Offshore Strategies Fund
Portfolio Construction
As Investment Advisor to the Fund, Bellwether Partners' proprietary portfolio construction process is applied to the Offshore Strategies Fund: Australian Equities Long/Short Portfolio.
The portfolio employs progressive filters that utilise both quantitative and qualitative factors, the fusion of both disciplines providing optimal security selection and portfolio construction. The objective of the stock selection process is to identify companies possessing attributes which will deliver superior growth prospects, and conversely to identify short sale candidates from stocks which possess a poor growth outlook.
