Coolabah Capital Investments
Cheryl Lim, CFA, is a highly skilled finance professional with extensive experience across various roles in investment analysis and teaching. Since November 2021, Cheryl has been serving as a Credit Analyst at Coolabah Capital Investments. Prior to this, Cheryl worked at AustralianSuper as a Senior Investment Analyst from January 2018 to October 2021, focusing on capital markets, fixed income, currency, cash, and property. Cheryl's academic background includes a Bachelor of Commerce (Finance) and a Bachelor of Laws (Honours) from Monash University, where Cheryl also excelled in teaching finance courses as a Teaching Associate from January 2016 to December 2017, achieving a commendable student satisfaction score. Additional experience includes an Investment Banking internship at Citi and a role as a Taxation and Treasury Assistant at Mercedes-Benz Australia.
Coolabah Capital Investments
Coolabah Capital Investments (CCI) is a leading active credit alpha manager that is responsible for managing numerous institutional mandates, the Smarter Money Investments’ product suite, the Coolabah Active Composite Bond Fund (Hedge Fund) (CXA:FIXD) and the BetaShares Active Australian Hybrid ETF (ASX: HBRD). CCI manages over $8 billion in funds under management. CCI’s edge is in “alpha” generation in liquid, high-grade credit in contrast to traditional fixed-income strategies that drive returns through adding more interest rate duration risk, credit default risk, and/or illiquidity risk (or “beta”). This alpha is a function of the world-class analytical insights rendered by CCI’s human capital, which includes over 38 executives with a long-term track-record of delivering prescient macro and quant insights. In 2019, CCI’s portfolio managers were selected as one of FE fundinfo’s Top 11 “Alpha Managers” based on their risk-adjusted performance across all asset-classes.