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REDPOINT IM
redpoint Investment Management is a boutique global equities manager based in Sydney, Australia. We are a highly experienced team of investment specialists with complementary skills, resulting in a dynamic and multi-faceted investment approach. INSIGHTS - REDPOINT IM Insights - Redpoint IM. The Renewable Energy Investment Case. Toby Bellingham & Ganesh Suntharam - March 2020. The huge scale, long timeframes and potential volatility of the impending energy transition will require investors to consider a diversified approach that considers both investment merit and portfolio risk. Read more. GLOBAL INFRASTRUCTURE The Fund typically invests in 100-140 listed infrastructure companies from right across the globe, which is more than most other funds in this asset class. This approach gives redpoint a broader universe to seek opportunities and importantly helps to reduce risk by increasing asset, sector and geographic diversification in the portfolio.INVESTMENT TEAM
Max is redpoint’s CEO, lead portfolio manager for selected active equity portfolios, chair of red point 's Investment Committee and a director on its board. Prior to joining red point in 2013, Max was a co-founding shareholder of Continuum Capital Management from 2007. Prior to Continuum, Max was a partner, Executive Director and Head of Australian Equities at GMO Australia Limited. GANESH - REDPOINT IM Ganesh is a co-founder of red point, and became its second CIO in October 2019.He is the lead portfolio manager for selected active and systematic equity portfolios, a member of red point ’s Investment Committee and a director on its board. Prior to red point, Ganesh was the Head of Quantitative investments at Perpetual where he was directly responsible for the overall business including 31 MARCH 2021 QUARTERLY REPORT 31 MARCH 2021 QUARTERLY REPORT REDPOINT INDUSTRIALS SMA IMPORTANT NOTICE This report has been prepared by Redpoint Investment Management Pty Ltd ABN 83 152 313 758, AFSL 411671 (Redpoint) and the information contained within is current as at the date of this report. ANDREW - REDPOINT IM Andrew is responsible for the architecture, development and implementation of the systems underlying red point ’s investment processes. Andrew has over fifteen years of experience in funds management. Prior to joining red point in 2016, Andrew held the position of Quantitative Analyst and Portfolio Coordinator at Metisq Capital (formerly MIRTOBY - REDPOINT IM
Toby is responsible for all trade execution and exposure management functions at redpoint, covering the Australian and Global Equities, FX and Futures. Toby has previously worked with Schroders in London, as a Fund Managers’ Assistant, implementing orders for multiple global equity desks and as an Asset Allocation Analyst, interpreting and implementing house policy for institutional clients. 30 APRIL 2021 MONTHLY REPORT 30 APRIL 2021 MONTHLY REPORT REDPOINT INDUSTRIALS SMA IMPORTANT NOTICE This report has been prepared by Redpoint Investment Management Pty Ltd ABN 83 152 313 758, AFSL 411671 (Redpoint) and the information contained within is current as at the date of this report. AUSTRALIAN TAX EFFECTIVE STRATEGY Generation Life has been helping Australians with tax effective investment solutions for over 16 years. red point Investment Management has been appointed to manage their new tax effective investment strategy which is exclusively accessed through their LifeBuilder and ChildBuilder range of investment bonds. Tax awareness is critical when maximising an investment’s return.REDPOINT IM
redpoint Investment Management is a boutique global equities manager based in Sydney, Australia. We are a highly experienced team of investment specialists with complementary skills, resulting in a dynamic and multi-faceted investment approach. INSIGHTS - REDPOINT IM Insights - Redpoint IM. The Renewable Energy Investment Case. Toby Bellingham & Ganesh Suntharam - March 2020. The huge scale, long timeframes and potential volatility of the impending energy transition will require investors to consider a diversified approach that considers both investment merit and portfolio risk. Read more. GLOBAL INFRASTRUCTURE The Fund typically invests in 100-140 listed infrastructure companies from right across the globe, which is more than most other funds in this asset class. This approach gives redpoint a broader universe to seek opportunities and importantly helps to reduce risk by increasing asset, sector and geographic diversification in the portfolio.INVESTMENT TEAM
Max is redpoint’s CEO, lead portfolio manager for selected active equity portfolios, chair of red point 's Investment Committee and a director on its board. Prior to joining red point in 2013, Max was a co-founding shareholder of Continuum Capital Management from 2007. Prior to Continuum, Max was a partner, Executive Director and Head of Australian Equities at GMO Australia Limited. GANESH - REDPOINT IM Ganesh is a co-founder of red point, and became its second CIO in October 2019.He is the lead portfolio manager for selected active and systematic equity portfolios, a member of red point ’s Investment Committee and a director on its board. Prior to red point, Ganesh was the Head of Quantitative investments at Perpetual where he was directly responsible for the overall business including 31 MARCH 2021 QUARTERLY REPORT 31 MARCH 2021 QUARTERLY REPORT REDPOINT INDUSTRIALS SMA IMPORTANT NOTICE This report has been prepared by Redpoint Investment Management Pty Ltd ABN 83 152 313 758, AFSL 411671 (Redpoint) and the information contained within is current as at the date of this report. ANDREW - REDPOINT IM Andrew is responsible for the architecture, development and implementation of the systems underlying red point ’s investment processes. Andrew has over fifteen years of experience in funds management. Prior to joining red point in 2016, Andrew held the position of Quantitative Analyst and Portfolio Coordinator at Metisq Capital (formerly MIRTOBY - REDPOINT IM
Toby is responsible for all trade execution and exposure management functions at redpoint, covering the Australian and Global Equities, FX and Futures. Toby has previously worked with Schroders in London, as a Fund Managers’ Assistant, implementing orders for multiple global equity desks and as an Asset Allocation Analyst, interpreting and implementing house policy for institutional clients. 30 APRIL 2021 MONTHLY REPORT 30 APRIL 2021 MONTHLY REPORT REDPOINT INDUSTRIALS SMA IMPORTANT NOTICE This report has been prepared by Redpoint Investment Management Pty Ltd ABN 83 152 313 758, AFSL 411671 (Redpoint) and the information contained within is current as at the date of this report. AUSTRALIAN TAX EFFECTIVE STRATEGY Generation Life has been helping Australians with tax effective investment solutions for over 16 years. red point Investment Management has been appointed to manage their new tax effective investment strategy which is exclusively accessed through their LifeBuilder and ChildBuilder range of investment bonds. Tax awareness is critical when maximising an investment’s return. INSIGHTS - REDPOINT IM Insights - Redpoint IM. The Renewable Energy Investment Case. Toby Bellingham & Ganesh Suntharam - March 2020. The huge scale, long timeframes and potential volatility of the impending energy transition will require investors to consider a diversified approach that considers both investment merit and portfolio risk. Read more.THE REDPOINT TEAM
Portfolio Management & Trading. Max Cappetta. Chief Executive Office /. Senior Portfolio Manager. Ganesh Suntharam. Chief Investment Officer /. Senior Portfolio Manager. Toby Bellingham. PortfolioManager & Trader.
RENEWABLE ENERGY
In capacity terms, Bloomberg’s long-term energy transition scenario forecasts put global (inclusive of fossil fuels) energy capacity at 20,400 GW by 2050, from 7,658 GW today. The below table shows the technology demand split over this period. All renewable sources of energy are expected to expand, but clearly Solar and Wind, supportedby
ANDREW - REDPOINT IM Andrew is responsible for the architecture, development and implementation of the systems underlying red point ’s investment processes. Andrew has over fifteen years of experience in funds management. Prior to joining red point in 2016, Andrew held the position of Quantitative Analyst and Portfolio Coordinator at Metisq Capital (formerly MIRNICK - REDPOINT IM
Nick is responsible for the administration of redpoint’s portfolios and funds including areas such as compliance, client reporting andoperations.
INFRASTRUCTURE UNIT PRICES Fund Code - RP001 Currency - Australian Dollar (AUD)ERIC - REDPOINT IM
Eric is a co-founder of red point, and was its CIO from inception until retiring from that role in October 2019.He is chair of red point' s board and Audit, Risk & Compliance Committee, and a member of its Investment Committee. Prior to red point, Eric was the Chief Investment Officer for Vanguard Investments Australia Ltd where he established Vanguard’s Australian investment managementINFRASTRUCTURE
redpoint Global Infrastructure Fund - Fund Fact Sheets. Recent Reports. Quarter to September 2020 INTEREST RATES INFRASTRUCTURE Interestingly, listed infrastructure is a relatively small subset of global equities, yet these companies are still a highly investible universe with $2.2 trillion of market capitalisation.This is considerably larger than the Australian listed equity market at $1.5 trillion. Also, the benefits usually associated with infrastructure assets, namely a stable and growing dividend stream, and lower REDPOINT GLOBAL INFRASTRUCTURE FUND 30 JUNE 2019 QUARTERLY REPORT REDPOINT GLOBAL INFRASTRUCTURE FUND IMPORTANT NOTICE: This information is issued by Antares Capital Partners Ltd ABN 85 066 081 114, AFSL 234483 (‘ACP’), as the Responsible Entity of the Redpoint Global Infrastructure Fund(‘Fund’).
REDPOINT IM
redpoint Investment Management is a boutique global equities manager based in Sydney, Australia. We are a highly experienced team of investment specialists with complementary skills, resulting in a dynamic and multi-faceted investment approach. GLOBAL INFRASTRUCTURE The Fund typically invests in 100-140 listed infrastructure companies from right across the globe, which is more than most other funds in this asset class. This approach gives redpoint a broader universe to seek opportunities and importantly helps to reduce risk by increasing asset, sector and geographic diversification in the portfolio.INVESTMENT TEAM
Max is redpoint’s CEO, lead portfolio manager for selected active equity portfolios, chair of red point 's Investment Committee and a director on its board. Prior to joining red point in 2013, Max was a co-founding shareholder of Continuum Capital Management from 2007. Prior to Continuum, Max was a partner, Executive Director and Head of Australian Equities at GMO Australia Limited. INTEREST RATES INFRASTRUCTURE Interestingly, listed infrastructure is a relatively small subset of global equities, yet these companies are still a highly investible universe with $2.2 trillion of market capitalisation.This is considerably larger than the Australian listed equity market at $1.5 trillion. Also, the benefits usually associated with infrastructure assets, namely a stable and growing dividend stream, and lower CONTACT - REDPOINT IM 1 Farrer Pl, Sydney NSW 2000 Australia. Sydney NSW 2000. Postal Address. red point Investment Management. PO Box R597. Royal Exchange NSW 1225. Phone. +61 2 9119 5800. GANESH - REDPOINT IM Ganesh is a co-founder of red point, and became its second CIO in October 2019.He is the lead portfolio manager for selected active and systematic equity portfolios, a member of red point ’s Investment Committee and a director on its board. Prior to red point, Ganesh was the Head of Quantitative investments at Perpetual where he was directly responsible for the overall business includingTOBY - REDPOINT IM
Toby is responsible for all trade execution and exposure management functions at redpoint, covering the Australian and Global Equities, FX and Futures. Toby has previously worked with Schroders in London, as a Fund Managers’ Assistant, implementing orders for multiple global equity desks and as an Asset Allocation Analyst, interpreting and implementing house policy for institutional clients.ERIC - REDPOINT IM
Eric is a co-founder of red point, and was its CIO from inception until retiring from that role in October 2019.He is chair of red point' s board and Audit, Risk & Compliance Committee, and a member of its Investment Committee. Prior to red point, Eric was the Chief Investment Officer for Vanguard Investments Australia Ltd where he established Vanguard’s Australian investment management AUSTRALIAN TAX EFFECTIVE STRATEGY Generation Life has been helping Australians with tax effective investment solutions for over 16 years. red point Investment Management has been appointed to manage their new tax effective investment strategy which is exclusively accessed through their LifeBuilder and ChildBuilder range of investment bonds. Tax awareness is critical when maximising an investment’s return. REDPOINT GLOBAL INFRASTRUCTURE FUND 30 JUNE 2019 QUARTERLY REPORT REDPOINT GLOBAL INFRASTRUCTURE FUND IMPORTANT NOTICE: This information is issued by Antares Capital Partners Ltd ABN 85 066 081 114, AFSL 234483 (‘ACP’), as the Responsible Entity of the Redpoint Global Infrastructure Fund(‘Fund’).
REDPOINT IM
redpoint Investment Management is a boutique global equities manager based in Sydney, Australia. We are a highly experienced team of investment specialists with complementary skills, resulting in a dynamic and multi-faceted investment approach. GLOBAL INFRASTRUCTURE The Fund typically invests in 100-140 listed infrastructure companies from right across the globe, which is more than most other funds in this asset class. This approach gives redpoint a broader universe to seek opportunities and importantly helps to reduce risk by increasing asset, sector and geographic diversification in the portfolio.INVESTMENT TEAM
Max is redpoint’s CEO, lead portfolio manager for selected active equity portfolios, chair of red point 's Investment Committee and a director on its board. Prior to joining red point in 2013, Max was a co-founding shareholder of Continuum Capital Management from 2007. Prior to Continuum, Max was a partner, Executive Director and Head of Australian Equities at GMO Australia Limited. INTEREST RATES INFRASTRUCTURE Interestingly, listed infrastructure is a relatively small subset of global equities, yet these companies are still a highly investible universe with $2.2 trillion of market capitalisation.This is considerably larger than the Australian listed equity market at $1.5 trillion. Also, the benefits usually associated with infrastructure assets, namely a stable and growing dividend stream, and lower CONTACT - REDPOINT IM 1 Farrer Pl, Sydney NSW 2000 Australia. Sydney NSW 2000. Postal Address. red point Investment Management. PO Box R597. Royal Exchange NSW 1225. Phone. +61 2 9119 5800. GANESH - REDPOINT IM Ganesh is a co-founder of red point, and became its second CIO in October 2019.He is the lead portfolio manager for selected active and systematic equity portfolios, a member of red point ’s Investment Committee and a director on its board. Prior to red point, Ganesh was the Head of Quantitative investments at Perpetual where he was directly responsible for the overall business includingTOBY - REDPOINT IM
Toby is responsible for all trade execution and exposure management functions at redpoint, covering the Australian and Global Equities, FX and Futures. Toby has previously worked with Schroders in London, as a Fund Managers’ Assistant, implementing orders for multiple global equity desks and as an Asset Allocation Analyst, interpreting and implementing house policy for institutional clients.ERIC - REDPOINT IM
Eric is a co-founder of red point, and was its CIO from inception until retiring from that role in October 2019.He is chair of red point' s board and Audit, Risk & Compliance Committee, and a member of its Investment Committee. Prior to red point, Eric was the Chief Investment Officer for Vanguard Investments Australia Ltd where he established Vanguard’s Australian investment management AUSTRALIAN TAX EFFECTIVE STRATEGY Generation Life has been helping Australians with tax effective investment solutions for over 16 years. red point Investment Management has been appointed to manage their new tax effective investment strategy which is exclusively accessed through their LifeBuilder and ChildBuilder range of investment bonds. Tax awareness is critical when maximising an investment’s return. REDPOINT GLOBAL INFRASTRUCTURE FUND 30 JUNE 2019 QUARTERLY REPORT REDPOINT GLOBAL INFRASTRUCTURE FUND IMPORTANT NOTICE: This information is issued by Antares Capital Partners Ltd ABN 85 066 081 114, AFSL 234483 (‘ACP’), as the Responsible Entity of the Redpoint Global Infrastructure Fund(‘Fund’).
INSIGHTS - REDPOINT IM Insights - Redpoint IM. The Renewable Energy Investment Case. Toby Bellingham & Ganesh Suntharam - March 2020. The huge scale, long timeframes and potential volatility of the impending energy transition will require investors to consider a diversified approach that considers both investment merit and portfolio risk. Read more.THE REDPOINT TEAM
Portfolio Management & Trading. Max Cappetta. Chief Executive Office /. Senior Portfolio Manager. Ganesh Suntharam. Chief Investment Officer /. Senior Portfolio Manager. Toby Bellingham. PortfolioManager & Trader.
INVESTMENT TEAM
Max is redpoint’s CEO, lead portfolio manager for selected active equity portfolios, chair of red point 's Investment Committee and a director on its board. Prior to joining red point in 2013, Max was a co-founding shareholder of Continuum Capital Management from 2007. Prior to Continuum, Max was a partner, Executive Director and Head of Australian Equities at GMO Australia Limited. CONTACT - REDPOINT IM 1 Farrer Pl, Sydney NSW 2000 Australia. Sydney NSW 2000. Postal Address. red point Investment Management. PO Box R597. Royal Exchange NSW 1225. Phone. +61 2 9119 5800.RENEWABLE ENERGY
In capacity terms, Bloomberg’s long-term energy transition scenario forecasts put global (inclusive of fossil fuels) energy capacity at 20,400 GW by 2050, from 7,658 GW today. The below table shows the technology demand split over this period. All renewable sources of energy are expected to expand, but clearly Solar and Wind, supportedby
INFRASTRUCTURE UNIT PRICES Fund Code - RP001 Currency - Australian Dollar (AUD)NICK - REDPOINT IM
Nick is responsible for the administration of redpoint’s portfolios and funds including areas such as compliance, client reporting andoperations.
31 MARCH 2021 QUARTERLY REPORT 31 MARCH 2021 QUARTERLY REPORT REDPOINT INDUSTRIALS SMA IMPORTANT NOTICE This report has been prepared by Redpoint Investment Management Pty Ltd ABN 83 152 313 758, AFSL 411671 (Redpoint) and the information contained within is current as at the date of this report. ANDREW - REDPOINT IM Andrew is responsible for the architecture, development and implementation of the systems underlying red point ’s investment processes. Andrew has over fifteen years of experience in funds management. Prior to joining red point in 2016, Andrew held the position of Quantitative Analyst and Portfolio Coordinator at Metisq Capital (formerly MIR 31 JANUARY 2021 MONTHLY REPORT 31 JANUARY 2021 MONTHLY REPORT REDPOINT INDUSTRIALS SMA IMPORTANT NOTICE Navigator Australia Limited (ABN 45 006 302 987) (AFSL 236466) (NAL), the Responsible Entity of and the issuer of units in the Redpoint Industrials Separately Managed Account (SMA) (Model Portfolio), is a fully owned subsidiary within theREDPOINT IM
redpoint Investment Management is a boutique global equities manager based in Sydney, Australia. We are a highly experienced team of investment specialists with complementary skills, resulting in a dynamic and multi-faceted investment approach. GLOBAL INFRASTRUCTURE The Fund typically invests in 100-140 listed infrastructure companies from right across the globe, which is more than most other funds in this asset class. This approach gives redpoint a broader universe to seek opportunities and importantly helps to reduce risk by increasing asset, sector and geographic diversification in the portfolio.INVESTMENT TEAM
Max is redpoint’s CEO, lead portfolio manager for selected active equity portfolios, chair of red point 's Investment Committee and a director on its board. Prior to joining red point in 2013, Max was a co-founding shareholder of Continuum Capital Management from 2007. Prior to Continuum, Max was a partner, Executive Director and Head of Australian Equities at GMO Australia Limited. INTEREST RATES INFRASTRUCTURE Interestingly, listed infrastructure is a relatively small subset of global equities, yet these companies are still a highly investible universe with $2.2 trillion of market capitalisation.This is considerably larger than the Australian listed equity market at $1.5 trillion. Also, the benefits usually associated with infrastructure assets, namely a stable and growing dividend stream, and lower CONTACT - REDPOINT IM 1 Farrer Pl, Sydney NSW 2000 Australia. Sydney NSW 2000. Postal Address. red point Investment Management. PO Box R597. Royal Exchange NSW 1225. Phone. +61 2 9119 5800. GANESH - REDPOINT IM Ganesh is a co-founder of red point, and became its second CIO in October 2019.He is the lead portfolio manager for selected active and systematic equity portfolios, a member of red point ’s Investment Committee and a director on its board. Prior to red point, Ganesh was the Head of Quantitative investments at Perpetual where he was directly responsible for the overall business includingTOBY - REDPOINT IM
Toby is responsible for all trade execution and exposure management functions at redpoint, covering the Australian and Global Equities, FX and Futures. Toby has previously worked with Schroders in London, as a Fund Managers’ Assistant, implementing orders for multiple global equity desks and as an Asset Allocation Analyst, interpreting and implementing house policy for institutional clients.ERIC - REDPOINT IM
Eric is a co-founder of red point, and was its CIO from inception until retiring from that role in October 2019.He is chair of red point' s board and Audit, Risk & Compliance Committee, and a member of its Investment Committee. Prior to red point, Eric was the Chief Investment Officer for Vanguard Investments Australia Ltd where he established Vanguard’s Australian investment management AUSTRALIAN TAX EFFECTIVE STRATEGY Generation Life has been helping Australians with tax effective investment solutions for over 16 years. red point Investment Management has been appointed to manage their new tax effective investment strategy which is exclusively accessed through their LifeBuilder and ChildBuilder range of investment bonds. Tax awareness is critical when maximising an investment’s return. REDPOINT GLOBAL INFRASTRUCTURE FUND 30 JUNE 2019 QUARTERLY REPORT REDPOINT GLOBAL INFRASTRUCTURE FUND IMPORTANT NOTICE: This information is issued by Antares Capital Partners Ltd ABN 85 066 081 114, AFSL 234483 (‘ACP’), as the Responsible Entity of the Redpoint Global Infrastructure Fund(‘Fund’).
REDPOINT IM
redpoint Investment Management is a boutique global equities manager based in Sydney, Australia. We are a highly experienced team of investment specialists with complementary skills, resulting in a dynamic and multi-faceted investment approach. GLOBAL INFRASTRUCTURE The Fund typically invests in 100-140 listed infrastructure companies from right across the globe, which is more than most other funds in this asset class. This approach gives redpoint a broader universe to seek opportunities and importantly helps to reduce risk by increasing asset, sector and geographic diversification in the portfolio.INVESTMENT TEAM
Max is redpoint’s CEO, lead portfolio manager for selected active equity portfolios, chair of red point 's Investment Committee and a director on its board. Prior to joining red point in 2013, Max was a co-founding shareholder of Continuum Capital Management from 2007. Prior to Continuum, Max was a partner, Executive Director and Head of Australian Equities at GMO Australia Limited. INTEREST RATES INFRASTRUCTURE Interestingly, listed infrastructure is a relatively small subset of global equities, yet these companies are still a highly investible universe with $2.2 trillion of market capitalisation.This is considerably larger than the Australian listed equity market at $1.5 trillion. Also, the benefits usually associated with infrastructure assets, namely a stable and growing dividend stream, and lower CONTACT - REDPOINT IM 1 Farrer Pl, Sydney NSW 2000 Australia. Sydney NSW 2000. Postal Address. red point Investment Management. PO Box R597. Royal Exchange NSW 1225. Phone. +61 2 9119 5800. GANESH - REDPOINT IM Ganesh is a co-founder of red point, and became its second CIO in October 2019.He is the lead portfolio manager for selected active and systematic equity portfolios, a member of red point ’s Investment Committee and a director on its board. Prior to red point, Ganesh was the Head of Quantitative investments at Perpetual where he was directly responsible for the overall business includingTOBY - REDPOINT IM
Toby is responsible for all trade execution and exposure management functions at redpoint, covering the Australian and Global Equities, FX and Futures. Toby has previously worked with Schroders in London, as a Fund Managers’ Assistant, implementing orders for multiple global equity desks and as an Asset Allocation Analyst, interpreting and implementing house policy for institutional clients.ERIC - REDPOINT IM
Eric is a co-founder of red point, and was its CIO from inception until retiring from that role in October 2019.He is chair of red point' s board and Audit, Risk & Compliance Committee, and a member of its Investment Committee. Prior to red point, Eric was the Chief Investment Officer for Vanguard Investments Australia Ltd where he established Vanguard’s Australian investment management AUSTRALIAN TAX EFFECTIVE STRATEGY Generation Life has been helping Australians with tax effective investment solutions for over 16 years. red point Investment Management has been appointed to manage their new tax effective investment strategy which is exclusively accessed through their LifeBuilder and ChildBuilder range of investment bonds. Tax awareness is critical when maximising an investment’s return. REDPOINT GLOBAL INFRASTRUCTURE FUND 30 JUNE 2019 QUARTERLY REPORT REDPOINT GLOBAL INFRASTRUCTURE FUND IMPORTANT NOTICE: This information is issued by Antares Capital Partners Ltd ABN 85 066 081 114, AFSL 234483 (‘ACP’), as the Responsible Entity of the Redpoint Global Infrastructure Fund(‘Fund’).
INSIGHTS - REDPOINT IM Insights - Redpoint IM. The Renewable Energy Investment Case. Toby Bellingham & Ganesh Suntharam - March 2020. The huge scale, long timeframes and potential volatility of the impending energy transition will require investors to consider a diversified approach that considers both investment merit and portfolio risk. Read more.THE REDPOINT TEAM
Portfolio Management & Trading. Max Cappetta. Chief Executive Office /. Senior Portfolio Manager. Ganesh Suntharam. Chief Investment Officer /. Senior Portfolio Manager. Toby Bellingham. PortfolioManager & Trader.
INVESTMENT TEAM
Max is redpoint’s CEO, lead portfolio manager for selected active equity portfolios, chair of red point 's Investment Committee and a director on its board. Prior to joining red point in 2013, Max was a co-founding shareholder of Continuum Capital Management from 2007. Prior to Continuum, Max was a partner, Executive Director and Head of Australian Equities at GMO Australia Limited. CONTACT - REDPOINT IM 1 Farrer Pl, Sydney NSW 2000 Australia. Sydney NSW 2000. Postal Address. red point Investment Management. PO Box R597. Royal Exchange NSW 1225. Phone. +61 2 9119 5800.RENEWABLE ENERGY
In capacity terms, Bloomberg’s long-term energy transition scenario forecasts put global (inclusive of fossil fuels) energy capacity at 20,400 GW by 2050, from 7,658 GW today. The below table shows the technology demand split over this period. All renewable sources of energy are expected to expand, but clearly Solar and Wind, supportedby
INFRASTRUCTURE UNIT PRICES Fund Code - RP001 Currency - Australian Dollar (AUD)NICK - REDPOINT IM
Nick is responsible for the administration of redpoint’s portfolios and funds including areas such as compliance, client reporting andoperations.
31 MARCH 2021 QUARTERLY REPORT 31 MARCH 2021 QUARTERLY REPORT REDPOINT INDUSTRIALS SMA IMPORTANT NOTICE This report has been prepared by Redpoint Investment Management Pty Ltd ABN 83 152 313 758, AFSL 411671 (Redpoint) and the information contained within is current as at the date of this report. ANDREW - REDPOINT IM Andrew is responsible for the architecture, development and implementation of the systems underlying red point ’s investment processes. Andrew has over fifteen years of experience in funds management. Prior to joining red point in 2016, Andrew held the position of Quantitative Analyst and Portfolio Coordinator at Metisq Capital (formerly MIR 31 JANUARY 2021 MONTHLY REPORT 31 JANUARY 2021 MONTHLY REPORT REDPOINT INDUSTRIALS SMA IMPORTANT NOTICE Navigator Australia Limited (ABN 45 006 302 987) (AFSL 236466) (NAL), the Responsible Entity of and the issuer of units in the Redpoint Industrials Separately Managed Account (SMA) (Model Portfolio), is a fully owned subsidiary within theREDPOINT IM
redpoint Investment Management is a boutique global equities manager based in Sydney, Australia. We are a highly experienced team of investment specialists with complementary skills, resulting in a dynamic and multi-faceted investment approach. INSIGHTS - REDPOINT IM Insights - Redpoint IM. The Renewable Energy Investment Case. Toby Bellingham & Ganesh Suntharam - March 2020. The huge scale, long timeframes and potential volatility of the impending energy transition will require investors to consider a diversified approach that considers both investment merit and portfolio risk. Read more. GLOBAL INFRASTRUCTURE The Fund typically invests in 100-140 listed infrastructure companies from right across the globe, which is more than most other funds in this asset class. This approach gives redpoint a broader universe to seek opportunities and importantly helps to reduce risk by increasing asset, sector and geographic diversification in the portfolio. INTEREST RATES INFRASTRUCTURE Interestingly, listed infrastructure is a relatively small subset of global equities, yet these companies are still a highly investible universe with $2.2 trillion of market capitalisation.This is considerably larger than the Australian listed equity market at $1.5 trillion. Also, the benefits usually associated with infrastructure assets, namely a stable and growing dividend stream, and lower GANESH - REDPOINT IM Ganesh is a co-founder of red point, and became its second CIO in October 2019.He is the lead portfolio manager for selected active and systematic equity portfolios, a member of red point ’s Investment Committee and a director on its board. Prior to red point, Ganesh was the Head of Quantitative investments at Perpetual where he was directly responsible for the overall business including INFRASTRUCTURE UNIT PRICES Fund Code - RP001 Currency - Australian Dollar (AUD)ERIC - REDPOINT IM
Eric is a co-founder of red point, and was its CIO from inception until retiring from that role in October 2019.He is chair of red point' s board and Audit, Risk & Compliance Committee, and a member of its Investment Committee. Prior to red point, Eric was the Chief Investment Officer for Vanguard Investments Australia Ltd where he established Vanguard’s Australian investment managementTOBY - REDPOINT IM
Toby is responsible for all trade execution and exposure management functions at redpoint, covering the Australian and Global Equities, FX and Futures. Toby has previously worked with Schroders in London, as a Fund Managers’ Assistant, implementing orders for multiple global equity desks and as an Asset Allocation Analyst, interpreting and implementing house policy for institutional clients.NICK - REDPOINT IM
Nick is responsible for the administration of redpoint’s portfolios and funds including areas such as compliance, client reporting andoperations.
AUSTRALIAN TAX EFFECTIVE STRATEGY Generation Life has been helping Australians with tax effective investment solutions for over 16 years. red point Investment Management has been appointed to manage their new tax effective investment strategy which is exclusively accessed through their LifeBuilder and ChildBuilder range of investment bonds. Tax awareness is critical when maximising an investment’s return.REDPOINT IM
redpoint Investment Management is a boutique global equities manager based in Sydney, Australia. We are a highly experienced team of investment specialists with complementary skills, resulting in a dynamic and multi-faceted investment approach. INSIGHTS - REDPOINT IM Insights - Redpoint IM. The Renewable Energy Investment Case. Toby Bellingham & Ganesh Suntharam - March 2020. The huge scale, long timeframes and potential volatility of the impending energy transition will require investors to consider a diversified approach that considers both investment merit and portfolio risk. Read more. GLOBAL INFRASTRUCTURE The Fund typically invests in 100-140 listed infrastructure companies from right across the globe, which is more than most other funds in this asset class. This approach gives redpoint a broader universe to seek opportunities and importantly helps to reduce risk by increasing asset, sector and geographic diversification in the portfolio. INTEREST RATES INFRASTRUCTURE Interestingly, listed infrastructure is a relatively small subset of global equities, yet these companies are still a highly investible universe with $2.2 trillion of market capitalisation.This is considerably larger than the Australian listed equity market at $1.5 trillion. Also, the benefits usually associated with infrastructure assets, namely a stable and growing dividend stream, and lower GANESH - REDPOINT IM Ganesh is a co-founder of red point, and became its second CIO in October 2019.He is the lead portfolio manager for selected active and systematic equity portfolios, a member of red point ’s Investment Committee and a director on its board. Prior to red point, Ganesh was the Head of Quantitative investments at Perpetual where he was directly responsible for the overall business including INFRASTRUCTURE UNIT PRICES Fund Code - RP001 Currency - Australian Dollar (AUD)ERIC - REDPOINT IM
Eric is a co-founder of red point, and was its CIO from inception until retiring from that role in October 2019.He is chair of red point' s board and Audit, Risk & Compliance Committee, and a member of its Investment Committee. Prior to red point, Eric was the Chief Investment Officer for Vanguard Investments Australia Ltd where he established Vanguard’s Australian investment managementTOBY - REDPOINT IM
Toby is responsible for all trade execution and exposure management functions at redpoint, covering the Australian and Global Equities, FX and Futures. Toby has previously worked with Schroders in London, as a Fund Managers’ Assistant, implementing orders for multiple global equity desks and as an Asset Allocation Analyst, interpreting and implementing house policy for institutional clients.NICK - REDPOINT IM
Nick is responsible for the administration of redpoint’s portfolios and funds including areas such as compliance, client reporting andoperations.
AUSTRALIAN TAX EFFECTIVE STRATEGY Generation Life has been helping Australians with tax effective investment solutions for over 16 years. red point Investment Management has been appointed to manage their new tax effective investment strategy which is exclusively accessed through their LifeBuilder and ChildBuilder range of investment bonds. Tax awareness is critical when maximising an investment’s return. INSIGHTS - REDPOINT IM Insights - Redpoint IM. The Renewable Energy Investment Case. Toby Bellingham & Ganesh Suntharam - March 2020. The huge scale, long timeframes and potential volatility of the impending energy transition will require investors to consider a diversified approach that considers both investment merit and portfolio risk. Read more. INSTITUTIONAL INVESTORS Institutional Investors. red point is a specialist quantitative global equity manager providing a range of investment solutions to institutional clients across the globe. Enhanced core strategies for Global equities (Developed and Emerging) & Australian equities.THE REDPOINT TEAM
Portfolio Management & Trading. Max Cappetta. Chief Executive Office /. Senior Portfolio Manager. Ganesh Suntharam. Chief Investment Officer /. Senior Portfolio Manager. Toby Bellingham. PortfolioManager & Trader.
CONTACT - REDPOINT IM 1 Farrer Pl, Sydney NSW 2000 Australia. Sydney NSW 2000. Postal Address. red point Investment Management. PO Box R597. Royal Exchange NSW 1225. Phone. +61 2 9119 5800.INVESTMENT TEAM
Max is redpoint’s CEO, lead portfolio manager for selected active equity portfolios, chair of red point 's Investment Committee and a director on its board. Prior to joining red point in 2013, Max was a co-founding shareholder of Continuum Capital Management from 2007. Prior to Continuum, Max was a partner, Executive Director and Head of Australian Equities at GMO Australia Limited. INFRASTRUCTURE UNIT PRICES Fund Code - RP001 Currency - Australian Dollar (AUD)INFRASTRUCTURE
redpoint Global Infrastructure Fund - Fund Fact Sheets. Recent Reports. Quarter to September 2020NICK - REDPOINT IM
Nick is responsible for the administration of redpoint’s portfolios and funds including areas such as compliance, client reporting andoperations.
ERIC - REDPOINT IM
Eric is a co-founder of red point, and was its CIO from inception until retiring from that role in October 2019.He is chair of red point' s board and Audit, Risk & Compliance Committee, and a member of its Investment Committee. Prior to red point, Eric was the Chief Investment Officer for Vanguard Investments Australia Ltd where he established Vanguard’s Australian investment management ANDREW - REDPOINT IM Andrew is responsible for the architecture, development and implementation of the systems underlying red point ’s investment processes. Andrew has over fifteen years of experience in funds management. Prior to joining red point in 2016, Andrew held the position of Quantitative Analyst and Portfolio Coordinator at Metisq Capital (formerly MIR* Home
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* Sustainability & ESG * Australian Industrials * Global Infrastructure * Institutional Investors * Financial Advisers Welcome to redpoint Investment Management redpoint Investment Management is a boutique global equities manager based in Sydney, Australia. We are a highly experienced team of investment specialists with complementary skills, resulting in a dynamic and multi-faceted investment approach. Our team use their deep knowledge, expertise and insight to assist our clients achieve their investment objectives in varying investment landscapes. redpoint manages approximately $10 billion for institutional and retail clients across a range of strategies. GLOBAL LISTED INFRASTRUCTURE The redpoint Global Listed Infrastructure Strategy has been specifically designed to capture the essence of infrastructure by providing investors with a well-diversified exposure to a global selection of quality companies that produce a sustainable and growingincome.
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AUSTRALIAN INDUSTRIALS The redpoint Industrials Strategy is designed to deliver clients a diversified portfolio aimed at capturing the key growth and income characteristics of larger industrials companies listed on the ASX.Find out more
SUSTAINABLE INVESTING At redpoint we embed ESG metrics into our assessment of company quality. This view is founded on our investment thesis that ESG, a measure of “sustainability,” offers a new perspective on the quality of company management.Find out more
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