Alternatives

Diversify risk exposures away from the traditional

Investment Types

Alternative investment strategies tend to be less correlated to equities and bonds and can provide much needed diversification to help smooth portfolio returns over time. They may suit investors who do not need access to daily liquidity and have a long term investment horizon.

Investment manager selection is critical – our investment managers are evaluated on performance track record, access to deal flow, ability to structure investments as well as exit them, and investment team dynamics.

CC Sage Capital Absolute Return Fund

The Fund’s objective is to generate positive absolute returns above the RBA cash rate after fees and expenses over the long term by taking both long and short positions in selected Australian shares.

Investment Highlights

Market neutral or absolute return where short positions and long positions offset each other, giving investors exposure to the manager’s stock selection skills while eliminating exposure to the underlying equity market.

Unique stock selection process that blends fundamental and quantitative analysis to identify companies without bias.

Managed by one of the most experienced long/short managers in Australia.

Open to all Australian investors.

Can complement an existing allocation to Australian equities.

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Revolution Private Debt Strategy

Targets a return of the RBA cash rate plus 4% to 5% p.a. (gross of fees and expenses).

Investment focus is the most compelling relative value opportunities across Australian and New Zealand real estate debt, ABS, private company debt and LBO debt.

Investment Highlights

Designed to deliver superior risk-adjusted returns and capital preservation.

Provides an inflation hedge as investments are floating rate.

Predictable income stream through contractual loan agreements.

Low correlation to major assets classes.

Revolution Private Debt Fund I is closed. Fund II will be available in late 2019.

The strategy can form part of a defensive alternative fixed income allocation.

For institutional and sophisticated investors only.

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Clean Energy Infrastructure Strategy

Invests directly in high-quality, utility-scale clean energy assets in North America and Europe.

Investment focus is on opportunities with long-term contracted revenues. Projects include solar, wind, biomass, conventional gas generation and waste gas-fueled power generation.

Investment Highlights

The portfolio includes 6.1 GWdc of gross power generation across more than 100 projects and  $6.4 billion of AUM/tax equity1, making Capital Dynamics one of the largest specialised energy investment managers globally2.

Broad exposure to power markets across geographies and technologies, including approximately 4,529MW of solar, 590MW of wind and 992MW of biogas and CCGT.

Capital Dynamics’ scale positions it as a market leader, resulting in distinct cost and sourcing advantages.

This strategy complements a core infrastructure holding within a portfolio.

1. As of September 30, 2019.
2. Capital Dynamics as of September 2019. Includes assets in renewable energy projects managed by Capital Dynamics, including USD 4.0bn assets under discretionary management and USD 2.4bn tax equity assets. Tax equity is a financing solution for renewable energy projects.
This site is not managed or maintained by Capital Dynamics.
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