Now is the Time for Alternatives

Saxe Coburg specialise in alternative investment strategies.  Our clients have been invested in the Maga Smaller Companies fund since August 2011.  So far in 2020 this fund is up 7.1% versus a fall of -18.5% for the MSCI Europe index, bringing returns from inception in April 2004 to 229% versus the market's 150%.  Manager Andrew Gibbs was outstanding in 2008 and now again in 2020.  In Maga's March quarterly newsletter he explains the signs which led to his defensive positioning ahead of the March meltdown, and some insights of what may lie ahead.

 

Click here to read Maga Smalls' March quarterly report

A Modern, Behaviour-Aware Approach to Asset Allocation

This paper from Newfound research expresses many of the views we have at Saxe-Coburg which underpin our approach to investing.  They question assumptions around the normal distribution, expected returns, volatility and correlations of asset class returns.  They also explore why traditional asset allocation models may not be suitable going forward, and suggest alternative asset classes which should be considered to achieve effective diversification.  READ MORE

We spend most of our time researching boutique managers with small teams

There are many reasons we prefer to invest alongside small and focused teams. and this article talks about some of those.  While in the current period, market driven strategies are producing amazing returns, that will not last forever, and we believe boutique managers, with their own capital at risk, and with risk based strategies will come into their own again.  READ MORE

If you’d like to keep up to date, join our newsletter subscription below

Contact Us

Our Office Location

437 Lake Road
Takapuna
Auckland
New Zealand