1. Skip to navigation
  2. Skip to content
  3. Skip to sidebar

Strategies


Overview

Clients have the choice of three investment strategies:

The Karara Small Companies Strategy,

The Karara Property Securities Strategy, and

The Karara Market Neutral Strategy

Institutional investors can invest directly in the Australian Share, Small Companies and Property Securities strategies though an individually managed account (IMA). The Australian Shares, Small Companies and Market Neutral strategies are available through our wholesale pooled funds. For more information on how to invest please contact us.

Retail investors can access the Karara Small Companies and Market Neutral strategies via the Ironbark Karara Investment Funds.

The Karara Small Company Strategy

This strategy primarily invests in opportunities from outside of the largest listed companies and is benchmarked against the S&P/ASX Small Ordinaries Accumulation Index.

Taking into account individual stock liquidity and after applying a qualitative and quantitative filters, our team selects 35 to 65 of the best ideas from within the smaller companies universe.

Learn more about Karara's Small Company Fund

The Karara Market Neutral Plus Strategy

This is an absolute return strategy that aims to generate positive returns in all market environments by reducing the majority of market risk, focussing on capital preservation and exploiting individual stock mis-pricings.

The strategy typically invests in ASX-listed REITs, property related securities, utilities related securities and Infrastructure related securities. The strategy may also invest in Global REITs listed on developed market exchanges.

Learn more about Karara's Market Neutral Plus Fund