asset management

Mark Tobin

FY18 was a strong year for both microcap and small caps indexes. Once again, microcaps significantly outperformed large caps. The S&P/ASX All Ordinaries Accumulation Index returned 13.7% for FY18 a healthy return. In contrast, the S&P/ASX Emerging Companies Index posted a stellar return of 23.2% for FY18. Leading to an... Show More

Jonathan Rochford

The decision by Harvard to terminate half of its investment staff and outsource funds management bucks the global trend to internalise funds management. The underperformance achieved in the last decade came despite Harvard having all the factors necessary to recruit and retain excellent fund managers. Harvard has a great brand... Show More

Patrick Poke

The legendary Howard Marks, founder of the US$100b Oaktree Capital, was recently interviewed by Barry Ritholtz on his Masters In Business podcast. The 75-minute long interview is wide-ranging, but as usual, his comments around investment strategy stood out. Show More

Microequities

This is the question most prospective investors of our managed funds and anyone interested in small cap investing ask us. Identifying investment ideas, whether it is ASX listed companies or global companies can come about many ways. It could be we stumble upon them by trawling through all the companies... Show More

Livewire Exclusive

Seth Merrin, the well-renowned founder of Liquidnet in New York says he’s seeing “a massive amount of interest amongst venture capitalists in FinTech” in the U.S. because they believe that Asset Managers, Brokers and Bankers could all be massively disrupted over the next 5-10 years. Merrin singles out the asset... Show More

Joanne Ma

The Boston Consulting Group has released its annual asset management report, titled 'Global Asset Management 2013: Capitalizing on the Recovery'. This year's research shows that the global asset-management industry has finally returned to a growth path, achieving a winning respite after four years of stalled growth. Both assets under management... Show More