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Specialist Global Macro Manager

Carrara Capital is an Australian-based investment management firm founded in 2022 by Dr David Sokulsky. Based in Sydney, we take a global view of markets with a particular focus on the opportunities emerging across Asia.

David has over 25 years of investment and financial markets experience across macro trading, portfolio management, asset allocation, hedge fund due diligence and risk management.

Carrara manages the Carrara Global Opportunities Fund (CGOF), which is a global macro fund taking discretionary positions across equity indices, interest rates, currencies and commodities, with a tilt towards Asia-Pacific markets. The fund aims to generate consistent risk-adjusted returns across a range of economic and market environments.

The name Carrara is derived from the type of marble that the great sculptor, Michelangelo, used to create some of the world’s most unique, and enduring structures including The Pantheon, The Marble Arch and The Statue of David.

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Why Carrara

Carrara Capital was founded on a passion for investing and a drive to deliver clients a top-tier investment outcome. We believe that there is a strong need for an investment management firm that is trustworthy and committed to delivering global market exposure with a strong risk management framework.

We consider ourselves partners with our investors and aim to provide them with an investment offering that can be complementary to their existing portfolios and deliver:

  1. Access to a diversified set of macro opportunities across global markets and asset classes, including the fast-growing economies of Asia;
  2. Attractive risk adjusted returns during difficult market environments;
  3. Active management which can be opportunistic and take advantage of market dislocations; and
  4. Dynamic, top-down capital allocation driven by macroeconomic themes.

We also strive to operate with integrity and aim to be as transparent as possible in how we see economic conditions and markets and how we allocate investor capital.

Our Founder

David Sokulsky, PhD

Founder / Portfolio Manager

David has extensive experience across asset allocation, portfolio management, macroeconomic analysis, equity research, trading and execution, fund due diligence and risk management.

Prior to founding Carrara, David was CEO/CIO and portfolio manager of Concentrated Leaders Fund (ASX: CLF), an ASX listed investment company.

David was CIO of Crestone Wealth Management, where he chaired the investment committee and was responsible for asset allocation, global security lists and recommended managed funds. Prior to this, he was Head of Investment Strategy at UBS Wealth Management which became Crestone.

David was a Senior Analyst and Trader at a US-based global macro hedge fund, Denali Asset Management. He was also Vice President at Macquarie Group where he conducted due diligence on global hedge funds and seeded start-up investment managers.

David has a PhD in Applied Finance from RMIT and a First-Class Honours degree in Economics from the University of Newcastle.

Corporate Culture

Carrara’s founder has a demonstrated history of success at large global institutions and is now committed to delivering this same level of excellence to benefit Carrara’s investors.

We are focused on providing long-term successful outcomes to our investors and in the process being one of the most highly regarded and successful investment firms in the world – but this all starts with delivering on our investor’s expectations.

We have a commitment to:

  1. Operate in a collaborative and transparent manner;
  2. Invest with discipline, prudence and thoughtfulness;
  3. Implement best-of-breed processes and business operations;
  4. Being ethical, honest and treating investors fairly.

Carrara has a focus on building long-term relationships with its investors, based on trust, transparency and an alignment of interests.

While we implement a broad global macro mandate, we will consider ESG factors as part of our investment process, and where applicable, make an effort to incorporate them in our investment decisions.