Lanterne
Strategic Investors
Lanterne Strategic Investors is an investment fund manager established in 2001 and based in Sydney Australia. We strive to provide our investors with consistent annual returns regardless of market conditions.
Lanterne Strategic Funds are a diversified investment strategy for investors who have a medium to long-term investment outlook and are keen to add value to their portfolio without being exposed to unnecessary risk.
The Lanterne Strategic Funds have a proven track record since their inception in January 2002, and have achieved superior absolute returns in varying market environments, always with particular emphasis on capital preservation.
Lanterne Strategic Investors is an investment fund manager established in 2001 and based in Sydney Australia. We strive to provide our investors with consistent annual returns regardless of market conditions.
Lanterne Strategic Funds are a diversified investment strategy for investors who have a medium to long-term investment outlook and are keen to add value to their portfolio without being exposed to unnecessary risk.
The Lanterne Strategic Funds have a proven track record since their inception in January 2002, and have achieved superior absolute returns in varying market environments, always with particular emphasis on capital preservation.
Lanterne Strategic Investors was formerly known as St Helens Capital until July 2009.
The company is 100% independently owned by its founding directors, Michael Brookes and Peter Cozens. The directors have significant personal investments in the Lanterne Strategic Funds.
The Lanterne Strategic Asia-Pacific Fund is an Australian dollar wholesale unit trust offered to qualified Australian investors. The fund employs a similar approach as the offshore offering, the Lanterne Arran Fund.
It is an actively managed long/short equity fund investing primarily in securities of companies within the top 500 stocks in the Asia-Pacific excluding Japan. Top down macro themes and bottom up fundamental research combine with active trading to construct the portfolio of long and short stocks.
The Lanterne Strategic Asia-Pacific Fund is expected to generate absolute returns in all market conditions, with an emphasis on capital preservation, and low volatility of returns.
The Lanterne Strategic Asia-Pacific Fund has a proven track record since its inception in January 2002, and has achieved superior absolute returns in varying market environments with a low correlation to the market.
The Lanterne Arran Fund is an actively managed long/short equity fund investing primarily in securities of companies within the ASX100. Top down macro themes and bottom up fundamental research combine with active trading to construct a portfolio of long and short stocks predominantly from the ASX100 universe.
The Lanterne Arran Fund is expected to generate absolute returns in all market conditions, with an emphasis on capital preservation, and low volatility of returns.
The Lanterne Arran Fund has a proven track record since its inception in January 2002, and has achieved superior absolute returns in varying market environments with a low correlation to the market.
The Lanterne Arran Master Fund is registered in the Cayman Islands. It is offered to institutional investors via a Cayman feeder fund for global investors and an Australian-domiciled feeder for Australian investors.
The Fund Strategy seeks to generate outsize returns from concentrated (“high conviction”) positions in value-driven opportunities, typically in the mid-cap segment of the Australian equity market.
The Fund’s portfolio will typically contain a maximum of five such positions with total portfolio exposure for these positions not exceeding 30%. Returns from these positions can be lumpy and in certain market conditions these trades may not perform well for a period of time.
In order to generate steady regular returns as well as to protect capital in volatile market conditions, the balance of the portfolio is invested in large cap long and short ideas that, while generally producing more modest returns, exhibit less volatility and thus provide a baseline return for the portfolio. By following this approach the Fund seeks to capture significant alpha in normal market conditions and preserve capital well in volatile times.
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Lanterne Strategic Investors Pty Ltd
Level 11
2 Bulletin Place
Sydney, NSW, 2000 Australia
GPO Box 4506
Sydney NSW 2001
Telephone: +61 2 9241 4322
Facsimile: +61 2 9252 4846
General enquiries: enquiries@lanterne.com.au
Arran Fund: funds@lanterne.com.au
High Conviction Fund: funds@lanterne.com.au