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Funds - Long short
History
Bennelong Long Short Equity Management (BLSEM) is a boutique, absolute return manager which manages investments on behalf of both fund-of-funds and private investors. It applies a qualitative stock selection process to construct a diversified portfolio of paired securities based on
relative value, investing primarily in the S&P/ASX 100 universe.
The subsidiary was founded as a joint venture between Bennelong Funds Management and BLSEM principal, Richard Fish. Richard has over 22 years of Australian equities market experience and is supported by experienced analyst, Sam Taylor.
Investment objective
BLSEM's investment objective is to generate consistent returns via incremental gains and to avoid position concentration. It combines deep market experience with robust portfolio construction methodology to meet their investment objective and investor's expectations. The fund has eight
years of successful performance history and features nil correlation with the underlying market.
BLSEM won the prestigious Alternative Investment Management Association's (AIMA's) award for
Best Market Neutral Fund in 2008, and was again nominated as a finalist in 2009.
Long short equity team
Richard Fish
Director
Richard has extensive experience in financial markets with specialist Australian equities capabilities. He commenced working with the Bennelong Group in 2001, where he designed, implemented and managed their Long Short Equity Fund, now managing the fund on behalf of Bennelong and external investors.
Prior to this, Richard worked in portfolio manager and dealer roles with National Asset Management Limited. His professional history encompasses positions with high profile investment banks including ANZ McCaughan Securities Limited, Bain Securities (Deutsche Bank AG) and MacNab Clarke & Partners (CS First Boston).
Sam Taylor
Analyst
Sam has worked with the Bennelong Group since 2006 in both an analyst and portfolio manager capacity. Currently, Sam is responsible for qualitative and quantitative research, thematic macro and industry research, and fund attribution and reporting.
Previously, Sam was Partner at Ocean Financial Group where he was Equity Portfolio Manager for high net worth individuals. Sam's professional history also includes investment advisory roles at Hartleys Ltd and Intersuisse Ltd.