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

Fund in Focus

Totus Alpha Fund: Superior, uncorrelated, risk-adjusted returns

The ASX200 index fell by a staggering 21.2% in March 2020. This was its worst month on record, and many equity funds suffered similar declines. In this dire...
Livewire Exclusive
Livewire Markets
Funds

James McNabb - The COVID effect on credit

Managing a credit portfolio across several asset-backed loans (and previously corporate loans), James and the team at Aquasia's enhanced credit fund have returned...
David Clark
Koda Capital
Funds

Is the Rebound Risky?

“In finance, everything that is agreeable is unsound and everything that is sound is disagreeable.” Winston Churchill With the S&P 500 Index enjoying a rebound of ~28%...
Chad Padowitz
Talaria Asset Management
Funds

The economy is not the market

The jaw-dropping economic data keeps rolling in, with massive falls in GDP and huge surges in unemployment across the major economies painting a truly desperate...
Alex Cowie
Alex Cowie
Funds
Sponsored

Riding the market with Monash Investors

Monash Investors aims to achieve high rates of absolute returns by investing in a small number of compelling stocks with considerable upside while shorting expensive...
Livewire Exclusive
Livewire Markets
Funds

The Value Case for Uber Technologies

“I have no way to value it and neither does Steve because they need to increase prices to have a sustainable (presumably smaller) business … I just see that y’all are...
Steve Johnson
Forager
Rapid Fire

5 reasons this fundie is bullish right now

2019 feels like a distant memory. In case you forgot, it was a bumper year for equities with ~20% returns across most stock indices. WAAAX stocks were defying gravity,...
APT
IEL
KGN
Livewire Exclusive
Livewire Markets
Rapid Fire

This isn't stimulus... it's compensation

Whether you think the pandemic was a black swan, a white swan or a pink one, the fact is that no one started 2020 with their portfolios positioned for a bowl of bat...
Alex Cowie
Alex Cowie
Funds

ETF ‘ants’ about to crawl through the US

Globally, passive ETFs have dominated market share when compared to actively managed ETFs. However, against a backdrop of extreme market volatility, there’s increasing...
Chris Meyer
Pinnacle Investment Management Limited
Funds

The time of reckoning for funds with illiquid assets is here

A time of reckoning for those super and other funds offering ready access to investors while holding large exposures to illiquid assets was going to come one day. Most...
Dominic McCormick
Independent
Funds

Podcast: Adrian Redlich - Double digit returns from asset backed debt

Adrian runs the Merricks Capital Partners Fund, a fund that provides senior asset secured debt to real estate, agriculture & occasionally infrastructure. The fund...
David Clark
Koda Capital
Funds

Ben McGarry - Going Long In Capital Preservation - Podcast

The Totus Capital Alpha Fund is up 9% CYTD for 2020, during a period when global equity markets have rerated significantly. Throughout the episode, Ben discusses the...
David Clark
Koda Capital
Funds

Current tips from legendary investor, Howard Marks

Legendary investor Howard Marks from Oaktree Capital recently released his latest client memo. This time centering on COVID 19 and its effects on markets.In it were...
Camilla Love
eInvest
Funds

How to high grade your portfolio the Cooper Investors way

Active fund managers tell us that a major part of their research process is company visits and field research. Access to management, site visits and interactions with...
James Marlay
Livewire Markets
Funds
Sponsored

Lowe by name, low by nature

Australia is in uncharted territory. With the Reserve Bank of Australia officially turning to unconventional monetary policy, what should investors expect and how...
Fidelity International
Fidelity International
Funds

Triple Threat: Drought, Fires & Corona

Can the Aussie economy take it anymore? We’ve had the triple threat of drought, bushfires and now COVID 19.The RBA has just put in place another 25bps cut as we speak...
Camilla Love
eInvest
Funds

Platinum: Calm, cautious and cashed up

Andrew Clifford and the team at Platinum Asset Management have an advantage over most investors, and it’s not just the decades of investing experience they have racked...
+1
James Marlay
Livewire Markets
Funds
Sponsored

High returns, limited volatility

Private equity is an asset class that can deliver attractive returns without the volatility found in the listed equity market. Research from one of Australia’s leading...
Livewire Exclusive
Livewire Markets
Fund in Focus

Fund in Focus: Fidelity Global Emerging Markets Fund

According to McKinsey & Co, by 2025, annual consumption in emerging markets will reach $30trn, a milestone they described as “the biggest growth opportunity in the...
Alex Duffy
Alex Duffy
Fidelity International
Collections

Myths and risks of unlisted assets

Unlisted assets have risen in popularity in recent times (as discussed in the first part of this series), in part due to their less volatile nature and the returns on...
Patrick Poke
Livewire Markets
Expert Insights
Sponsored

An immediate opportunity to invest in tomorrow’s leaders

Federation is a private equity fund that invests in growing businesses that meet a social and economic need in areas like renewables, childcare and health. The core of...
Livewire Exclusive
Livewire Markets
Funds

Six factors for selecting superior fundies (past performance isn’t one)

In the mid-1990s, Stephen Deschenes set out to build an algorithm that could help investors consistently select superior fund managers. In effect, it was one of the...
James Marlay
Livewire Markets
Fund in Focus

Fund in Focus: State Street Multi-Asset Builder Fund

Investors have enjoyed extremely strong returns over the last decade. But when we ask them about the biggest challenges they face today, two risks stand out in...
Daniel Farley
State Street Investment Management
Fund in Focus

Fund in Focus: QV Equities Limited (ASX: QVE)

As much as 62% of the total market cap of the ASX300 comes from the top 20 companies alone. Stocks outside the top 20, which have market caps of $15 billion or less,...
QVE
Simon Conn
IML
Funds

SiteMinder: Australia's latest tech platform valued over $1bn

SiteMinder is the global market leader in hotel guest acquisition software. The business has over 36,000 subscription customers in more than 100 countries, and a year...
David Kirk
David Kirk
Bailador Technology Investments
801-825 of 974
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