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

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Investing in smaller companies

I recently had the opportunity to present to the investors attending the Australian Shareholders Association’s (ASA) LIC Showcase event. Spheria has a focus on...
BGA
BKL
+2
Marcus Burns
Spheria Asset Management
Funds
Sponsored

Selecting LICs/LITs to suit your portfolio

We believe that right now, LICs and LITs are a valuable addition to any investment portfolio. I recently presented at the ASA Listed Investment Company Showcase events...
+5
Daryl Wilson
Affluence Funds Management
Funds
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Achieving absolute returns

I recently spoke at the Australian Shareholders Association’s LIC Showcase. In this 20 minute presentation I cover: Investing for absolute returns, LIC discounts and...
Simon Shields
Monash Investors
Funds

Spotlight on Ellerston Global Investments

In its latest LMI Monthly Update, Independent Investment Research places the spotlight on Ellerston Global Investments, a heavily discounted listed investment company...
+25
Peter Rae
Peter Rae
Independent Investment Research
Fund in Focus

Fund in Focus: Pengana International Equities Limited

Pengana International Equities Limited gives investors access to a long-only portfolio of 30-50 global equities through a Listed Investment Company (ASX: PIA). The...
Pengana Capital
Pengana Capital
Pengana Capital Group
Funds

Beware "Cheap" Debt in a Deflationary World

Our roadshow around Australia took place in July and August. If you couldn’t make it, a recording of the event is available on our Youtube channel. Despite the funds’...
Steve Johnson
Forager
Funds

Israel - Necessity is the mother of invention

Recently I toured Israel with Koda Capital Partner Will Douglas and Ibex Investors to gain insights into the Ibex Israel investment fund. On the four day tour we...
David Clark
Koda Capital
Funds

Listed managed investments market review

In its latest LMI Market Review, Independent Investment Research (IIR) provides detailed coverage of 59 listed investment companies, listed investment trusts and...
+24
Peter Rae
Peter Rae
Independent Investment Research
Expert Insights
Sponsored

Access regular income from a globally trusted investor

Urs Wietlisbach, Partner & Co-Founder of Partners Group, recently met with investors to discuss the proposed listing of the Partners Group Global Income Strategy...
Livewire Exclusive
Livewire Markets
Funds

Opportunities and risks in the evolving LIC/LIT market

VGI Partners, founded in 2008, has been one of the successes of the local investment/hedge fund industry in recent years. Investment returns have been strong in their...
+2
Dominic McCormick
Investment Consultant
Funds
Sponsored

VGI Partners sets new precedent with Asian listed investment company

After 11-years of running a single investment strategy, VGI Partners is launching a second strategy via a new listed investment company. VGI Partners Asian Investments...
Livewire Exclusive
Livewire Markets
Funds

The Polymath - Rugby World Cup winning captain David Kirk discusses Bailador, his ASX listed technology investment company.

Rugby World Cup winning captain and captain of industry David Kirk discusses Bailador, his ASX listed technology investment company. Bailador Technology Investments...
David Clark
Koda Capital
Funds

3 underappreciated attributes of great fund managers

Picking great fund managers is not as easy as it looks. Producing a few years of outperformance is hard enough, but to do it repeatedly over long periods of time is a...
Patrick Poke
A Rich Life
Funds

Managing LIC discounts and premiums

Over last 12 months listed investment company (and trust) discounts have widened and, where they existed, premiums have narrowed or turned into discounts. This waxing...
+12
Peter Rae
Peter Rae
Independent Investment Research
Funds

Podcast - Lending money to countries such as Zimbabwe requires skill, knowledge, and experience.

Lending money to countries such as Zimbabwe requires skill, knowledge, and experience. Stephen discusses how Global Evolution has become a global leader in...
David Clark
Koda Capital
Rapid Fire

Volatility is the mother of opportunity

It was a somewhat unique situation to be interviewing a former colleague when I sat down with Marcus Bogdan, CIO at Blackmore Capital recently. So, I have been across...
BXB
COL
CSL
+2
Alex Cowie
Alex Cowie
Rapid Fire

Catherine Allfrey: Look over the horizon

In Australia we’re fortunate to have some very talented women in funds management. Catherine Allfrey is one of them. After a chance encounter at a Wesfarmers event in...
IEL
MQG
James Marlay
Livewire Markets
Funds

The problem with ETFs

The Big Short’s Michael Burry has likened passive index funds and ETFs to subprime CDOs. He is the guy who made a small fortune betting against CDOs in 2007-2008. ...
Marcus Padley
Marcus Today
Funds

Lifting the lid on Cooper’s latest offering

Cooper Investors (CI), the $13 billion funds management house from Melbourne, has managed to stay surprisingly under-the-radar for most of its 18 years in existence,...
Patrick Poke
A Rich Life
Funds

5 reasons to attend the 2019 listed investment company showcase

Best in breed fund managers in Australian equities, global equities and fixed income will present at the 2019 listed investment company (LIC) showcase this October....
+8
James Marlay
Livewire Markets
Funds

Why ‘alternative’ listed investment trusts are coming to the ASX

I don’t have a background in wealth management and like many of you I’m learning by reading articles from wealth professionals and speaking with more experienced...
+3
James Marlay
Livewire Markets
Expert Insights
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Legalised insiders

Urs Wietlisbach, Partner & Co-Founder of Partners Group, says the biggest difference between public and private markets is that the returns are better in private...
Livewire Exclusive
Livewire Markets
Funds

Listed managed investments year in review

FY2019 will be associated with one word when market participants look back, and that is volatility. Bookended by relatively benign first and last quarters, the second...
+15
Peter Rae
Peter Rae
Independent Investment Research
Funds
Sponsored

Partners Group brings a new source of regular income to the ASX

Partners Group, which manages $120 billion in assets globally, has a credo of “The client is in the middle”, with a sign on the Investment Committee’s wall reminding...
Livewire Exclusive
Livewire Markets
Expert Insights
Sponsored

Safer investments, better margins

It’s not often that you encounter an investment that hasn’t had a negative year of returns. Partners Group started investing in private debt in 2006 and have an...
Livewire Exclusive
Livewire Markets
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