funds 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

Buy Hold Sell

Conditions have been good for funds management in recent years. The stock market has been rising, funds have been flowing, and for some, performance fees have been paid. But nine years after the end of the GFC, has ‘the easy money been made’? To find out, we asked Chris Prunty... Show More

Patrick O'Reilly

When Keppel DC REIT (AJBU.SI) listed on 12 December 2014, it appeared different, at least when compared to a typical property trust. The company’s share price has increased almost 50% since listing, and while such a price rise might have some people questioning how expensive it is, there are plenty... Show More

Robert Frost

Blue Sky Alternative Investments Limited continued to re-rate following an excellent FY17 result that came in at the top end of their guidance range. Blue Sky had been largely under the radar of institutional investors but has become much better understood as a result of improved recent disclosure from management... Show More

Robert Frost

Blue Sky Alternative Investments reported a strong FY17 result at the top end of the guidance range after profitably exiting several private equity investments, adding to its credibility, particularly in the private equity space. 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

Chad Slater

In the spirit of lighter reading into Xmas season, this week's blog by Jack Lowenstein here at Morphic looks at a recent academic publication that examines if there is a link between the cars that Fund Managers chose and the risks they take in their fund. Turns out there is... Show More

Steve Johnson

I have been questioning the sustainability of the asset management gravy train for the best part of two decades. Fred Schwed was lamenting the lack of satisfactory outcomes for clients way back in 1940 when he wrote "Where are the Customers' Yachts?". A brief look at the BRW Rich List... Show More