Did you know that 98% of all companies in Europe and the US with revenues in excess of $10 million are not listed? Not only that, but the number of listed companies have been steadily decreasing since the mid 1990’s. In collaboration with Chicago based Grosvenor Capital Management, the Pengana... Show More
Fund in Focus
As a boutique, active, core equities investment manager, our aim is simple and effective: to identify opportunities across market cycles and invest in quality, undervalued companies with underestimated forward earnings expectations. The Alphinity Global Equity Fund seeks to build a portfolio of international stocks that is well diversified across different sectors,... Show More
Fund in Focus
Infrastructure and utility stocks have been around a long time – the oldest listed utility, Consolidated Edison of the US, traces its listing to 1824. Yet it wasn't until the 1990s that the asset class became a viable option for everyday investors. More than 350 infrastructure and utility companies are... Show More
The Fidelity Global Emerging Markets Fund was started in 2013. Since inception, the fund has outperformed the benchmark, delivering 9.59% p.a. (net) to investors. Show More
Alphinity seeks to invest in quality, undervalued companies that can deliver an ‘earnings surprise’ to drive outperformance. We have found that a positive earnings surprise is likely to be followed by a period of sustained positive earnings revisions/surprises driving share price out performance. Likewise, negative surprises drive underperformance. Show More
When we talk to investors, there seems to be three common concerns around fixed income. Aren’t yields too low? Won’t there be capital losses if rates rise? Is it game over to reach for yield? Show More
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We recently conducted a survey asking readers, “What's the biggest challenge you face when it comes to investing?” One common response was: Knowing who to invest with - and why. Learning about funds, and finding out what makes them different, is part of our role at Livewire. It’s often not... Show More
Centennial Asset Management was founded three years ago by myself together with Gary Joffe and Glen Poswell. We are a long/short equity fund focused on ASX small caps. Show More
Over a 12-month period, 35% of the companies in the S&P500 saw their share price change by more than 50%. 73% saw their share price change by 30%. Show More
Fund in Focus
Founded 15 years ago, Eley Griffiths Group is an independent, staff owned, small-cap fund manager. Our investment process has been tested through all market conditions, but more importantly, it has also outperformed over the short and long-term. A $25,000 investment in the Eley Griffiths Group Small Companies Fund in September... Show More
