Derivatives and Quantitative Strategist

Gaudenz Schneider

Equity Bottom-Up

<ul>
<li>
Context: This Insight follows up on previously highlighted relative value opportunities, using a statistical methodology based on mean-reversion to identify opportunities in paired securities.</li>
<li>
 Highlights: In Australia, currently four pair trade opportunities persist across two sectors.</li>
<li>
Why read: Statistical analysis offers a unique perspective on relative value. Gain insights into actionable statistical pair trade opportunities and monitor performance of previously highlighted pairs.</li>
</ul>



Context: This Insight follows up on previously highlighted relative value opportunities, using a statistical methodology based on mean-reversion to identify opportunities in paired securities.

 Highlights: In Australia, currently four pair trade opportunities persist across two sectors.

Why read: Statistical analysis offers a unique perspective on relative value. Gain insights into actionable statistical pair trade opportunities and monitor performance of previously highlighted pairs.


Australia: Relative Value Opportunities and Pair Trades (29 Sep 2026)

<ul>
<li>
Context: The <a href="https://www.smartkarma.com/entities/aub-group-limited" target="_blank" data-smartkarma-citation="entities:11179:1" rel="noopener">AUB Group (AUB AU)</a> vs. <a href="https://www.smartkarma.com/entities/steadfast-group-ltd" target="_blank" data-smartkarma-citation="entities:8181:1" rel="noopener">Steadfast (SDF AU)</a> price ratio has deviated more than two standard deviations from its one-year average, presenting a potential relative value opportunity.</li>
<li>
Highlight: Going long <a href="https://www.smartkarma.com/entities/aub-group-limited" target="_blank" data-smartkarma-citation="entities:11179:1" rel="noopener">AUB Group (AUB AU)</a> and short <a href="https://www.smartkarma.com/entities/steadfast-group-ltd" target="_blank" data-smartkarma-citation="entities:8181:1" rel="noopener">Steadfast (SDF AU)</a> targets a 11% return.</li>
<li>
Why Read: Essential for quantitative traders seeking mean-reversion opportunities, with detailed execution framework, risk management protocols, and historical simulation showing the statistical basis for this relative value play.</li>
</ul>



Context: The AUB Group (AUB AU) vs. Steadfast (SDF AU) price ratio has deviated more than two standard deviations from its one-year average, presenting a potential relative value opportunity.

Highlight: Going long AUB Group (AUB AU) and short Steadfast (SDF AU) targets a 11% return.

Why Read: Essential for quantitative traders seeking mean-reversion opportunities, with detailed execution framework, risk management protocols, and historical simulation showing the statistical basis for this relative value play.


AUB Group (AUB AU) Vs Steadfast (SDF AU): Aussie Insurance Brokers Hit Pair Trade Trigger

Smartkarma AI Primers, Smartkarma

αSK Primers

Smartkarma AI Primers

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

<ul>
 <li>AUB Group is a leading equity-based insurance brokerage network in Australia and New Zealand, successfully expanding its global footprint through a disciplined and aggressive M&amp;A strategy, most notably with the acquisitions of Tysers and Prestige in the UK.</li>
 <li>The company has a consistent track record of strong financial performance, characterized by double-digit compound annual growth in revenue, net income, and dividends, driven by both organic growth and strategic acquisitions.</li>
 <li>Future growth is expected to be propelled by the integration of recent acquisitions, realizing cost and revenue synergies, continued bolt-on M&amp;A in a consolidating industry, and leveraging its scale and specialist capabilities to enhance margins.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  AUB Group is a leading equity-based insurance brokerage network in Australia and New Zealand, successfully expanding its global footprint through a disciplined and aggressive M&amp;A strategy, most notably with the acquisitions of Tysers and Prestige in the UK.
  The company has a consistent track record of strong financial performance, characterized by double-digit compound annual growth in revenue, net income, and dividends, driven by both organic growth and strategic acquisitions.
  Future growth is expected to be propelled by the integration of recent acquisitions, realizing cost and revenue synergies, continued bolt-on M&amp;A in a consolidating industry, and leveraging its scale and specialist capabilities to enhance margins.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: AUB Group Limited (AUB AU) - Aug 2026

<ul>
<li>
Context: This Insight follows up on previously highlighted relative value opportunities, using a statistical methodology based on mean-reversion to identify opportunities in paired securities.</li>
<li>
Highlight: Currently eight pair trade opportunities across three markets and four sectors persist.</li>
<li>
Why read: Statistical analysis offers a unique perspective on relative value. Gain insights into actionable statistical pair trade opportunities and monitor performance of previously highlighted pairs. </li>
</ul>



Context: This Insight follows up on previously highlighted relative value opportunities, using a statistical methodology based on mean-reversion to identify opportunities in paired securities.

Highlight: Currently eight pair trade opportunities across three markets and four sectors persist.

Why read: Statistical analysis offers a unique perspective on relative value. Gain insights into actionable statistical pair trade opportunities and monitor performance of previously highlighted pairs. 


Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (25 Aug)

<ul>
<li>
Context: The <a href="https://www.smartkarma.com/entities/aub-group-limited" target="_blank" data-smartkarma-citation="entities:11179:1" rel="noopener">AUB Group (AUB AU)</a> vs. <a href="https://www.smartkarma.com/entities/insurance-australia-group-ltd" target="_blank" data-smartkarma-citation="entities:712:1" rel="noopener">Insurance Australia Group (IAG AU)</a> price ratio has deviated more than two standard deviations from its one-year average, presenting a potential relative value opportunity.</li>
<li>
Highlights: Going long <a href="https://www.smartkarma.com/entities/aub-group-limited" target="_blank" data-smartkarma-citation="entities:11179:1" rel="noopener">AUB Group Limited (AUB AU)</a> and short <a href="https://www.smartkarma.com/entities/insurance-australia-group-ltd" target="_blank" data-smartkarma-citation="entities:712:1" rel="noopener">Insurance Australia Group (IAG AU)</a> targets a 14% return.</li>
<li>
Why Read: Essential for quantitative traders seeking mean-reversion opportunities, with detailed execution framework, risk management protocols, and historical simulation showing the statistical basis for this relative value play.</li>
</ul>



Context: The AUB Group (AUB AU) vs. Insurance Australia Group (IAG AU) price ratio has deviated more than two standard deviations from its one-year average, presenting a potential relative value opportunity.

Highlights: Going long AUB Group Limited (AUB AU) and short Insurance Australia Group (IAG AU) targets a 14% return.

Why Read: Essential for quantitative traders seeking mean-reversion opportunities, with detailed execution framework, risk management protocols, and historical simulation showing the statistical basis for this relative value play.


AUB (AUB AU) Vs. Insurance Australia (IAG AU): Broker–Insurer Gap Opens 14% Stat Arb Opportunity

Australia

AUB Group Limited provides financial services. The Company offers equity-based risk management, insurance broking, and specialist underwriting agencies, as well as focuses on risk solutions for clients and strengthening our partners risk advisory capabilities.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
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Dividend (Yield)	0.00

AUB Group Limited (AUB AU)

Australia: Relative Value Opportunities and Pair Trades (29 Sep 2026)

Discover four pair trade opportunities across two sectors using statistical mean-reversion methodology for actionable insights.

Gaudenz Schneider

AUB Group (AUB AU) Vs Steadfast (SDF AU): Aussie Insurance Brokers Hit Pair Trade Trigger

11% target return as rival Australian insurance brokers diverge, creating a fresh pair trade opportunity. Essential for quantitative traders...

Gaudenz Schneider

Primer: AUB Group Limited (AUB AU) - Aug 2026

AUB Group is a leading equity-based insurance brokerage network in Australia and New Zealand, successfully expanding its global footprint...

αSK Primers

Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (25 Aug)

Quantitative analysis identifies eight pair trade opportunities across three markets and four sectors, offering unique insights into relative value.

Gaudenz Schneider

AUB (AUB AU) Vs. Insurance Australia (IAG AU): Broker–Insurer Gap Opens 14% Stat Arb Opportunity

Pair trade with 14% target return as the AUB vs. Insurance Australia Group price ratio presents a potential relative value opportunity for traders...

Gaudenz Schneider

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Australia: Relative Value Opportunities and Pair Trades (29 Sep 2026)

​Discover four pair trade opportunities across two sectors using statistical mean-reversion methodology for actionable insights.

Gaudenz Schneider

AUB Group (AUB AU) Vs Steadfast (SDF AU): Aussie Insurance Brokers Hit Pair Trade Trigger

11% target return as rival Australian insurance brokers diverge, creating a fresh pair trade opportunity. Essential for quantitative traders...

Gaudenz Schneider

Primer: AUB Group Limited (AUB AU) - Aug 2026

AUB Group is a leading equity-based insurance brokerage network in Australia and New Zealand, successfully expanding its global footprint...

αSK Primers

Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (25 Aug)

​Quantitative analysis identifies eight pair trade opportunities across three markets and four sectors, offering unique insights into relative value.

Gaudenz Schneider

AUB (AUB AU) Vs. Insurance Australia (IAG AU): Broker–Insurer Gap Opens 14% Stat Arb Opportunity

​Pair trade with 14% target return as the AUB vs. Insurance Australia Group price ratio presents a potential relative value opportunity for traders...

Gaudenz Schneider

Discover four pair trade opportunities across two sectors using statistical mean-reversion methodology for actionable insights.

Quantitative analysis identifies eight pair trade opportunities across three markets and four sectors, offering unique insights into relative value.

Pair trade with 14% target return as the AUB vs. Insurance Australia Group price ratio presents a potential relative value opportunity for traders...