Investment Options

KPI Long/Short Equity Fund

 

Philosophy

Price is the primary driver of market direction.

 

Market Edge

The ability to consistently identify structures in historic price action that lead to high probability profit targets.

 

Portfolio Manager

David Vassallo. Nearly 40 years’ equity market experience, formerly Head of Technical Analysis at JB Were and Son (Goldman Sachs JB Were), and by one of the leading price analysts in the Asia-Pacific region.

 

Universe of Stocks

Constituents of broad-based indices in the US, UK, Canada, France, Germany, Hong Kong, Korea, and Australia.

Our fund features weekly liquidity and daily transparency of portfolios and performance with a minimum investment of A$500,000.

Important Documents

Application Forms

Please note: forms may not be displayed correctly in some browsers.

Trust/Superannuation Fund with Individual Trustee

Trust/Superannuation Fund with Corporate Trustee

Individually Managed Accounts

 

Our investment strategies can also be tailored to individually managed accounts with a minimum investment of A$500,000.  These accounts feature daily liquidity and total transparency. Please contact us for more information.

 

Contact Us

Copyright © 2017   |  All Rights Reserved   |  KPI Capital Markets Pty Ltd

KPI Capital Markets Pty Ltd is Corporate Authorised Representative no. 448 040 of  AFSL no. 411 841

KPI Capital Markets Pty Ltd General Advice Disclaimer: Investing involves risk of loss. Please be advised that any advice provided by KPI Capital Capital Markets Pty Ltd is general financial product advice only. Your personal financial circumstances have not been considered in its preparation. Please consult your licensed financial advisor to decide if our products are suitable for your personal financial situation.