Our Fund

The WealthLander Diversified Alternative Fund targets a 10%+ p.a. net return over a three-year period. Our investment approach is designed to be insightful and research based with meaningful upside potential while being risk-managed and resilient through diverse conditions.

A genuine active management process and a three-stage investment approach of top-down dynamic asset and risk allocation, dynamic risk management, and bottom-up research is used to identify the best strategies for the prevailing and anticipated market conditions.

We focus on and target a reduction in the risk of large losses. We ensure genuine diversification through multiple layers of active management, and we enable more consistent return outcomes to be achieved from all market conditions. Our investment objectives are intricately linked given the crucial importance of reducing downside risks to achieve long-term compounding returns.

We use multiple complementary active strategies all professionally managed in one diversified Fund aiming to produce outstanding and consistent outcomes designed to preserve and grow investor capital. Our investment approach maximises the certainty of achieving desirable investment outcomes from income and capital gains.

Although we believe we can have great insights into investment markets and invest with great conviction, we prefer to operate as if we will be wrong on any one investment or risk factor (because sometimes we will be) and hence never excessively allocate to any one risk, position or theme. We have many opportunities to diversify given our extensive experience in research, investing and institutional relationships. Furthermore, we don’t pretend we alone will be, or are necessarily the best investment manager in every asset class or strategy. Hence, we are very willing to use and appropriately combine other outstanding strategies from other fund managers should these be assessed as being value adding to our portfolio and often we expect to access these at discounted pricing.

We don’t believe in the common dogma that “higher risk = higher return” or in tracking or aiming to beat the market return of an asset class, as this is not aligned with what investors actually need. Such philosophies commonly become overly exposed to common risk factors which exposes investors to the risk of large and permanent losses. Instead, we use our expertise to pursue and target for our investors what they actually want and need – consistent positive returns with lower drawdowns – along with an investment journey which is much more palatable for everyone including retirees, pre-retirees and the more risk averse.