Business Talk – Laurium Capital Portfolio Manager Matthew Pouncett explains the advantages of a market-neutral portfolio
In this Business Talk with Michael Avery interview, Matthew Pouncett unpacks how a market-neutral hedge fund works.
Pouncett is a Portfolio Manager at Laurium Capital and has worked at the company for over a decade.
Prior to joining Laurium Capital, he worked at Deloitte, where he held several positions, including Manager in the Transaction Services division and Audit Assistant on audits of a merchant electronic payment service and a private equity fund.
He holds a Chartered Financial Analyst (CFA) Charter from the CFA Institute and is a qualified Chartered Accountant registered with the South African Institute of Chartered Accountants.
Additionally, he holds a Bachelor of Commerce Honours from the University of Johannesburg, where he specialised in accounting and finance.
The interview
In this Business Talk interview, Pouncett outlines why hedge funds are becoming more relevant to South African retail investors and why traditional diversification can fail.
Pouncett touches on the performance of market-neutral hedge funds in volatile markets and explains what is meant by downside protection.
He also unpacks how he managed his funds during major market events and the best ways to protect a retirement portfolio.
Pouncett concludes the interview by sharing where he believes a market-neutral fund best fits within the market.
Watch the interview with Matthew Pouncett below.
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