The Perpetual Equity Investment Company Limited (ASX: PIC) is a listed investment company that provides a simple and transparent way to invest in a diversified portfolio of high quality Australian and global listed securities. PIC first listed on the ASX in December 2014 and has an established track record of... Show More
The world can’t handle higher interest rates. Volatility is back and will continue to rise. If you’re an investor overextended in the risk curve, this will be problematic. As a result of quantitative easing, central banks have driven asset prices to record highs, while yields to record lows. Show More
Wilson Asset Management (WAM) was founded in 1997 by Geoff Wilson. Since then, WAM has gone on to launch seven LIC’s with over $3 billion in shareholder capital. The flagship fund, WAM Capital, has delivered 17.5% p.a. since inception (August 1999), outperforming the ASX All Ords by 9.2% p.a. Show More
Monash Investors has announced an initiative aimed at closing the persistent discount in shares of the MA1 listed investment company. Monash will undertake a simultaneous equal access buy back and share purchase plan. Show More
PM Capital’s goal is to build long term wealth by investing in global markets with patience and conviction. We believe in always acting and investing independently, with integrity and in the best interests of our co-investors - even if that means respectfully disagreeing with the rest of the market. Since... Show More
Monash Investors is an absolute return manager focused on Australian equities. I founded Monash together with Shane Fitzgerald in 2012, bringing over 50 years’ worth of combined experience. Show More
We’re undergoing a period of rapid change. In a world where technology makes up 20% of the MSCI World Index, investors’ portfolios should reflect the future, not the past. This means looking beyond the ASX 200, where technology has a weighting close to zero. Show More
Jamieson Coote Bonds (JCB) is an active manager of high-grade bonds specialising in duration management and security selection. JCB's investment process involves deep macro and technical analysis, investment execution and risk management to defend and protect portfolios over time. Show More
Peter Cooper founded Cooper Investors in 2001. Through a long-only, employee-aligned equity strategy, we’ve been able to deliver 17 years of outperformance. Since inception, our Global Equities Fund (Hedged) has delivered returns of over 310%, or 152% over the MSCI AC World Index. Show More
Munro Partners is an absolute return manager with a core focus on global growth equities. We target meaningful returns after all fees, and utilising our proprietary investment process we’ve managed to achieve that for 12 years. Since its launch in August 2016, our Munro Global Growth Fund has delivered a... Show More
Quay Global Investors is a boutique investment manager focused on wealth preservation and creation through innovative strategies in real estate securities. Since inception, the fund has returned 14.22% to its investors, 4.77% over the benchmark. Show More
In 2005, Fidelity launched its Asia Fund to give clients access to growth opportunities in the Asian region. It’s since delivered an annualised net return of 10.84% (2.22% over benchmark). Show More
Self-Managed Super Funds (SMSFs) typically invest in a rather narrow range of assets: equities, fixed income, property, private equity or infrastructure, and cash. Ashley Burtenshaw, Partner at Gryphon Capital Investments, says these assets are increasingly correlated under the label of ‘risk-on assets’, reducing the benefits of diversification. Show More
The domestic Residential Mortgage-Backed Securities (RMBS), and broader securitisation market has historically been restricted to institutional investors. However, the Gryphon Capital Income Trust (GCIT) offers a unique investment opportunity in providing exposure to this market for retail investors. Show More
Once upon a time, investors seeking a reliable 7% yield from their investment could simply park their cash in a term deposit. These days, yields on those products are a shadow of their former selves, barely even keeping ahead of inflation. Show More
Montgomery Global’s investment team is launching a new Exchange Traded Managed Fund that will be quoted on the ASX next month. Montgomery Global Equities Fund (ASX: MOGL) will share the investment strategy of the successful Montgomery Global Fund, which delivered an after fees return of 30.38% since inception, beating its... Show More
Perpetual’s Global Equities team are “true to label” value stock pickers. They use a tried-and-tested methodology, developed at Perpetual over 50 years, to uncover companies with the greatest long-term potential. Garry Laurence, Portfolio Manager, says “As an active, value manager, with a bottom-up investment process, we do not attempt to... Show More
Platinum Asset Management’s new Quoted Managed Funds began trading on the ASX yesterday. The Platinum International Fund - Quoted Managed Fund (ASX:PIXX) and the Platinum Asia Fund - Quoted Managed Fund (ASX:PAXX) will be structured as feeder funds into Platinum’s two flagship unlisted funds, the Platinum International Funds (PIF) and... Show More
The Magellan Global Trust is a new investment vehicle to be listed on the ASX that is designed to offer investors a steady income stream from a global equities investment fund; specifically, a target cash distribution of 4% p.a. Other features include a reinvestment plan that provides a 5% discount... Show More
Results from the inaugural stockbroker asset allocation survey were published in April this year. It’s the only information available on how this important part of the market is implementing portfolios. Three interesting points to arise were that generating income was listed as the most important objective, portfolios were heavily skewed... Show More