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About Us
TAM and the Titanium Group
Titanium Asset Management Limited (TAM) is the Investment Funds Management arm of the Titanium Financial Services Group>. TAM is fully licensed with ASIC - Australian Financial Service License (AFSL) # 331088), APIR Code TTAX100AU, and is the Responsible Entity, Trustee and Manager of the TAM ASX200 All-Weather Fund (The Fund), APIR Code TTAX100AU.
A key feature of the Group approach has been the offering of multiple product lines through the distribution channels that have been established in order to maximise revenue generation for both the Group and the advisor network. This strategy has been a major factor in the strong growth seen over the past three years.
TAM ASX200 All-Weather Fund
The Fund is unique in a number of key areas:
- It is a “true” market-neutral fund, which means that market risk of the Fund is kept to a minimum at all times. This is in contrast to many superficially-similar funds that allow the taking of substantial market positions that represent substantial risk in volatile markets;
- The Fund employs a unique stock valuation and selection process that has been developed over 20 years and is the subject of a doctoral thesis at a major Australian university, which has been shown to be highly effective in the consistent selection of both “long” and “short” portfolios that will outperform the market regardless of market conditions.
- The Fund only invests in current constituents of the ASX200; the 200 largest, best-researched and highest-quality stocks listed on the Australian Stock Exchange (ASX). No other assets are invested in by the Fund (including derivatives of any form), and the Fund does not borrow cash to invest.
As a result of this process, we have been able to achieve extraordinary and consistent returns in the most difficult of market conditions, with the minimum of investment risk.
The concept of the market-neutral fund has been around in the Australian market place for over a decade, but the ability to achieve sufficient consistency in stock portfolio selection to achieve acceptable returns has been missing. This is where the investment process is critical to the performance of the Fund to date.
Key Directors
Peter Rice: Director, Chief Investment Officer
Peter has been in equities business since 1987. He was based in Hong Kong until 1997, with his most senior role as Asian Head of research with Barings Asia. He returned to Australia to set up and become Chief Investment Officer of the operation that became Perennial Partners before starting a doctorate in Equity Market Pricing Theory at Macquarie Graduate School of Management in 2001. He has spent the past two years testing and developing the investment process in the Australian market, and a product based off that process was awarded Financial Product of the Year (2008) in the International Business Awards in London.
Andrew Blanchette: Director, Chief Operating Officer
Andrew is the founder of the Titanium Group , and is currently is the Responsible Officer of two AFSL licenses Titanium Asset Management Limited and Titanium Planners Pty Ltd. Andrew is also the Licensee for Titanium Mortgage & Finance Pty Ltd and Licensee for Titanium Real Estate Pty Ltd. Andrew also sits on the board of Wealthtrac Investment Services that specialises in Master Trust and Wrap Services. He holds an AdvDipFP,Cert IV MB , Lic REA, Dip Pol and various course qualifications in futures and direct equities.
Jan Blanchette: Director, Head of Compliance
Jan has an Advanced Diploma of Financial Services (Financial Planning), manages the Titanium legal team, drives corporate compliance strategies, sets policies and develops standards and practices across the Titanium Group of companies. Jan has been in the Financial Service Industry for approximately 30 years. Jan has also recently completed her Diploma of Law ay Sydney University.
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