Bennelong Long Short Equity Management (BLSEM) is a boutique, market neutral asset manager, managing investments on behalf of both fund-of-funds and private investors. It was founded as a joint venture with Bennelong Funds Management in 2002.
BLSEM is led by Portfolio Manager Sam Shepherd, supported by Head of Research, Sam Taylor and a highly experienced team of analysts. The team, which has a successful track record with more than 12 years of strong performance history, invests in long and short large capitalisation Australian shares (primarily S&P/ASX 100).
BLSEM seeks to minimise market risk in the construction of its long/short portfolio by applying a limited market exposure strategy. The team's ‘bottom up’ fundamental research process aims to identify key drivers of company profitability to generate excess returns for investors. Its investment guidelines include strict frameworks for portfolio construction, exposure limits and risk management.