Australian Wholesale Investors. Family Offices. Advisors.
Alternative Investment Solutions
Alternative Investment Solutions
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About us
Investing Done Differently
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Our goal is to help individuals, family offices and advisors build stronger portfolios by blending traditional assets with innovative, non-traditional strategies.
We believe you cannot protect and grow your portfolio without low-correlation strategies and disciplined risk management.
With over 38 years of quantitative investment expertise, Nick Radge brings a unique perspective, consistently challenging conventional thinking to deliver results.
As a client, you'll experience our core values; integrity, responsibility, and innovation while maintaining an unwavering dedication to exceeding your expectations.
We believe you cannot protect and grow your portfolio without low-correlation strategies and disciplined risk management.
With over 38 years of quantitative investment expertise, Nick Radge brings a unique perspective, consistently challenging conventional thinking to deliver results.
As a client, you'll experience our core values; integrity, responsibility, and innovation while maintaining an unwavering dedication to exceeding your expectations.
Investments
Portfolio Options
Portfolio Options
Unique investment options are rare, but when found, they can better align portfolios with your goals, whether you're focused on lower correlations, specific timelines, higher growth or enduring financial storms.
Harbourside Multi-Strategy
Higher Growth. Lower Correlation.
Our innovative Multi-Strategy utilises a long/flat momentum methodology that delivers a unique low-correlation return profile, setting it apart from traditional long-only investments. The portfolio targets higher growth with an added defensive mechanism to decrease exposure during sustained equity declines.
Designed for investors with a higher risk appetite and a focus on capital growth.
Minimum Investment: A$250,000
Harbourside All-Weather Strategy
Navigate through all market conditions.
Designed for stability and resilience, the All-Weather Portfolio takes a tactical approach to diversified asset classes, spanning equities, bonds, commodities and alternatives. The cornerstone to this approach is to shift exposures, overweighting promising sectors or asset classes and reducing riskier ones as circumstances evolve. While certain asset classes can be unpredictable on their own, blending them into a portfolio with careful risk oversight has historically delivered solid gains while keeping wild swings in check.
Designed for investors who value consistency and minimisation of volatility.
Minimum Investment: A$250,000
Customised Portfolio Solutions
Aligned with your unique goals.
Tailor your portfolio to address your unique challenges while leveraging our signature quantitative management approach. Balance or tilt our portfolios, adjust weightings, or incorprate leverage - the choice is yours.
Contact Us for further discussion.
Minimum Investment: A$5,000,000
Library
How the Multi-Strategy Achieves Lower Corrleation.
A unique feature of the Multi-Strategy mandate is the ability to systematically shift to a 100% defensive position during crises and sustained bear markets...
WATCH PRESENTATION
Why the Multi Strategy Can Add Value During a 'Lost Decade'.
After 16 years of strong performance led by U.S. mega-cap stocks the secular bull market is potentially entering its later stages (average length 18 years). It’s prudent to consider what lies ahead, not just for the next few years, but over the next 5 to 10 years. A secular bear phase is characterized by subpar returns or potentially negative real returns adjusted for inflation over many years....
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This website contains general advice only. You need to consider with your financial planner (or adviser), your objectives, financial situation and your particular needs prior to making an investment decision. Shartru Wealth and its authorised representatives do not accept liability for any errors or omissions of information supplied on this website
The Chartist Pty Ltd (ABN 40 641 323 051) is a corporate authorised representative (Car No. 1282007) of Shartru Wealth Management Pty Ltd ABN 46 158 536 871, AFSL 422409.
This website contains general advice only. You need to consider with your financial planner (or adviser), your objectives, financial situation and your particular needs prior to making an investment decision. Shartru Wealth and its authorised representatives do not accept liability for any errors or omissions of information supplied on this website.
The Chartist Pty Ltd (ABN 40 641 323 051) is a corporate authorised representative (Car No. 1282007) of Shartru Wealth Management Pty Ltd ABN 46 158 536 871, AFSL 422409.
This website contains general advice only. You need to consider with your financial planner (or adviser), your objectives, financial situation and your particular needs prior to making an investment decision. Shartru Wealth and its authorised representatives do not accept liability for any errors or omissions of information supplied on this website.