Funds Management

Capital Haus's funds management division, TerraLumin, holds specialty in delivering advanced investment strategies across various asset classes. The TerraLumin Global Alpha Fund is versatile, investing in equities, fixed income, and currencies, while allowing for both long and short positions. It adapts its exposures according to market conditions and macroeconomic trends, striving to achieve low long-term correlation across multiple investment strategies.

Investment Philosophy and Objectives

TerraLumin’s investment philosophy focuses on macro themes to shape its research and investment strategies. By offering exposure to a diverse array of asset classes, such as fixed income, commodities, global equities, and alternative assets, the fund seeks to achieve returns that surpass the 12% to 14% threshold after fees. Its approach includes capitalising on opportunities beyond traditional assets, and adapting to the changing investment landscape.

Diversification and Risk Management

TerraLumin employs a dynamic investment strategy that navigates the fast-paced global business landscape. The fund leverages market inefficiencies stemming from macroeconomic trends by focusing on a diverse range of asset classes, including stocks, bonds, real estate, and emerging sectors like technology and green energy. With a macro-focused approach, TerraLumin identifies lucrative investment opportunities and swiftly adjusts its portfolio to align with changing market conditions.

Dynamic Sector Focus

The fund’s dynamic strategy is exemplified by its emphasis on the technology sector, where rapid advancements are reshaping traditional business models. This shift drives innovation and competition and presents significant opportunities for savvy investors to identify clear winners and losers, paving the way for substantial gains.

structuring of your financial assets

GET IN TOUCH WITH ONE OF OUR EXPERT ADVISORS TODAY

Contact Now

Other Services

Private Clients

Effective private wealth management is fundamentally rooted in properly structuring your financial assets in Australia. We structure our advice per each client’s unique circumstances, including multiple entities, like family trusts, personal holdings, corporate structures, and partnerships.

Corporate Clients

At Capital Haus, we understand that family offices seek to grow their wealth through strategic and prudent investment options. Our corporate finance services meet the unique needs of family offices, providing bespoke investment solutions that align with their long-term financial goals and risk tolerance.

Corporate Advisory

Capital Haus offers bespoke accounting services per the needs of high-net-worth individuals and corporate clients. Our services include SMSF accounting, tax advice, and compliance with regulatory requirements. We provide detailed financial analysis and reporting to help clients make informed decisions and optimise their financial performance.

Analysis

Capital Haus offers comprehensive analysis of both domestic and global capital markets, providing our clients with insightful research that informs their investment decisions. Our team of experienced analysts delivers detailed market overviews, trend analysis, and forecasts that cover a wide range of asset classes, including equities, commodities, and derivatives.