Because it pays to be different.

Applying innovative thinking and systematic processes to create objective, evidence-based trend-following investment solutions.

 

LATEST NEWS

The Dual Momentum Fund was wound up in 2019 and is no longer available for investment.  Since inception in July 2013 the fund had provided a net return of +10.32% per annum through investing in both Australian and global equity markets.

 

The Meme Team are currently engaged in managing The Meme Private Investment Trust, an unregulated scheme primarily for previous investors in the Dual Momentum Fund.

 

The Meme Private Investment Trust is a private scheme and is not generally available for public investment.   Any enquiries should be directed to mail@memecapital.com.au

Our Processes

We use robust back-tested quantitative strategies to identify investment opportunities likely to provide both positive price appreciation and relative price out performance over the medium to long term.

By identifying stocks where price trend is both increasing and outperforming, we are able to identify all stocks which are our target investments. Individual stock holdings are maintained for as long as their long-term upward trend remains intact or until their relative performance becomes impaired, allowing dividends and distributions received during this time to further enhance portfolio returns.

Objectives
Our two principle objectives are to create wealth (the return objective) and then to protect the wealth created (the risk objective). Our return objective is to achieve positive, above benchmark, returns in our selected equity markets. Our risk objective is to keep draw downs within acceptable limits by reducing exposure in significant market downturns.
Philosophy
Our strategy targets stocks whose share price is trending upwards (also known as time-series momentum) and outperforming its peers (and so displaying relative momentum). These two forms of momentum when combined form the powerful concept of Dual Momentum. This disciplined and systematic approach identifies those stocks likely to provide share price appreciation over the medium to long term.
Diversification
Strong diversification opportunities can be created when combining different investment styles. By combining our quantitative and systematic investment style with the more common used fundamental and value-based styles, investors can enjoy the benefits that each style brings such that over time returns can be smoothed and volatility can be reduced.

Testimonials

  • "Greg Jude of Meme Capital Management combines excellent technical skills with knowledge of the markets, and has delivered impressive investment returns. The transition of the Fund from solely Australian shares into global stock markets provides an even more diverse equity exposure and the prospects of even better returns. Greg is very approachable and has a genuine interest in his clients and Meme is a very professional outfit who make you feel comfortable investing your hard earned capital."

    Geoff S, Retired, Perth
  • "Greg Jude and I shared a longstanding relationship providing investment and financial advice to a large client base of retail and wholesale investors, prior to Greg launching the Meme Capital investment fund in 2013. I am pleased to have been a foundation investor in the Fund and have added to my original investment since that time. With Greg’s expansion into international markets I intend to further increase my investment. Personally, I invest directly on the ASX and international stock exchanges using a fundamental analysis methodology, which has an inverse correlation with the quantitative style used by Meme’s Dual Momentum Fund thereby providing me with excellent diversification. I am also more than satisfied with the investment performance of the Fund since inception."

    Warren K, Company Director, Perth
  • "I was initially cautious about investing in the Fund because it was a new concept and a new product. I thought the concept sounded rational and compelling, and when it rapidly developed a positive track record, I decided to invest. I have not been disappointed. The results speak for themselves, and the product offers diversity and foreign exposure for an otherwise traditional Australian share portfolio. Investors looking for better than market growth returns and diversification for their portfolios should consider investing in The Dual Momentum Fund."

    Tony P, Lawyer, Perth
  • “Greg Jude has been developing and honing the proprietary quantitative investment strategy used in The Dual Momentum Fund for most of the 25 years I have known him and the Fund has achieved its objective of outperforming the main stock indexes very well. Helm Capital has had some of its bigger clients in The Dual Momentum Fund and its predecessor the Meme Australian Share Fund since 2016 and I have been a personal investor for many years prior to that.  I am very pleased indeed with my involvement over all this time. It is not without its risks but these are well managed and are a lot less now that the fund invests in the much larger and deeper overseas markets. As a part of a share portfolio for clients who are happy to take some risks investing in international equities it is a very sound choice.“

    James H, Financial Adviser, Perth
  • “We are initial investors in the Fund. The Fund has added considerable diversity to our portfolio and produced excellent returns, as well as providing exposure to stocks that we would not ordinarily invest in.”

    Graeme J, Accountant, Perth
Proven Performance.

Over the last 15 years Meme Capital has focused on developing reliable technical and quantitative strategies as a means of using direct shares to create and protect long-term wealth. From July 2013 to March 2018 the strategy was deployed in the Australian sharemarket over which time it outperformed that market by over 4.0% per annum and with lower drawdowns. In March 2018 the strategy shifted focus to global sharemarkets. The returns to the right show the total return since inception of the strategy.

Why Invest in Quantitative Funds?

Our years of observation, investigation and research in equity markets have yielded a number of simple but self-evident truths

  • Investment gains are only made when investment prices increase
  • The largest gains are made in the largest moves
  • Price trends exist and price trends persist

The return aspect of our investment philosophy logically encapsulates these truths by targeting stocks whose share price is both increasing and outperforming the broad market.