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12 May 2021 5 min read

The Long and The Short: Inflation machinations

Markets and commentators alike are fixated on inflation, as signs suggest it is coming and will be anything but transitory.
5 March 2021 5 min read

The Long and The Short: The beginning of the end

The COVID-19 virus has had a devastating impact around the world. More than 2.5 million people have died, including more than 500,000 in the US, more than 120,000 in the UK, and 909 in Australia.
10 November 2020 5 min read

The Long and The Short: To short or not?

One of the things that differentiates the Kardinia Absolute Return Fund from long only funds is its ability to generate a return or hedge the portfolio by short selling stocks.
8 September 2020 3 min read

The Long and The Short: Eyes on the US

After looking dubious for some months, President Trump's chances of winning the next election are roaring back, with his campaign focusing on law and order and re-opening the US economy.
13 July 2020 3 min read

The Long and The Short: The yield hunt

With winter in full swing, investors are going on a yield hunt. Central banks are increasingly controlling volumes and prices as they attempt to set the shape of yield curves.
Market & portfolio update
24 April 2020 3 min read

Market & portfolio update - April 2020

In reality it’s only a few weeks since we wrote our last update, but – as you are no doubt feeling too – in many ways it feels like months ago
11 March 2020 1 min read

Kardinia update on COVID-19

The Kardinia Absolute Return Fund is well-placed to manage capital in volatile uncertain markets.
29 October 2013

Hedge funds 'true to label'

To many Australian investors, the term ‘hedge fund’ still conjures up images of high-risk, high-return funds run by secretive geniuses, speculating in all sorts of global markets, taking big bets – wh
Debunking the hedge fund myths
7 May 2013

Debunking the hedge fund myths

The hedge fund industry is currently worth around $208 billion in Australia alone*.
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