TCGI was formed in July 2006 to augment the existing wealth management business of Taylor Collison by focusing on asset management on an “absolute return” basis. Two Funds have subsequently been launched:

The Australian Absolute Return Fund will invest in a broad range of Australian Equities. The Fund will invest across a spectrum of Australian equities with a short to medium term time horizon purely focused on capital growth through long and short positions.

The Australian Resources Absolute Return Fund will invest solely in Australian resource stocks and be relatively conservative in terms of its investment style given the volatility in the sector. Investment selection will be managed by Taylor Collison’s team of specialist Resource Analysts and advisors based in Adelaide and Sydney.

The Global Absolute Return Fund will further diversify risk by reducing exposure to the Australian stock market. This Fund has the potential to deliver higher returns with less volatility utilising a specialist manager who has nine years experience investing in overseas equities.

The Emerging Markets Fund of Funds will invest in developing countries through Exchange Traded Funds (ETF’s) predominantly in Asia, India, Russia, Latin America and Eastern Europe.

Each fund may be leveraged and will also have the ability to hedge the underlying equities. The Investment Philosophy and Process are outlined here.

All of the funds are to be managed by a dedicated Investment Management Team.