Gilshenan Capital is licensed by the ASIC to manage and operate our own Management Funds, along with providing general investment advice.
James Gilshenan is the founder, and also serves as the chief investment officer.
Mr Gilshenan has almost two decades of investment experience in the financial markets. Until 2011, he served on the board of an investment services provider in Berne, Switzerland. Since 2011, he has served on the board (and in the CEO role) of a number of registered funds in the United States and Caribbean. He possesses a wealth of experience in financial trading, ranging from long term asset allocation models, to actively managed hedge funds.
Having experience in Switzerland, Singapore, Caribbean and the United States, Gilshenan Capital was formed to provide truly world class solutions to Australians, through an Australian regulated and licensed entity.
We provide Model Portfolio and Managed Fund solutions – operated and built in Australia, but with a Global perspective.
In our view, the Investment World provides us two real choices:
You can “Enter The Market” and rely on “skill” to create your return – this is known as “Alpha” – it’s active management, seeking to create excess returns relative to the market. Almost no-one succeeds at this, long term… except of course, those who do!
Alternatively, you can look to get to the “side-lines” and create a diversified portfolio – seeking to create a blended market return, ultimately creating an “All Weather” portfolio, looking to achieve market returns over the long run, but with less volatility (pain) along the way.
If success leaves clues, Ray Dalio, the founder of the largest and most successful (by way of profits generated) Hedge Fund in the World, has left just two.
In managing more than $150 billion, he chooses to operate just 2 main fund strategies: the Pure Alpha Fund, and the All-Weather Fund.
Find out more about how we invest directly with a number of the world’s leading “Alpha” investors of the last 20+ years; and also how we create an “All-Weather” portfolio in Australia.