Bennelong Australian Equity Partners

Bennelong Australian Equity Partners is an award-winning boutique fund manager focused on investing in Australian listed equities. The business was founded in 2008 by Mark East in partnership with Bennelong Funds Management.

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Earnings unlikely to be as strong as expected

Bennelong Australian Equity Partners

While reporting season will set the scene for the year ahead, investors can expect a subdued local economy and share market in 2017, while the international backdrop will be more positive. As always, reporting season will turn on how companies perform against expectations. Outside the mining sector, the market in... Show More

resources ASX:BXB ASX:CSL Longform

Being BAEP: Profiting from turnarounds

Bennelong Australian Equity Partners

Turnaround stocks can be very rewarding for investors, but at the same time they come with considerable risk. The problem lies in the fact that successful turnarounds are rare and reasonably difficult to identify easily in advance. In this edition of Being BAEP we consider some of the things to... Show More

risk opportunity Longform Turnaround

One quality smallcap still under the radar

Bennelong Australian Equity Partners

New stock ideas can come from all sorts of places. Sometimes you stumble across a new idea when researching another stock. The CEO might endorse a supplier or customer, or better yet, give credit to a competitor. For example, shopping centre managers are a very good source of identifying which... Show More

Longform ASX:MHJ

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