Performance

Bluebird is establishing a very strong track record of adding value and lowering portfolio risk. Our Quality, Value and Momentum process actually delivers and has been developed over the past 15 years at Bluebird and Lonsec.

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The Bluebird portfolios are into their third year of operation and have been through the market highs and lows. The portfolios are demonstrating good resilience during bear markets and the ability to outperform over the long term.

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Bluebird also has a focus on portfolio risk. We aim to generate portfolio beta's that are in-line or lower than the market. The combination of strong returns and lower portfolio risk leads to truly strong risk-adjusted returns. At Bluebird we don't just talk about strong risk-adjusted returns, we actually deliver.

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