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Tauri brings together the trading and investment strategies of Jerry Cordaro, who is both Founder and CEO. Jerry has developed and refined proprietary investment strategies and philosophies over an extended period, and has implemented them in the investment arm of his family office to great success.

The hallmark of Jerry’s investment strategies is their adaptability, affording the ability to pivot when required to take advantage of evolving market dynamics. These strategies are leveraged across a range of asset classes to exploit the potential to deliver superior returns over the medium to long term.

Tauri is the natural extension of Jerry’s consistent and proven results in trading and investment over more than a decade. Tauri therefore provides a platform for investors to benefit from his industry expertise, insights and connections.

The Tauri Investment Fund is the flagship product for Tauri. The objective of the Fund is to generate returns in excess of 30% per annum. The Fund is only available to institutional and wholesale investors.


Portfolio

Fixtures + FX

The Fund will actively trade and aim to make gains from trading in foreign exchange contracts. Foreign exchange contracts are agreements which allow the holder to make a gain or loss, depending on the movement of the underlying currency.

The contracts derive their value from underlying currencies (known as currency pairs). The Fund has the ability to trade in the EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD and NZD/USD pairs.

The Investment Manager applies its proprietary trading methodology, which considers liquidity, charting and other technical indicators to predict the underlying movement of a particular currency pair.

Contracts for Differences

Contracts-for-difference are derivatives which enable the parties to the instrument to speculate on the future direction of the price of an asset or index. CFDs are leveraged products and a maximum of 100:1 leverage can be applied to any trade.

The Fund intends to actively trade in CFDs over the major stock market indices. These are the ASX200, FTSE100, S&P500, NASDAQ100 and DAX50.

The Fund’s investment strategy relies on the thesis that in certain circumstances a correlation often presents between various foreign exchange pairs and stock market indices, which in turn presents opportunities to ‘gap trade’ the relevant index.

Securities

The Fund intends to make medium to long term investments in Australian and international equities which have strong growth prospects.

These investments will be selected on a ‘bottom-up’ basis but will be limited to companies which operate within the mining, pharmaceutical and IT sectors and have a market capitalisation of at least $200M. The Fund uses a ‘bottom-up’, fundamental investment
approach and aims to invest in companies that are undervalued by the market. The investment selection process involves extensive research of these companies, their competitors and the industries in which they operate, an analysis of broader macroeconomic conditions as well as applying appropriate modelling and valuation techniques.

Managed Funds

The Fund intends to allocate funds to other managed funds, which have demonstrated a track record of consistently delivering above average returns. These other funds may be managed in Australia or abroad.

An investment in another managed fund will only be undertaken where:

  • the Investment Manager has allocated funds to invest in this particular asset class (i.e. as opposed to allocating funds to other asset classes when potential opportunities arise);
  • the Investment Manager considers the other fund’s investment mandate to be appropriate and consistent with the risk/return profile allocated to that asset class;
  • the Investment Manager is satisfied with the credentials and competence of the fund manager of the other fund; and
  • the Investment Committee and Trustee have approved the investment in the other fund.

Eligibility

The Tauri Investment Fund is open exclusively to wholesale investors. An investor will qualify if:

  • it controls net assets in excess of $2.5 million;
  • has a gross income of at least $250,000 per annum in the past 2 years; or
  • it is certified by an Australian financial services licence as a sophisticated investor.

Commitment

The minimum investment in the Fund is $150,000, and the suggested minimum investment timeframe is 3 years.

Interested applicants are required to submit a completed Application Form with supporting documents to the Administrator of the Trustee.

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Further Information

More detailed information can be obtained by accessing the Information Memorandum.

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