fund 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


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

Nikko Asset Management Australia

Liquidity continues to be an ongoing concern for fixed income participants and market regulators globally. Recent high profile failures of funds run by Third Avenue Management, Stone Lion Capital Partners and Lucidus Capital Partners sparked somewhat of a panic, at least in credit markets. The main cause of these failures... Show More

PM Capital

Kevin Bertoli, Portfolio Manager at PM Capital, says he is spending a lot of his time in conversation with the management of listed companies to understand the impact of higher rates. Bertoli says the feedback from the companies they are invested in suggests that the economy is travelling along nicely.... Show More

Wilson Asset Management

External research house Zenith Investment Partners revealed the winners of the 2015 Fund Awards last Friday 9 October. We are very pleased to announce that Wilson Asset Management won the Listed Investment Companies category for the second year in a row. The event, held in Sydney, was attended by more... Show More