active funds

Latest news and analysis on active funds

Equities

Why we're backing this ASX-listed fund manager trading on cheap valuation metrics

In this article, we discuss the investment case for a large scale global fund manager currently trading on attractive valuation metrics.
GQG
+2
Robert Gregory
Glenmore Asset Management
Equities

From Wagga to Wall Street. How I became a global equities investor

Andrew Macken, Montaka’s CIO, shares his personal journey of building a career in global equities in this insightful article.
Andrew Macken
Montaka Global Investments
Equities

Is there value on offer amongst the ASX fund managers?

In this article, we examine some of the key players in the ASX funds management sector, including discussion of recent bidding activity.
GQG
+2
Robert Gregory
Glenmore Asset Management
Equities

Where the fundies have lithium all wrong

Despite compelling evidence, fund managers continue to ignore, and as a result heavily discount, lithium brine projects.
BPT
+25
Luke Laretive
Seneca Financial Solutions
Funds

Stocks don't always fall when rates rise: 10 reasons why some active funds underperform

Stock markets always dive after interest rates rise, right? Wrong. Global stocks rise by an average of 9.2% in the 12 months after a US Federal Reserve rate hike,...
Glenn Freeman
Livewire Markets
5