listed investment companies

The only pure-tech listed investment company on the ASX, Bailador Technology Investments (BTI, 93c) adheres to a simple charter of providing investors with a one-stop exposure to emerging local innovators with a decent chance of cracking a global market in the same vein as Afterpay, Atlassian or Wisetech Global.But despite... Show More

The listed investment company (LIC) and listed investment trust (LIT) market in Australia has been growing steadily, with its total market cap up nearly 12 per cent over the past year to $42.3 billion and the number of listings rising nearly 6 per cent. However, this remains just a fraction... Show More

On the 23rd of May, eight fund managers will present their best ideas at The Future Generation Investment Forum. The line up this year looks exceptional and boasts a feature Q&A session between Magellan's Hamish Douglass and leading AFR journalist, Tony Boyd. It's an opportunity to hear some fresh ideas... Show More

If I told you that your best chance of finding an investment fund that is going to outperform in the future would be to screen for the worst performing funds in the past, you might think I was crazy. But one of the things we like to see when we’re... Show More

Listed investment companies (LICs) can provide investors with an interesting opportunity; purchasing a portfolio of securities below the intrinsic NTA value. However, 30% of the 114 LICs were trading at a discount greater than 10% at the end of January. Show More

In my column today I reflect on the explosion in fund managers raising money via LICs/LITs and how these vehicles allow them to legally circumvent the Future of Financial Advice laws that expressly ban payments of conflicted sales commissions to brokers/advisers selling funds to retail investors (click on this link... Show More

As an investment consultant and Portfolio Manager with a focus on the listed investment fund space (LICs and LITs) one comment/question I sometimes get from advisers and investors is “why wouldn’t I just pick my own LICs/LITs?” After all, isn’t that the point? You outsource the stockpicking and picking fund... Show More

In this presentation, I will help you breakdown a process you can use to analyse LIC’s. Show More

This article intends to help investors understand the history of the LIC market that led to the innovation of LIC options, as well as the current LIC option market. It will furthermore provide a user guide should an investor own or wish to own LIC options. Show More

Funds oriented to growth stocks such Hamish Douglass’s Magellan have been the rock stars in recent times, which makes value funds such as Templeton the crooner on stage at the RSL club belting out hits from the 1960s. Show More