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 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.

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.

It 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 August 2004, and has achieved superior absolute returns in varying market environments with a low correlation to the market.

St Helens VFG is an institutionally mandated asset manager investing in the ASX100 universe in a long only style. The investment philosophy is to add value by identifying and investing in companies where earnings and the growth of earnings are mispriced by the market.

The investment style is described as ‘Value For Growth’, which has both a top down and bottom up focus which allows us to exploit the inefficiencies across the entire market, and at all stages of the economic cycle. At different stages of the market cycle, we may have a value or growth bias depending on the relative valuation of value and growth stocks.

To request performance information contact vfg@lanterne.com.au.

Lanterne Strategic Investors Pty Ltd
Level 2, The Terraces
155 George Street
Sydney, NSW, 2000 Australia

Postal Address

GPO Box 4506
Sydney NSW 2001

Telephone & Facsimile

Telephone: +61 2 9241 4322
Facsimile: +61 2 9252 4846

Email

General enquiries: enquiries@lanterne.com.au
Asia-Pacific Fund: asia-pacific@lanterne.com.au
Arran Fund: arran@lanterne.com.au
St Helens VFG: vfg@lanterne.com.au