Coolabah Capital Investments (CCI) is a leading active credit alpha manager founded in 2011 and chaired by experienced super fund director Melda Donnelly.

CCI believes that there is a significant role for liquid and low duration active credit alpha exposures to play in both individual and institutional portfolios. This is particularly true in a world where duration risks are unusually elevated.

Over time CCI has built significant comparative advantages in valuing complex fixed-income assets, highly differentiated quantitative research, intensive financial and commercial due diligence, active asset-selection and driving excess returns via pure credit alpha rather than conventional interest rate beta, credit beta, and illiquidity beta.

Coolabah Short Term Income PIE Fund

 

 

Coolabah Long-Short Credit PIE Fund

 

 

Coolabah Active Composite Bond PIE Fund

 

 

Coolabah Floating-Rate High Yield PIE Fund

 

 

CCI offers New Zealand based investors access to the Australian and global fixed income market through the following strategies:

  • Coolabah Short Term Income PIE Fund
  • Coolabah Long-Short Credit PIE Fund
  • Coolabah Floating-Rate High Yield PIE Fund
  • Coolabah Active Composite Bond PIE Fund

CCI's edge is in "alpha" generation in liqud, high-grade credit in contrast to traditional fixed-income strategies that derive returns through adding more interest rate duration risk, credit default risk, and/or liquidity risk. This alpha is a function of the world-class analytical insights rendered by CCI's human capital, which includes 30 executives with a long-term track-record of delivering prescient macro and quant insights.

CCI's style is widely recognised as possessing world-class analytical and execution resources with a focus on pioneering quant and credit research and unusually deep financial and commercial due diligence.

How to invest

  • To invest via your financial adviser – The funds are available on the Apex Investment Administration (NZ) Limited platform. Speak with your financial adviser about gaining access.

  • If you are making an investment directly with us, then you will be required to complete the application form, which can be obtained from the manager by calling on (04) 499 9654 or emailing contact@fundrock.co.nz, and send it to:

FundRock NZ Limited
PO Box 25003
Wellington 6140
Email: contact@fundrock.com

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