GT Momentum Portfolio

GT Momentum Portfolio

The GT Momentum Portfolio was spawned from the highly successful Gleneagle Proprietary Trading Desk at Gleneagle Securities (AUST) Pty Limited.

Under the management of Gregory Tolpigin the Proprietary Trading Desk achieved:

  • Annually compounded returns of 41% (after all fees) from January 2015 to October 2019
  • Total Return of 411% net of fees

The Fund is a continuation of the model and strategies used within this proprietary trading book and provides investors with the opportunity to invest alongside both Gregory Tolpigin and Gleneagle Securities, who are key investors in the Fund.

The primary focus of the portfolio is to invest according to the key principles of price momentum, developing and supporting global thematics, valuation metrics and risk management. Application of these principles across five key strategies ensures that the portfolio is diverse in capturing performance across different asset classes and maintains exposure to only those investments that are actually producing positive returns for the portfolio.

The central focus of the portfolio is to identify specific companies that meet the strict criteria for investment and which are poised for a significant growth due to company specific factors and/or broader industry and macro trends. Where macro trends are identified, the portfolio will also look to profit directly from those trends with a direct investment in that specific asset class which could include bonds, commodities and foreign exchange.

The GT Momentum Portfolio also has a particular focus on identifying attractive structured income opportunities to help provide an ongoing core long-term yield for the portfolio.

Gregory Tolpigin

Gregory Tolpigin

Portfolio Manager

Gregory Tolpigin has enjoyed a career spanning 25 years in financial markets as a high level strategist and Proprietary Trader for major investment banks such as Citigroup, Bankers Trust and Macquarie Bank.

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Performance

Please see our historical performance figures below :

Total Since Inception Yearly Average Year To Date Performance 3 Year Performance
TBA TBA TBA TBA

 

2015 2016 2017 2018 2019 Total Since Inception Yearly Average
TBA TBA TBA TBA TBA TBA TBA

 

Total Since Inception 1 Year Performance 2 Year Performance 3 Year Performance Yearly Average
TBA TBA TBA TBA TBA

 

Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
TBA TBA TBA TBA TBA TBA TBA TBA TBA TBA

Fees

Gleneagle Asset Management charges a 1.0% p.a. Management Fee (plus GST), and a 20% Performance Fee (plus GST) above High Water Mark across all of it’s portfolios. In addition, a maximum of 0.5% Expense Recovery Cost may be applied as required.

Management Fee

1.0% p.a.

Performance Fee

20%

Expense Recovery

Max. 0.5% p.a.