Our Philosophy

OUR PHILOSOPHY AND WHAT WE DO

Sustainable. Opportunistic. Patient.

Vega is a global investment management and data science firm employing the latest in financial mathematics research to generate returns for the benefit of our investors.

Based in Sydney, Vega Capital is run by Founder and Portfolio Manager Scott Shuttleworth. At its foundation, the Vega Fund runs on many years of in depth study of the financial markets from both a fundamental and quantitative perspective.

Our core aim is simple, to generate the highest returns possible for investors regardless of whether the markets are up or down and without excessive risk taking.

“You get recessions, you have stock market declines. If you don’t understand that’s going to happen, then you’re not ready, you won’t do well in the markets.” – Peter Lynch

The Vega Difference

Our philosophy is simple and can be explained via a backtest study of the stock market during the Global Financial Crisis. A stock market investment would have reduced in value by almost 40 per cent and a cash strategy would’ve risen a mere 5 per cent which after taxes and inflation is rather little.

By utilising a quantitative strategy which focuses on economic fundamentals, a portfolio can achieve a much better outcome. Our back test demonstrates how over 2008, The Vega Fund would have theoretically doubled its capital employed.

From this example our philosophy is emphasised, that is to generate high returns in all market environments with more volatile markets being an opportunity to do even better.

"We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful."
- Warren Buffet

 

IMPORTANT INFORMATION

It is important that you read this notice carefully before proceeding further. It contains legal and regulatory statements relevant to the information contained on this website. By accessing this website, you agree to be bound by the terms and conditions below. When you have read the following information, please click on "I agree" to continue to the website.

This section of the website is for wholesale, professional or sophisticated investors only, within the meaning of the Corporations Act 2001 (Cth). Consequently, the content of this section of the website is intended for use only by persons having professional experience in matters relating to investments and must not be accessed or relied upon by any other person including, without limitation, retail clients. By clicking “I have read and understood this disclaimer” at the end of this page, you confirm that you are a wholesale, professional or sophisticated investor and you are not a retail client.

None of the information published or made available via this website is intended to be published or made available in any jurisdiction where to do so would result in the breach of any applicable law or regulation in that jurisdiction. This section of the website is not directed at you if we are prohibited by any law of any jurisdiction from making the information on this section of the website available to you. You should satisfy yourself before accessing this section of the website that we would be allowed to advertise investments and investment services to you under the laws and regulations of your jurisdiction.  This section of the website is not for use by "US Persons". A "US Person" is defined by US laws and regulations in force from time to time. If you are resident in the US, or as a corporation or other entity are organised under US law or administered by or operated for the benefit of a legal or natural US person, you should take professional advice to determine whether you are a US Person and you should not access this section of the website until you are sure that you are not a "US Person".

Under no circumstances should any information contained in this website be regarded as an offer or solicitation to deal in investments in any jurisdiction including, but not limited to, the United States of America. Neither Vega Capital Pty Ltd (“Vega”) nor any investment products mentioned on this website are registered under United States securities laws and, subject to certain limited exceptions, may not be offered, sold, transferred or delivered in the United States or to US persons.

You should be aware that past performance is no guarantee of future performance.

Nothing in this website should be regarded as investment advice. If you are unsure as to whether the investments described in this site are suitable for you, we strongly recommend that you seek professional advice from a financial adviser. Persons should consult their professional advisers as to whether they require any governmental or other consents in order to invest in the products described on this website. References in this website to specific securities should not be taken as a recommendation to buy or sell those securities, but are included for the purposes of illustration and/or information only.

Although reasonable care has been taken to ensure that the information set out herein is accurate, no representation or warranty, express or implied, is made as to its accuracy or completeness. Information on this website may be changed without prior notice. Neither Vega nor any of its affiliates accepts any liability for any loss, either direct or indirect, incidental or consequential, arising out of any information on this site not being true and accurate.

This website may contain or link to content which is generated by third parties. Following links to any other websites shall be entirely at your own risk.

The information on this website is confidential and is protected under copyright law.  No information or material contained on this site may be reproduced, distributed , transmitted, displayed or commercially exploited without the written consent of Vega.

Vega Capital is a Corporate Authorised Representative (No. 001264482) of Alpha Securities Pty Ltd (ACN 124 327 064) AFS Licence No. 330757.

You must accept the disclaimer to continue.