Strategies
A diversified platform of alternative investment strategies
With a heritage in fundamental long/short investing, Regal are benchmark unaware, absolute return investors.
We seek to identify, understand and capitalise from pricing inefficiencies that occur across and within global capital markets. Our investment strategies are focused on specific sectors, markets or asset classes where our extensive investment in human capital, technology infrastructure and market relationships provide attractive sources of ongoing alpha. A robust risk management framework exists at the core of every investment fund. Risk is carefully identified, measured and managed, utilising in-house and external risk systems, in conjunction with a dedicated risk committee.
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1 As at 31 October 2024. Subject to buy/sell spreads
2 Performance as at 31 October 2024, net of fees. Past performance is not indicative of future performance. All investments carry risk. Please refer to the relevant offering documents for more information.
3 In Australia, wholesale clients and sophisticated investors are defined in the Corporations Act 2001 (Cth) and include a person who has a current certificate from a qualified accountant (obtained within the previous two years). Investors in jurisdictions outside Australia should consider the equivalent rules in laws of the country in which they reside. This website is not an offer to sell or a solicitation of an offer to subscribe for securities in any Fund. Investors must read the relevant Fund offer document in order to determine if the Fund is available to them.
4 Retail investors are considered Australian domiciled investors who do not qualify as an eligible wholesale and sophisticated investor.
5 The benchmark for the Regal Australian Small Companies Fund is the S&P/ASX Small Ordinaries Accumulation Index, and the benchmark for the Regal Australian Long Short Equity Fund is the S&P/ASX 300 Accumulation Index.
6 Performance since inception December 2023, not annualised.
