Quantara Asset Management was established to provide investors with an alternative to the more traditional forms of investment management. The founders, Zac Zacharia and Jason Dixon, bring over 40 years of combined investment advisory and management experience. Their approach is grounded in a mechanical and rules-based methodology, removing emotional bias from decision-making processes to dynamically adjust asset allocations to market conditions and ultimately outperform. The name “Quantara” reflects their unique approach, utilizing Quantitative, Fundamental, and Technical analysis to provide a comprehensive and objective view of investment opportunities.
Quantara’s investment philosophy focuses on achieving superior risk-adjusted investment returns through a combination of quantitative selection criteria for Australian and US listed index ETFs and LICs, active asset allocation management, and strict risk management rules. By blending stable core investments with lowly-correlated satellite portfolios, Quantara aims to create alpha for the overall portfolio while reducing the probability of large drawdowns during market downturns. This approach offers investors a refreshing alternative to traditional active managed funds and passive buy-and-hold strategies, aiming to deliver capital growth over a minimum time frame of 5 years.
With a commitment to providing investors with access to their proprietary investment philosophy, Quantara offers a managed investment account service that delivers actively-managed investment accounts within the Pan Pacific Equities Investment Portfolio. Zac Zacharia and Jason Dixon, with their expertise in financial markets and investment advisory, lead the team in identifying undervalued investment opportunities in domestic and international markets. Through their unique blend of Fundamental, Quantitative, and Technical analysis, Quantara aims to help investors achieve outperformance while minimizing emotional biases in investment decision-making.