Martin Rosser's guest appearances

Martin Rosser

Inside the Rope with David Clark

Andrew Mitchell

Craig Evans

John Murray

Alan Sheen

Paul Bassat

Chris Andrews

Steve Tucker

Rob Morrison

Kim Morrison

Peter Cooper

Roger Lloyd

Michael Goldberg

Phil Green

Mitch Taylor

David Kirk

OwlTail

Alium Market Neutral returned 7.2% in March.   Martin Rosser joins the podcast again to discuss how the Alium Market Neutral Fund has been able to generate positive returns during the COVID-19 pandemic.By identifying early market trends such as growth in the share price of "In-Home" businesses as events transpired in places such as Hong Kong, Martin and the team were able to make sensible investments before COVID-19's growth accelerated throughout Australia and the rest of the world. The team also shorted areas such as discretionary spending and travel which have provided additional levels of alpha and positive returns.During March 2020, the Alium Market Neutral fund was able to generate estimated returns of 7.2%, and targets returns of 10-15% p.a. throughout the cycle.

Alium Market Neutral returned 7.2% in March. Martin Rosser joins the podcast again to discuss how the Alium Market Neutral Fund has been able to generate positive returns during the COVID-19 pandemic. By identifying early market trends such as growth in the share price of "In-Home" businesses as events transpired in places such as Hong Kong, Martin and the team were able to make sensible investments before COVID-19's growth accelerated throughout Australia and the rest of the world. The team also shorted areas such as discretionary spending and travel which have provided additional levels of alpha and positive returns. During March 2020, the Alium Market Neutral fund was able to generate estimated returns of 7.2%, and targets returns of 10-15% p.a. throughout the cycle.

Ep 62: Martin Rosser - Positive returns through the COVID crisis

Investing through the cycle and targeting 10-15% returns net of fees is Alium’s focus, and in this episode Martin explains how Alium is able to accomplish this. The Alium Market Neutral strategy is an alternate strategy that utilizes both long and short positions globally with a thematic based approach. Martin describes how his strategy operates differently to traditional market-neutral strategies that utilise a sector-based approach. From inception in May 2017 through August 2019, the fund has not produced a negative year.

Ep 47: Martin Rosser - Investing through the cycle