Dr. David Allen | High Alpha Without High Concentration

In today’s ROCast Murdoch speaks with Dr David Allen, Plato Investment Managements Co-Head of Research, Head of Long/Short Strategies and Portfolio Manager of the Plato Global Alpha Fund.

For keen rugby fans out there, you may be familiar with David as he was a professional Rugby Union player and is currently the President of Eastern Suburbs Rugby Union Club.

For me I enjoyed hearing David explain their unique structure and how the fund achieves high alpha returns without having a highly concentrated portfolio. Combined with the Red flags process and the ability to go long short the fund has generated 8.5% p.a over the MSCI world index since inception.

Before we get into the podcast, I would also like to encourage you to listen to the disclaimer at the end of this Roast and to keep your feedback coming.

You can reach me at mgatti@ywm.com.au

With that being said, I hope you enjoy this conversation as much as I did, so sit back, relax and enjoy.