OVERVIEW

Global long / short fund

Long Biased Hedge Fund

Invest for the medium term, hedge tactically in the short term, capturing upside while guarding the downside.

Highly aligned

Highly Aligned

The portfolio manager invests significant personal capital alongside clients.

Hedge when others hesitate

Hedge When Others Hesitate

We use straightforward hedges to protect capital during volatile markets.

Best ideas only

Best Ideas Only

A focused list of 5 – 20 best ideas, cut losers quickly and let winners ride.

AI POWERED EDGE

Our proprietary AI Analyst mines data, analyses investments and market signals to surface mispricing fast.

Asymmetric upside

Asymmetric Risk / Reward

Every position targets a 2:1 reward to risk ratio, win by not losing.

TEAM

Portfolio Manager. CIO at Endeavor Asset Management. Boutique Wealth Australia Investment Committee Member. Bachelor of Commerce and Bachelor of Economics.

Hayden Beamish

Investment Committee Member. Ex Bennelong and Investors Mutual. Bachelor of Law with Honours.

Julian Beaumont

Clients, Operations and Executive Assistant. 15 years C Suite EA experience.

Kylie Creswick

Investment Committee Member. Ex Bennelong and Investors Mutual. Bachelor of Law with Honours.

Julian Beaumont

Clients, Operations and Executive Assistant. 15 years C Suite EA experience.

Kylie Creswick

Analyst at Endeavor Asset Management. Ex Investment Analyst at Thorney and Lucerne Investment Partners. Bachelor of Finance.

Dan Gafforini

Analyst at Endeavor Asset Management. Ex Westoz Funds Management. Bachelor of Commerce and Diploma of Financial Planning.

Joe Carlton

Analyst at Endeavor Asset Management. Ex Investment Analyst at Thorney and Lucerne Investment Partners. Bachelor of Finance.

Dan Gafforini

Analyst at Endeavor Asset Management. Ex Westoz Funds Management. Bachelor of Commerce and Diploma of Financial Planning.

Joe Carlton

INVESTMENT PHILOSOPHY

Concentrated Portfolio

Focused portfolio of quality compounders

Hedge Often

Tactical hedging reduces volatility

Active Management

Cut losers and maximise winners

Positive Risk / Reward

Only true asymmetry makes the cut

Defined Risk

Downside known before entry

PROPRIETARY AI TOOLS

Custom built tools surface mispricing fast

OVERVIEW

Global long / short fund

Long Biased Hedge Fund

Highly aligned

Highly Aligned

Hedge when others hesitate

Hedge When Others Hesitate

Best ideas only

Best Ideas Only

AI POWERED EDGE

AI POWERED EDGE

Asymmetric upside

Asymmetric Risk / Reward

TEAM

Hayden Beamish

Julian Beaumont

Kylie Creswick

Julian Beaumont

Kylie Creswick

Dan Gafforini

Joe Carlton

Dan Gafforini

Joe Carlton

INVESTMENT PHILOSOPHY

Concentrated Portfolio

Hedge Often

Active Management

Positive Risk / Reward

Defined Risk

PROPRIETARY AI TOOLS

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