a joint venture with Bennelong Funds Management in 2002.
BLSEM seeks to minimise market risk in the construction of its long/short portfolio by applying a limited market exposure strategy. The team's ‘bottom up’ fundamental research process aims to identify key drivers of company profitability to generate excess returns for investors. Its investment guidelines include strict frameworks for portfolio construction, exposure limits and risk management.
Our fund
Aims to achieve consistent absolute returns, regardless of market conditions, from a portfolio of both long and short large cap Australian shares. The strategy seeks to limit exposure to market risk by adopting a predominantly cash neutral position via a series of correlated long and short paired positions.
Our team
BLSEM is led by Portfolio Manager Sam Shepherd, supported by Head of Research, Sam Taylor and a highly experienced team of analysts. The team, which has a successful track record with more than 12 years of strong performance history, invests in long and short large capitalisation Australian shares (primarily S&P/ASX 100).
