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Overview of Aspect Capital

  • Aspect Capital was founded in 1997. The company currently manages over $7 billion across a range of systematic investment solutions.

     

     

    We are UK-based with offices in London, the US and Hong Kong. Together with co-founder and Research Director, Martin Lueck, we have over 55 years’ experience in quantitative investing.

     

    Aspect today employs over 110 people with a wide range of backgrounds and unique skills. We believe that diverse experience enhances creativity and problem-solving and helps to drive the company’s continuous research and development effort.

     

    We aim to combine scientific principles and leading-edge technology to create diversifying investment solutions for our clients. We believe that a statistical and evidence-based approach is best. We strive to improve every facet of the investment process and generate returns for our clients.

     

    We use a repeatable and disciplined investment process, which is defined by a thoroughly researched and constantly evolving set of rules.

     

    Research always starts with an idea about market behaviour which is tested, researched and reviewed. Our findings are critically evaluated every step of the way by our collegiate team. Successful ideas are then built into our robust, scientific investment process.

     

    It’s a systematic approach built on empirical evidence and overseen by creative minds.

     

    Our belief is that market prices are not entirely random but contain predictable and statistically measurable behaviours. The effects may be weak, but we can capture even small edges through disciplined trading and focusing on the detail.

     

    Each idea can be analysed and understood by searching for evidence in data. Within the data lie very human behaviours that create the effects and provide persistence.

     

    Our trading technology uses sophisticated algorithms to capture the patterns and behaviours we identify and minimise the costs of doing so. We aim to systematically capture persistent effects and biases across global markets on behalf of our investors.

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Unless otherwise specified, this document has been prepared by Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) based on its 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 CFSIL, accepts responsibility for any loss suffered by any person arising from reliance on this information. CFSIL is the issuer of interests in FirstChoice Personal Super, FirstChoice Wholesale Personal Super, FirstChoice Pension, FirstChoice Wholesale Pension, FirstChoice Employer Super offered from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. It also issues interests in the Rollover & Superannuation Fund (ROSCO) and Personal Pension Plan (PPP) offered from the Colonial First State Rollover & Superannuation Fund ABN 88 854 638 840. CFSIL also issues other investment products made available under FirstChoice Investments and FirstChoice Wholesale Investments, other than FirstRate Saver and FirstRate Term Deposits which are products of the Commonwealth Bank of Australia ABN 48 123 123 124, AFS Licence 234945 (CBA). The investment performance and the repayment of capital of CFSIL products is not guaranteed. This document provides 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. The Target Market Determinations (TMD) for our financial products can be found at www.cfs.com.au/tmd and include a description of who a financial product is appropriate for. 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 www.cfs.com.au or by calling us on 13 18 36.

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

Past performance is no indication of future performance.

Stocks and investment options mentioned are for illustrative purposes only and are not recommendations to any person to buy sell or hold these stocks.

Taxation considerations are general and based on present taxation laws and may be subject to change. Clients should seek independent, professional tax advice before making any decision based on this information. CFSIL is also not a registered tax (financial) adviser under the Tax Agent Services Act 2009 and clients should seek tax advice from a registered tax agent or a registered tax (financial) adviser if they intend to rely on this information to satisfy the liabilities or obligations or claim entitlements that arise, or could arise, under a taxation law.

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