Regal Funds Management

Regal Funds Management

Regal Funds Management is a Sydney, Australia based alternative investment management fund which operates various investment funds with differing investment strategies.

Founded in 2004 by brothers Andrew and Philip King, Regal Funds Management is an alternative investment management firm. They manage a number of investment strategies and offer investment management and advisory services to other investment companies.

Regal Funds Management manages their funds through fundamental research to find shares they believe are undervalued and expected to rise in price and to sell shares they believe are overvalued, or shorting shares. They work to identify macro factors and trends which would affect their long-short investment strategy and seek to identify any catalysts which may change the market's perception of the valuation of any company. This takes shape in a four step approach.

Funds

Regal Investment Fund

Regal Funds Management has various funds with individual investment strategies. These include the Regal Investment Fund (ASX: RF1) which has a market cap of AUD$302 million and aims to gain exposure to alternative investment strategies.

Regal Long Short Australian Equity Fund

The Regal Long Short Australian Equity Fund which invests using a long-short approach to benefit investors from the rise and fall in value of selected companies and has had an annualized return of 13.9% since inception.

Atlantic Absolute Return Fund

Their Atlantic Absolute Return fund uses high risk investment to achieve high levels of return, and has achieved an annualized return of 35.1% since inception.

Tasman Market Neutral Fund

The Tasman Market Neutral Fund aims to achieve returns with low correlation to equity markets and moderate risk, and has achieved an annualized return of 15.3% since inception.

Regal Australian Long Short Equity Fund

Their Regal Australian Long Short Equity Fund which uses a long-short approach to use the rise and fall in value of Australian companies to deliver returns, of which the fund has achieved an annualized return of 16.5% since inception.

Regal Australian Small Companies Fund

Their Regal Australian Small Companies Fund which uses a long-short approach to invest in selected Australian small companies, and has achieved an annualized return of 35.1% since inception.

Regal Emerging Companies Strategy Fund

The Regal Emerging Companies Strategy Fund which seeks investment in emerging Australian companies to achieve pre-IPO returns. The fund has a current net asset value of AUD$344 million.

Regal Global Equity Income Fund

The Regal Global Equity Income Fund seeks to generate positive returns through the risk premium in options and securities and managing the potential risks through the investment cycle. The fund has achieved an annualized return of 6.8% since inception.

Kilter Rural Funds

The Kilter Rural Funds invests in Australian farmland, water and ecosystem assets, which has a portfolio of AUD$440 million and manages three active funds: The Murray-Darling Basin Balanced Water Fund, the Kilter Water Fund and the Australian Farmlands Funds.

Amazon Market Neutral Fund

The Amazon Market Neutral Fund is an international investment fund which seeks to achieve moderate returns with moderate risk from a portfolio of long and short equity positions. The fund has achieved an annualized return of 13% since inception.

Zambezi Absolute Return Fund

The Zambezi Absolute Return Fund seeks high returns through an aggressive investment approach with high risk. The fund has achieved an annualized return of 23.9% since inception.

Timeline

Funded Companies

Company
Description
Industry
Website
Location
Life360

Company

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People

Name
Role
LinkedIn

Ben McCallum

Portfolio Manager

Brendan O'Connor

Chief Executive Officer

Dane Roberts

Portfolio Manager

Deepan Pavendranathan

Head of Events and Trading

Dr Craig Collie

Portfolio Manager

Glen Barnes

Portfolio Manager

Hiral Patel

Portfolio Manager

Jessica Farr-Jones

Portfolio Manager

Jovita Khilnani

Portfolio Manager

Justin Harsel

Portfolio Manager

Lorcan Burke

Portfolio Manager

Nick Seeto

Portfolio Manager

Philip King

Chief Investment Officer

Tim Elliott

Portfolio Manager

Todd Guyot

Portfolio Manager

Further reading

Title
Author
Link
Type
Date

Documentaries, videos and podcasts

Title
Date
Link

Companies

Company
CEO
Location
Products/Services

References

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