Strategies
CCAT manages over 40 investment strategies globally, which Australian investors can access via segregated accounts and various pooled funds.
Explained: Low Volatility Investing
Portfolio Manager Katrina Khoupongsy explains how CCAT exploits the low volatility anomaly in its managed vol portfolios.
| Australian Equities | Quarterly Factsheet |
|---|---|
| Wholesale Australian Equity Fund | Download |
| Wholesale Australian Equity Long Short Fund | Download |
| Wholesale Geared Australian Equity Fund | Download |
| CCAT Sustainable Australian Equity | Download |
Explained: Systematic 130/30
Portfolio Manager Zhe Chen explains how a systematic rather than fundamental approach to 130/30 strategies can be beneficial.
| Alternatives | Quarterly Factsheet |
|---|---|
| Australian Defensive Income | Download |
| Australian Market Neutral | Download |
| CCAT Global Macro – Institutional Class | Contact Us |
CCAT Asset Management (Australia) Limited (“CCAT Australia”) ABN 41 114 200 127 is the holder of Australian financial services license ("AFSL") number 291872. It is also registered as an investment adviser with the U.S. Securities and Exchange Commission ("SEC"). Under the terms of its AFSL, CCAT Australia is limited to providing the financial services under its license to wholesale clients only.
CCAT Australia is a wholly owned subsidiary of CCAT Partnership Capital INC (“CCAT”), a U.S. registered investment adviser regulated by the U.S. SEC. CCAT is exempt from the requirement to hold an AFSL under the Corporations Act 2001 (Cth) ("Corporations Act"). CCAT is regulated by the SEC under United States of America laws, which differ from Australian laws. This website is intended only to provide a summary of the subject matter covered. It does not purport to be comprehensive or to provide legal, taxation or other advice on the subject matter. No reader should act on the basis of any matter contained in this website without first obtaining specific professional advice.
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