Alpha Fund Managers Pty Ltd is a boutique fund manager established in January 2007 with the specific purpose of establishing the Alpha Fund Series.
The Alpha Fund Series provides investors with access to sector-specific, multi-manager funds in the following asset classes:
• Large market capitalisation Australian shares
• Small to mid-market capitalisation Australian shares
• Global shares
• Income and fixed interest securities
• Property securities
• Infrastructure securities
• Alternative assets
The Responsible Entity
Established in 1888 by its own special Act of Parliament, Equity Trustees Limited (EQT) provides secure trustee services to the people of Victoria. Since establishment, EQT has been investing on behalf of clients and has expanded its services to meet the requirements of its clients. EQT is committed to acting in the best interests of its clients via wealth management solutions over a range of asset classes carrying different risk profiles. EQT’s responsibilities and obligations, as the Responsible Entity of the Funds, are governed by the Constitutions of the Funds as well as the Corporations Act and general trust law.
The Investment Consultant
The Alpha Fund Series are constructed and managed by the investment team of Alpha Fund Managers Pty Ltd, drawing on the expertise of Mercer Investment Consulting (Mercer). Mercer is one of the world’s leading investment consulting firms, and provides specialist investment manager research and Fund monitoring services across all asset classes and strategies on a global basis.
Alpha makes extensive use of Mercer’s manager research and monitoring services which helps Alpha achieve the objectives of identifying, selecting and monitoring a wide range of high quality investment managers with complementary investment styles.
Julien Brodie, CPA
Julien is responsible for portfolio management, strategy selection, including qualitative and quantitative analysis, risk oversight, portfolio structuring, tactical asset allocation, financial modelling and macroeconomic research.Read More
Julien Brodie, CPA
Julien is responsible for portfolio management, strategy selection, including qualitative and quantitative analysis, risk oversight, portfolio structuring, tactical asset allocation, financial modelling and macroeconomic research. In addition he manages FX hedging and commercial engagement across the Alpha Fund Managers' range of funds.
Prior to joining Alpha Fund Managers Julien worked as an analyst at Deloitte and spent 5 years in London in Investment Banking with positions in Structured Credit and Treasury at BAML, RBS, HSBC and more recently at CBA in Corporate Banking.
Julien is CPA qualified.