Boutique Insights

Brochures

• Absolute Return Investments brochure
• Absolute Return Investments profile (Institutional)
• Absolute Return Investments profile (Retail)

Articles

• Market Strategy (November 2011)
• Absolute Return Investments wins hedge fund award (June 2011)
• Wealth Defender and Wealth Defender Income Funds - Protection from market volatility. (August 2009)
• Dynamic Floor Fund (January 2009)
• Wealth Defender (January 2009)
• Old Mutual Capital Builder, investment of the week (Financial Mail, January 2009)
• Absolutely serious... about protecting capital and achieving inflation-beating returns on top of that. (November 2007)
• What investors want: Quantifying the feel-good factor of risk-managed beta. (April 2007)
• Funds of Hedge Funds: Excellent global portfolio diversifiers. (November 2006)
• Absolute Return Funds - tailored solutions for risk-averse investors. (October 2006)

Video

Audio clips

28 April 2009

How to get downside protection in uncertain markets

Cornelius Schoonees, Business Development Actuary - Absolute Return Investments, explains "How to get downside protection in uncertain markets – without missing the upside".

Listen to Cornelius.

Absolute Return Fund Positioning

03 March 2009

Garth Taljard (Portfolio Manager) discusses the Dynamic Floor Fund, Wealth Defender Fund, and Wealth Defender Income Fund, their positions, reasons for those fund positions, and more. Garth is followed by Cornelius Schoonees (Business Development Actuary), as he discusses the Capital Builder Fund’s long term performance and positioning.

Listen to Garth and Cornelius.

Absolute Return Investments Boutique Overview

12 December 2008

Cornelius Schoonees gives a brief overview of the Absolute Return Investments Boutique, its members, funds, and investment philosophy.

Listen to Cornelius provide the boutique overview.

Wealth Defender and Dynamic Floor Funds

15 September 2008

Garth Taljard, Portfolio Manager, Absolute Return Investments, talks through the current asset allocation of the Dynamic Floor and Wealth Defender Funds, as well as discussing performance.

Listen to Garth discuss the fund in more detail.

Wealth Defender and Dynamic Floor Funds

29 February 2008

In October 2007 the floor was raised to about 95%, thus locking in earlier gains. When the market started falling in November, we were that much quicker to protect capital. Going forward, these funds are well positioned to protect against significant further downside while being able to capitalise on any recovery in the equity and property markets.

Listen to Garth discuss the fund in more detail.