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Acadian Asset Management is a leader in active, data-driven, and systematic investment strategies. By combining quantitative modelling with fundamental insights, Acadian can take advantage of short-term market inefficiencies and long-term behavioural trends.

ABOUT ACADIAN ASSET MANAGEMENT

 

Acadian applies fundamental insights to find attractive and unique investment opportunities within global markets. Acadian is driven by the discipline and conviction of 30 years of investment experience coupled with investment decisions based on empirical evidence and processes that are repeatable and transparent. An experienced team of over 100 investment professionals apply fundamental insights in a systematic way, employing a quantitative, active, and bottom-up investment process. 

 

Headquartered in Boston, Acadian has wholly owned affiliates located in Sydney, Singapore, and London. The firm manages risk-controlled, factor-driven equity and multi-asset portfolios on behalf of pension funds, endowments, foundations, governments, and other institutions around the globe.

 

Get in touch with us here!

 

 

INVESTMENT APPROACH AND PROCESS

 

We believe that markets are inefficient and individual stocks don’t always act in the way that is expected of them. We seek to exploit these inefficiencies by using a combination of quantitative modelling and fundamental insights to identify short-term market inefficiencies and long-term behavioural trends. This process allows Acadian to unearth high-quality stocks that have been undervalued by the market but have the potential to produce compelling returns over the long term.

 

We are a pioneer in the use of data and technology to capture the maximum amount of information in the most objective way possible. Our systematic and quantitative approach has two advantages: it allows for a larger investment universe from which to uncover opportunities; and it provides a disciplined, objective lens through which to view companies that eliminates the disadvantage of portfolio managers forming an emotional attachment to a given stock.

 

Ultimately, we believe that a successful investment process must be founded on high-conviction core beliefs that can steer the best course through various market environments. We see our exceptional stability, expertise, and conviction as critical components of our efforts to delivering value to clients over the long term.

 

By analysing large volumes of fundamental company data, Acadian can discover new insights and find hidden value across a broader investment universe. The robust and disciplined investment process is repeated daily.

 

 

A key part of our investment process is the belief that environmental, social, and governance (ESG) issues are highly relevant to successful investing. To this end, we have integrated responsible investing concepts into our core process since the 1990s. We were the first quantitative investment firm to sign the PRI (Principles for Responsible Investment) in 2009. Acadian’s philosophy is that the stocks likely to generate the best risk-adjusted returns are characterized by strong financial health, solid business prospects, and favourable management quality. Acadian has a long history of integrating these sustainable considerations in investment portfolios managed on behalf of our clients globally. In recognition of this, Acadian was named as a Responsible Investment Leader by Responsible Investment Association Australasia in 2021.

 

 

FUNDS

AUSTRALIAN EQUITIES

Acadian Australian Equity Long Short Fund

A long/short Australian equity fund that uses systematic expertise to unearth undervalued stocks and deliver compelling long-term returns

Acadian Wholesale Australian Equity Fund

A long-only Australian equity fund that uses systematic expertise to unearth undervalued stocks and deliver compelling long-term returns

Acadian Wholesale Geared Australian Equity Fund

A geared Australian equity fund that leverages its exposure to equity markets while using systematic expertise to unearth undervalued stocks


ALTERNATIVE INCOME

Acadian Defensive Income Fund

A cash-like portfolio combined with a market neutral equity component -that aims to provide fixed-income like returns with controlled equity exposure


DEFENSIVE ALTERNATIVES

Acadian Global Macro – Institutional Class

An absolute return fund that seeks to exploit inefficiencies across and within global markets to deliver a diversifying stream of returns, with low correlations to equities and other asset classes, while maintaining a prudent level of risk

Acadian Global Macro – Wholesale Class

An absolute return fund that seeks to exploit inefficiencies across and within global markets to deliver a diversifying stream of returns, with low correlations to equities and other asset classes, while maintaining a prudent level of risk


GLOBAL EQUITIES

Acadian Global Equity Long Short Fund

A long/short global equity fund that uses systematic expertise to unearth undervalued stocks and deliver compelling long-term returns

Acadian Wholesale Geared Global Equity Fund

A geared Global equity fund that leverages its exposure to equity markets while using systematic expertise to unearth undervalued stocks

Acadian Global Managed Volatility Equity Fund

A long-only global equity fund that aims to deliver similar returns to an indexed investment at significantly lower risk

Acadian Wholesale Sustainable Global Equity Fund

A long-only socially responsible global equity fund that uses systematic expertise to unearth attractive investment opportunities and reduce exposure to carbon intensive companies

 

 

Meet the team

Andrew Hair

Andrew Hair

Head of Asia Pacific
Jean Christophe de Beaulieu

Jean Christophe De Beaulieu

Senior Vice President, Head Of Investments, Australia
Katrina Khouponsgy

Katrina Khoupongsy

Senior Vice President, Portfolio Management And Research
Ryan Taliaferro

Ryan Taliaferro, Ph.D.

Senior Vice President, Director, Equity Strategies
Mark Brimingham

Mark J. Birmingham

Senior Vice President, Lead Portfolio Manager, Managed Volatility
Matt Picone

Matthew Picone

Senior Vice President, Portfolio Manager
Brendan Bradley

Brendan O. Bradley, Ph.D.

Executive Vice President, Chief Investment Officer
Gillian Savage

Gillian Savage

Senior Vice President, Relationship Manager
Gavin Boyd

Gavin Boyd

Senior Vice President, Relationship Manager
Mark Mukundan

Mark Mukundan

Vice President, Product and Wholesale Markets
Zhe Chen

Zhe Chen, Ph.D.

Vice President, Associate Portfolio Manager, Research

Acadian Australia is a wholly owned subsidiary of Acadian Asset Management LLC (“Acadian”), a U.S. registered investment adviser regulated by the U.S. Securities and Exchange Commission. Acadian is exempt from the requirement to hold an Australian Financial Services License under the Corporations Act 2001 (Cth). Acadian is regulated by the Securities and Exchange Commission ("SEC") under United States of America laws, which differ from Australian laws. This website is intended only to provide a summary of the subject matter covered. It does not purport to be comprehensive or to provide legal, taxation or other advice on the subject matter. No reader should act on the basis of any matter contained in this website without first obtaining specific professional advice.

 

The information on this web page is provided to you because Acadian Australia reasonably believes that you are a "wholesale client" within the meaning of that term under the Corporations Act 2001 (Cth) ("Corporations Act") and not any other class of persons. This information is not an advertisement and is not intended to induce retail clients to invest in any product. Retail clients who are interested in products referenced on this website should contact their financial adviser.

 

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