INVESTMENT MANAGERS

New Holland Capital

Providing access to a beta neutral multi-portfolio manager platform

www.newhollandcapital.com
Investment Managers

About New Holland Capital

New Holland Capital has more than 17 years of experience investing in absolute return investment strategies across the liquidity spectrum. Their focus is on low beta return streams that are complementary to the other assets in investors’ portfolios. New Holland Capital is employee-owned and led by seven partners.

Philosophy & Process

New Holland Capital's strategies are designed to pursue a balanced approach to generating alpha, diversifying market exposure, and preserving capital through investments that prioritise absolute returns. The investment team employs a comprehensive approach, casting a wide net to identify alpha opportunities, encompassing both fundamental and quantitative strategies.

Through active management, New Holland tactically deploys capital across strategies and managers where it is expected to generate the highest potential risk-adjusted returns, while reducing exposure to underperforming strategies. This active asset allocation approach has the potential to improve portfolio performance and risk management. Underlying portfolio managers are responsible for trading their specific strategies and sizing positions based on the capital allocated by New Holland.

Underlying strategies are divided into the following categories:

  • Arbitrage and Event
  • Commodities
  • Quantitative Macro
  • Equity Long/Short
  • Credit Relative Value
  • Relative Value Fixed Income
  • Quantitative Equity
  • Equity Capital Markets

Investment Team

New Holland Capital is employee-owned and led by seven partners. The firm employs 26 professionals and has a 12-person investment team, with an average tenure of senior team members ~11 years.

Investment Funds

Channel Investment Management Limited ACN 163 234 240 AFSL 439007 (‘CIML’) is the trustee and issuer of units in the New Holland Tactical Alpha Fund (AUD) (the ‘Fund’). This information is provided by New Holland Capital LLC ('NHC’), the investment manager of the Underlying Fund. Neither CIML nor NHC, their officers, nor their employees make any representations or warranties, express or implied as to the accuracy, reliability, or completeness of the information contained in this document.

Where CIML or NHC relies on third parties to provide information used in this document, CIML or NHC, their respective directors and their respective employees, are not responsible for the accuracy of that information. Opinions expressed constitute CIML's and/or NHC’s judgement at the time of this publication and are subject to change. Subsequent changes in circumstances may also affect the accuracy of the information. Nothing contained on this website is or shall be relied upon as a promise or representation, whether as to the past or the future. Past performance is not a reliable indication of future performance. CIML and NHC do not provide any guarantee about the future performance of the investment products, managers, asset classes or capital markets discussed. This information is given in summary form and does not purport to be complete. This information should not be considered advice or a recommendation to investors or potential investors in relation to holding, purchasing or selling units in the Fund and does not take into account your particular investment objectives, financial situation or needs.

Before acting on any information you should consider the appropriateness of the information having regard to these matters, the offer document, and in particular, you should seek independent financial advice. You are cautioned not to place undue reliance on forward looking statements on this website. Neither CIML nor NHC have any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date of this information. For further information and before making any decision to invest, you should read the Fund’s latest Information Memorandum, available upon request. Except where under statute liability cannot be excluded, no liability (whether arising in negligence or otherwise) is accepted by CIML or NHC, their respective directors or their respective employees for any errors or omissions, or for any losses caused to any persons acting on the information contained in this document.

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