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Discover listed and unlisted funds with expertise across the full spectrum of markets.

Funds

Cryptocurrencies: Are they really a new asset class?

Daniel Pickering is the CIO at The ListedReserve, a fund manager that runs several strategies that invest across the cryptocurrency ecosystem.Being at an important...
David Clark
Koda Capital
Funds
Sponsored

Active ETFs: Combine expertise and flexibility in just one trade

Active Exchange Traded Funds are an easy way for investors to access the investment expertise of fund managers and diversify their portfolio. For example, Fidelity’s...
Fidelity International
Fidelity International
Fund in Focus

Resilient returns in the face of adversity

Unlisted companies valued at less than US$100 million are among the most attractive global investment opportunities over the next year or two, says Schroders...
Schroders Australia
Schroders
Fund in Focus

Prime Value: Small-cap returns without ratcheting up risk

Shooting the lights out (as an investor) is great, but even many small-cap investors need to strike more of a balance between risk and reward. As a family office...
NWS
REA
+1
Livewire Exclusive
Livewire Markets
Expert Insights

How L1 is resetting its portfolio after a bumper 12 months

To say that the past year has been a good one for investors in L1 Capital’s Long Short Fund (ASX:LSF) would be an understatement. Investment returns and the share...
+5
Livewire Exclusive
Livewire Markets
Funds

Livewire’s Top-Rated Funds Series is coming soon

On 1 June, Livewire Markets will launch a new series featuring a list of Australia's 100 top-rated funds. This series will put a spotlight on some of Australia's most...
James Marlay
Livewire Markets
Funds
Sponsored

We've been helping people get from "Can I?" to "I can" for nearly 90 years

A global investment manager, we've helped investors succeed by remaining true to our values and approach. They include a distinctive way of managing money, an...
Capital Group
Capital Group
Expert Insights

100 "super encouraging" signs of recovery

L1 Capital’s founders tapped the collective wisdom of vaccine companies from around the world in pandemic-proofing their portfolio. CIOs Mark Landau and Raphael Lamm...
Livewire Exclusive
Livewire Markets
Funds

Tim King: Investing for a better future

In this episode, David Clark, partner at Koda Capital, speaks with Tim King, founder and chief investment officer (CIO) of the investment management firm, Melior....
David Clark
Koda Capital
Funds
Sponsored

Superior returns without duration risk

The driver of a large amount of fixed-income performance over the last decade has been the secular decline in long-term interest rates. As 10-year government bond...
Livewire Exclusive
Livewire Markets
Funds
Sponsored

Investing in tomorrow’s leaders

Looking for the next big thing? We're already onto it. The Lennox Australian Microcap Fund is an actively managed portfolio of 20 to 40 microcap companies listed in...
James Dougherty
Lennox Capital
Funds

David Witkin - Special-Purpose Acquisition Companies

Beryl Capital is a strategy run by David Witkin that has typically invested in merger arbitrage opportunities. This strategy has delivered investors net returns over...
David Clark
Koda Capital
Funds

LIC dividend coverage

With reporting season well and truly behind us, we thought we’d take a look at the state of LIC balance sheets as it pertains to dividend coverage. The company...
Claire Aitchison
Independent Investment Research
Funds
Sponsored

How Perpetual's tried-and-trusted process beat the market

The COVID-19 pandemic, resulting lockdowns and border closures caused chaos in March last year as the Australian sharemarket sell off set new records for all the wrong...
Vince Pezzullo
Perpetual Asset Management (Australia)
Fund in Focus

How global-listed infrastructure can protect your portfolio from drawdowns

Whitehelm is a specialist infrastructure manager with over 23 years of investment experience. Over this time, Whitehelm has established an outstanding track record...
Livewire Exclusive
Livewire Markets
Funds

Opportunities fund delivers returns of over 23% p.a. since 2013 via Asymmetric Investing

Producing annualized returns of 23.33% p.a. since inception May 2013 to Feb 2021, the Arnott Opportunities Fund has outperformed the MSCI by over 15% p.a.; and in this...
David Clark
Koda Capital
Funds

The impact of COVID-19 on LIC/LIT dividends and distributions

Continuing with our analysis of the COVID effects on the LMI sector in our last edition, this month we look at the effects on dividends/distributions paid over the...
+78
Claire Aitchison
Independent Investment Research
Funds

Robust engagement and sustainable high-quality returns

Morgan Stanley Investment Management (MSIM) is adamant that understanding ESG risks and opportunities is required for successful long-term compounding. There is a...
Livewire Exclusive
Livewire Markets
Funds

Droga's secret weapon gives him an edge in the pre-IPO space

Over the summer, the much-admired but seldom seen, BlueLake Partners fund manager Daniel Droga sat down to chat with Centennial Asset Management's...
Mia Kwok
Mia Kwok
Livewire Markets
Funds

Investing in disruption - Catherine Wood (ARK Invest) - Recast

In this special recast, we're trying something a little different. Returning 300% since episode 5 was published in November 2017, ARK has grown into a global...
David Clark
Koda Capital
Funds
Sponsored

How to get income from property without the commitment of direct investment

Property prices are rising across Australia and industry commentators expect the momentum to continue. If you’re looking for income, and a way to invest in the...
Livewire Exclusive
Livewire Markets
Funds

$1 trillion of new mine investment needed

Today’s macroeconomic settings are increasingly supportive of commodity prices, with the impact of enormous fiscal programs globally and the rising threat of inflation...
A4N
+4
Michael Houghton
Lucerne Funds Pty Ltd
Funds

Greenwashing your portfolio: what to do with dirty stocks

Critics of cancel culture rejoice - there's a case for holding on to your stocks through a growing decarbonisation trend. It's not enough to just throw your dirty...
Mia Kwok
Mia Kwok
Livewire Markets
Funds

John Hempton - Mass Mania

John comes back onto Inside The Rope to highlight his views of the market, including the current volatility and headline-grabbing trades such as the Gamestop short...
David Clark
Koda Capital
Funds

The impact and recovery of LMIs from the COVID-19 downturn

This month we take a look at the impact and recovery of listed managed investments (LICs and LITs) from the COVID-19 downturn in 2020. 2020 was certainly a...
+80
Claire Aitchison
Independent Investment Research
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