The Carrara Global Opportunities Fund (CGOF) is a globally diversified absolute return fund. We employ a discretionary macro strategy across equities, rates, FX, and commodities to generate consistent, risk-adjusted returns regardless of the economic climate.

CGOF has a broad investment mandate allowing it to opportunistically seek alpha without being constrained by asset classes or geographies and irrespective of market environments. The Fund also aims to be globally diversified with a low correlation to global equity markets. 

Why Choose CGOF:

• Unconstrained Alpha Generation: Our broad investment mandate allows us to opportunistically seek alpha across asset classes and geographies, unconstrained by traditional market benchmarks.
• Low Market Correlation: Designed as a powerful diversifier, the Fund maintains a low correlation to global equity markets—including a (0.06) correlation to the S&P / ASX 200 Index—effectively acting as a hedge for traditional Australian portfolios.
• Strategic Downside Protection: We prioritize capital preservation through active exposure management, utilizing options and futures to mitigate drawdowns during periods of high volatility.
• Access to Global Growth Themes: We provide specialized access to emerging markets, commodities, and currencies that are often absent from standard portfolios. 

Led by David Sokulsky, PhD, who brings over 25 years of global market experience from roles at UBS Wealth Management, Macquarie Group, and Crestone Wealth Management, our team combines deep fundamental research with advanced technology. We integrate AI and LLMs to accelerate macro research and utilize sophisticated optimization tools for portfolio construction and stress testing. 

Why Now?

In a world of heightened geopolitical risk, rich asset valuations, and central bank uncertainty, traditional equity and bond portfolios are increasingly moving in lockstep. CGOF offers a resilient alternative, capitalizing on macroeconomic dislocations to deliver growth and protection when it matters most.

We believe the CGOF can be complimentary to many portfolios, particularly those with large allocations to local equities and property. We also believe that now may be a good time to allocate to a strategy such as ours given increased market volatility, heightened geopolitical risk and rich asset valuations in a world where central bank policy is creating uncertainty.