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Acadian Asset Management

Acadian is a leader in data-driven, active, long only, long /short and managed volatility equity investment strategies. By combining quantitative modelling with fundamental insights, Acadian can take advantage of short-term market inefficiencies and long-term behavioural trends.

ABOUT ACADIAN ASSET MANAGEMENT

Acadian Asset Management (Acadian) applies fundamental insights to find attractive and unique investment opportunities within global equity markets. Acadian is driven by the discipline and conviction of thirty years of investment experience, with investment decisions based on empirical evidence and processes that are repeatable and transparent. The experienced team of 90 investment professionals apply fundamental insights in a systematic way, applying a quantitative, active, and bottom-up investment process.


Headquartered in Boston, Acadian also has wholly owned affiliates located in Sydney, Singapore, Tokyo and London. The firm manages risk-controlled, factor-driven equity portfolios on behalf of pension funds, endowments, foundations, governments, and other institutions globally, and has USD$98 billion in funds under management, as at 30 September 2018.


Colonial First State’s Alliance Partnership with Acadian gives Australian retail investors access to a proven and differentiated style of investing, across global, Australian, and managed volatility equities, as well as a defensive income strategy.

Global experience

Headquartered in Boston, with Affiliates in Singapore, Tokyo, London and Sydney

A trusted name

US$98 billion in funds under management as at 30 September 2018

Specialist expertise

A leader in data-driven investment strategies

 

Investment Approach

Acadian’s approach to investing centres around the belief that markets are inefficient and individual stocks don’t always act in the way that is expected of them. Acadian successfully exploits these inefficiencies by using a combination of quantitative modelling and fundamental insights to identify short-term market inefficiencies and long-term behavioural trends. This process allows Acadian to unearth high-quality stocks that have been undervalued by the market but have the potential to produce compelling returns over the long term. Acadian applies fundamental insights in a systematic manner in an effort to exploit these anomalies and find attractive stock opportunities.


Acadian is a pioneer in the use of data and technology to capture the maximum amount of information in the most objective way possible. Their firm’s systematic and quantitative approach has two advantages: it allows for a larger investment universe from which to uncover opportunities; and it provides a disciplined, objective approach that eliminates the disadvantage of portfolio managers forming an emotional attachment to companies. The investment approach is both multi-faceted and highly adaptable, which allows Acadian to pursue attractive stocks opportunities as they arise.


Ultimately, Acadian believes that a successful investment process must be founded on high-conviction core beliefs that can steer the best course through various market environments. Acadian offers exceptional stability, expertise and conviction, and believes these attributes will deliver significant value to clients over the long term. 

 

FUNDS

Alternatives

Acadian Diversified Alpha Fund

A differentiated and unconstrained market neutral equity strategy that seeks to generate modest positive returns in most market environments, with low correlation to a variety of asset classes     

 

Australian Equities

Acadian Australian Equity Long Short Fund

A long/short Australian equity fund that uses systematic expertise to unearth undervalued stocks and deliver compelling long-term returns

Acadian Australian Managed Volatility Equity Fund

A long-only Australian equity fund that aims to deliver similar returns to an indexed investment at significantly lower risk

Acadian Wholesale Australian Equity Fund

A long-only Australian equity fund that uses systematic expertise to unearth undervalued stocks and deliver compelling long-term returns

Acadian Wholesale Geared Australian Equity Fund

A geared Australian equity fund that leverages its exposure to equity markets while using systematic expertise to unearth undervalued stocks

Fixed Income

Acadian Defensive Income Fund

A cash-like portfolio combined with a market neutral equity component -that aims to provide fixed-income like returns with controlled equity exposure

 

Global Equities

Acadian Global Equity Long Short Fund

A long/short global equity fund that uses systematic expertise to unearth undervalued stocks and deliver compelling long-term returns

Acadian Wholesale Geared Global Equity Fund

A geared Global equity fund that leverages its exposure to equity markets while using systematic expertise to unearth undervalued stocks

Acadian Global Managed Volatility Equity Fund

A long-only global equity fund that aims to deliver similar returns to an indexed investment at significantly lower risk

Acadian Wholesale Sustainable Global Equity Fund

A long-only socially responsible global equity fund that uses systematic expertise to unearth attractive investment opportunities and reduce exposure to carbon intensive companies

Team

 

    

 

Andrew Hair

Chief Executive Officer
  • Andrew joined Acadian Asset Management Australia in 2007 to lead the institutional side of the Australian business and became chief executive officer of AAM-Australia in 2012. He also is a member of Acadian’s Responsible Investing Committee. Prior to joining Acadian, Andrew was a senior business development manager at MLC Implemented Consulting. Previous to that, he spent a number of years at Mercer London, progressing to become a senior asset consultant.

     

    Andrew’s education includes a BSc (First Class Hons) in mathematics from the University of Leicester and University of Texas. Andrew is a Fellow of the Institute of Actuaries and a Graduate of the Australian Institute of Company Directors. He also holds the Investment Management Certificate (IMC).

 

Jean Christophe De Beaulieu, CFA

SENIOR VICE PRESIDENT, HEAD OF INVESTMENTS, AUSTRALIA
  • J.C. joined Acadian in 2017 as a consultant before joining Acadian Australia in his current role in 2018. Prior to joining Acadian, J.C. was a managing director and head of active emerging market equity portfolio management at State Street Global Advisors. In this role, he drove the top-down and bottom-up research agenda while managing a global team of investment professionals. He also represented active long-only and long/short emerging and frontier equity strategies with clients and consultants.

     

    Prior to taking this leadership role within the group, J.C. was a portfolio manager on the core active EM equity team in Boston and Paris, developing and managing a wide range of strategies. J.C. started his career in Paris, at the CCF (now HSBC) fixed income derivative proprietary desk. J.C. earned an Advanced Master in financial techniques from ESSEC, a D.E.A. in numerical analysis from Pierre and Marie Curie University and Ecole Polytechnique, and an M.S. in mathematics from Pierre and Marie Curie University. He is a CFA charterholder and member of CFA Society Boston.


 

KATRINA KHOUPONGSY

SENIOR VICE PRESIDENT, PORTFOLIO MANAGEMENT AND RESEARCH
  • Katrina joined Acadian Asset Management Australia in 2009. She is a member of the Portfolio Management Team, focusing on Australian equity strategies. Prior to joining Acadian, Katrina was a senior quantitative analyst at ING. Previous to that, she held various quantitative roles at IFS Equities, BT Funds Management, Country Investment Management, and Mercantile Mutual Investment Management. Katrina holds a Graduate Diploma in applied finance and investments from Securities Institute of Australia and a Bachelor’s in mathematics and finance (Hons) from University of Technology, Sydney. Katrina is a CFA charterholder.


 

RYAN TALIAFERRO, PH.D.

SENIOR VICE PRESIDENT, DIRECTOR, EQUITY STRATEGIES
  • Ryan joined Acadian in 2011 and currently serves as director of equity strategies. Previously, he was the lead portfolio manager for Acadian’s Managed Volatility strategies. Prior to joining Acadian, Ryan was a faculty member in the finance unit at Harvard Business School, where he taught corporate finance and asset pricing. Earlier, he was a consultant at the Boston Consulting Group. Ryan earned a Ph.D. in business economics (finance) from Harvard University and an M.B.A. in finance and economics from the University of Chicago. He also holds an A.M. in economics, and an A.M. and A.B. in physics from Harvard University.

 

HARRY GAKIDIS, PH.D.

SENIOR VICE PRESIDENT, PORTFOLIO MANAGER
  • Harry joined Acadian in 2014 and currently serves as lead portfolio manager for Core strategies. Prior to joining Acadian, Harry worked as a senior quantitative strategist at Loomis Sayles, where he founded the firm's quantitative Strategy Lab and co-managed a U.S. equity long/short strategy. Prior to his work at Loomis Sayles, he was senior vice president, fixed income quantitative risk and relative value specialist at Putnam Investments. In this role, Harry built and managed a book of systematic alpha strategies in domestic investment-grade and high-yield credit. He earned a Ph.D. in economics from MIT and holds an A.B. in Economics from Harvard University.

 

ALEXANDRE VOITENOK

SENIOR VICE PRESIDENT, DIRECTOR, LONG/SHORT STRATEGIES
  • Alex joined Acadian in 2012. His primary focus is to oversee Acadian's long/short equity products. Previously, Alex was a senior portfolio manager at Gartmore Investment Management in London and Boston where he focused on long/short funds while co-managing a global active book of business of US$3 billion. Alex was also the product architect behind Gartmore’s next generation of quantitative models. Prior to Gartmore, Alex was a quantitative developer, working for Putnam Investments through a contract with Keane Canada. Education: M.Sc., Software Engineering, Minsk Radio Engineering Institute.

 

BRENDAN O. BRADLEY, PH.D.

SENIOR VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER
  • Brendan joined Acadian in 2004 and is co-chief investment officer. Brendan has served as the firm’s director of portfolio management, overseeing portfolio management policy, and was also previously the director of Acadian’s Managed Volatility strategies. He is a member of the Acadian Executive Committee. Prior to Acadian, Brendan was a vice president at Upstream Technologies, where he designed and implemented investment management systems and strategies. His professional background also includes work as a research analyst and consultant at Samuelson Portfolio Strategies. Brendan earned a Ph.D. in applied mathematics from Boston University and a B.A. in physics from Boston College.

For more information about Acadian visit www.acadian-asset.com

Contact us

Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (Colonial First State) is the issuer of the FirstChoice range of super and pension products from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. Colonial First State also issues interests in products made available under FirstChoice Investments and FirstChoice Wholesale Investments. This is based on the understanding of current regulatory requirements and laws as at the date of publication. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including Colonial First State or any member of the Commonwealth Bank group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information. This information for the adviser only and is not to be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. Clients should read the PDS and FSG before making an investment decision and consider talking to a financial adviser. The PDS and FSG can be obtained from colonialfirststate.com.au or by calling us on 13 18 36.


From time to time, Colonial First State enters into alliance partnerships with dedicated and experienced investment specialists. Each alliance represents an agreement for Colonial First State to provide third party distribution services within the Australian Financial Services intermediary market.

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