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Coolabah Capital Investments

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Certified

Coolabah Capital Investments

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Certified

Coolabah Capital Investments (CCI) is a leading active credit alpha manager that is responsible for managing numerous institutional mandates, the Smarter Money Investments’ product suite, the Coolabah Active Composite Bond Fund (Hedge Fund) (CXA:FIXD) and the BetaShares Active Australian Hybrid ETF (ASX: HBRD). As of May 2022, CCI managed over $7.5 billion. CCI’s edge is in “alpha” generation in liquid, high-grade credit in contrast to traditional fixed-income strategies that drive returns through adding more interest rate duration risk, credit default risk, and/or illiquidity risk (or “beta”). This alpha is a function of the world-class analytical insights rendered by CCI’s human capital, which includes over 30 executives with a long-term track-record of delivering prescient macro and quant insights. CCI considers that environment, social and governance (ESG) factors are crucial inputs into its investment process and have potentially profound consequences for the performance of investments, including downside risks but also upside mispricing potential. CCI is particularly focused on ESG stewardship and activism, and is a signatory of the UN-endorsed Principles for Responsible Investment. In addition to performing proprietary internal analysis, CCI evaluates ESG research prepared by industry-leading external providers such as MSCI, Sustainalytics, S&P and Bloomberg when assessing a company’s resilience to long-term, industry-material ESG risks. Further, CCI compiles the MSCI ESG risk rating for all exposures and targets a minimum portfolio MSCI ESG rating of ‘A’.

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Certified products

  • Active Composite Bond Fund (FIXD) Smarter Money High Income Fund (SMHI) Smarter Money Fund (SMF) Smarter Money Long-Short Credit Fund (LSCF)

Approved products

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.