alternative investment managers

In this video, I discuss the complexities of current market dynamics and where I see opportunities for value investing.

It was a good year for alternatives in 2022. Find out which major themes drove the top fund performance.

It only takes a brief walk-through of one’s local shopping center to realize how times have changed. I recently reminisced over the days where every second store was a...

In an era of heightened uncertainty, alternative assets represent a unique opportunity for retail investors to gain diversification benefits, reduced cyclicality and...

With interest rates at historical lows and looking to stay that way for the foreseeable future, we are seeing many investors looking at alternative asset managers...

As we approach the halfway mark of 2021 it’s fair to say there’s a lot going on. The first 100 days of the Biden presidency have elapsed, the COVID-19 vaccine is...

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

Small and Medium Enterprises (SMEs) have long been neglected by the banking sector in Australia. The amount of data required to assess the...

Deriving uncorrelated returns to traditional asset classes, as at January 2020 the Argyle Water Fund has returned 19.1% p.a. since inception (2012) by investing in...

Ben McGarry’s formative years as an investor were spent on the ‘sell side’ pitching ideas to local fund managers. It was during this time that he met Phil Mathews, a...