About Us
Founded in 2001 by Richard (Jerry) Haworth (former Head of Equity Derivatives at Investec and founder and ex-CEO of Peregrine Holdings Ltd) and Richard Hollington (former Head of Gold & Precious Metal Derivatives at First National Bank and Senior Dealer Gold and Commodity Derivatives at CBA), 36 South provides an intelligent way to invest in volatility. The firm is an established absolute return fund manager which specialises in managing global macro/volatility funds.
The company’s flagship offering is the Kohinoor Series' Strategy which has been trading for 10 years and is a long volatility fund that is designed to perform well in most market environments but will usually substantially outperform in periods of extreme market movement and volatility.
Fund Performance
For further performance information, please go to the Fund Information page.
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Since Inception Annualised
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Track Record
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Description
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Risk
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Kohinoor Series' Strategy
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14.28%*
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10 years
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Global Macro/Volatility
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Low / Middle
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Kohinoor Core Fund
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26.58% (YTD)
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10 months
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Global Macro/Volatility
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High
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The 36 South Cullinan Fund
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9.72% (YTD)
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10 months
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Inflation
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High
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Cullinan SPC (Closed Feb 11)
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-4.23%
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21 months
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Inflation
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High
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Regent Fund SPC (Closed Feb 11)
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46.85%
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3.4 years
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Gold
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High
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Dresden Green Fund SPC (Closed Feb 11)
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4.10%
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4.4 years
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JPY volatility
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Low
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Black Swan Fund SPC (Closed May 09)
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96.30%
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1.4 years
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Extreme Events
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High
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Regent Fund (Closed March 08)
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42.84%
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4.2 years
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Gold
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High
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Source: 36 South Capital Advisors LLP. Past performance is not necessarily indicative of future results.
* This is a combination of three track records. From strategy inception in January 2002, Kohinoor Series One Fund's NZD fund returns have been converted to USD, and adjusted for a different fee structure and tax payments. From August 2005, Kohinoor Series Two Fund was a USD fund. These returns have not been adjusted. From March 2011 Kohinoor Series Three Fund returns reflect returns to a USD investor. Further explanation of the methodology is available on request.
Kohinoor Fund Awards
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FINALIST
2009 Australian Hedge Fund of the Year
2009 Best Emerging Manager
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WINNER
Best Option Strategies Hedge Fund
(April 2008 to March 2009)
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