The Real Asset Roundup - Inside Alternatives Investing | Ep.01

About this video

• Video Title: The Real Asset Roundup - Inside Alternatives Investing | Ep.01
• Channel: Catalyst Fund Managers
• Speakers: Kerry, Marcus Erlank
• Duration: 00:13:28

Overview

This video features an interview with Marcus Erlank, Portfolio Manager at Catalyst Hedge Solutions. He discusses the fund's strategy, its 20-year track record, and its performance during the turbulent first quarter of the year. Erlank highlights the fund's approach to managing risk, its use of local and global real estate, and its focus on capital preservation while aiming to outperform a cash benchmark.

Key takeaways

• The Catalyst Hedge Solutions fund has a 20-year track record, with its retail version largely mirroring its strategy.
• The fund aims to outperform a cash benchmark by utilizing local and global real estate stocks, employing a long-biased, long-short equity strategy.
• The fund's net exposure typically ranges between 35% and 95%, with a neutral zone around 65%.
• During Q1, the fund managed volatility effectively, capturing upside in February and limiting downside in March, before capturing significant upside in April.
• The core principle driving the fund's success over two decades is a disciplined approach to capital preservation.