Fund in Focus

Fund in Focus: QV Equities Limited (ASX: QVE)

As much as 62% of the total market cap of the ASX300 comes from the top 20 companies alone. Stocks outside the top 20, which have market caps of $15 billion or less,...
QVE
Simon Conn
IML
Fund in Focus

Fund in Focus - State Street Australian Equity Fund

The current period of economic expansion is one of the longest in history, with US GDP growing for a record 124 months while Australia is now in its 29th year without...
Bruce Apted
State Street Global Advisors
Fund in Focus

Fund in Focus: Allan Gray Australia Equity Fund

Going against the herd with every investment you make is extremely tough mentally. By nature, people tend to conform. One of the ways people make decisions is to look...
Julian Morrison
Julian Morrison
Allan Gray
Fund in Focus

Fund in Focus: Schroder Absolute Return Income (Managed Fund) Chi-X code: PAYS

We know that low cash rates and bond yields have made accessing income increasingly challenging. As a result, investors are going further up the risk spectrum to buy...
Schroders Australia
Schroders
Fund in Focus

Fund in Focus: Pengana International Equities Limited

Pengana International Equities Limited gives investors access to a long-only portfolio of 30-50 global equities through a Listed Investment Company (ASX: PIA). The...
Pengana Capital
Pengana Capital
Pengana Capital Group
Fund in Focus

Fund In Focus: Firetrail Absolute Return Fund

As a boutique manager with a focus on high-conviction investments in the Australian equities market, we at Firetrail Investments possess a combined 140 years of...
Patrick Hodgens
Firetrail Investments
Fund in Focus

Fund In Focus: Pengana Private Equity Trust

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...
Pengana Capital Group
Pengana Capital Group
Fund in Focus

Fund In Focus: Magellan Infrastructure Fund

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...
Magellan Investment Partners
Magellan
Fund in Focus

Fund In Focus: Alphinity Sustainable Share Fund

Alphinity seeks to invest in quality, undervalued companies that can deliver an ‘earnings surprise’ to drive outperformance. We have found that a positive earnings...
Stephane Andre
Alphinity Investment Management
Fund in Focus

Fund In Focus: Ardea Real Outcome Fund

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...
Gopi Karunakaran
Ardea Investment Management
Fund in Focus
Sponsored

Fund in Focus: A new tool for Livewire members

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...
Livewire Exclusive
Livewire Markets
Fund in Focus

Fund In Focus: Centennial Asset Management

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....
Matthew Kidman
Centennial Asset Management
Fund in Focus

Fund In Focus: Avenir Global Fund

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%. That volatility is...
Adrian Warner
Adrian Warner
Avenir Capital
Fund in Focus

Fund In Focus: Eley Griffiths Group Small Companies Fund

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...
Eley Griffiths
Eley Griffiths Group
Fund in Focus

Fund In Focus: Pendal Income & Fixed Interest funds

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...
Vimal Gor
Vimal Gor
Pendal Group
Fund in Focus

Fund In Focus: Wilson Asset Management

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...
WAA
WAM
WAX
+3
Chris Stott
Chris Stott
Portfolio Manager
Fund in Focus

Fund In Focus: PM Capital

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,...
Paul Moore
PM Capital
Fund in Focus

Fund In Focus: The Monash Absolute Investment Fund

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...
Simon Shields
Monash Investors
Fund in Focus

Fund In Focus: AIM Global High Conviction Fund

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...
Charlie Aitken
Charlie Aitken
Aitken Investment Management
Fund in Focus

Fund In Focus: Jamieson Coote Bonds Active Bond Fund

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...
Charlie Jamieson
Jamieson Coote Bonds
Fund in Focus

Fund In Focus: Cooper Investors Global Equities Fund

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...
Christopher Dixon
Christopher Dixon
Cooper Investors
Fund in Focus

Fund In Focus: Munro Global Growth Fund

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...
Nick Griffin
Munro Partners
Fund in Focus

Fund In Focus: Quay Global Listed Property Fund

Quay Global Investors is a boutique investment manager focused on wealth preservation and creation through innovative strategies in real estate securities. Since...
Chris Bedingfield
Quay Global Investors
Fund in Focus

Fund In Focus: Fidelity Asia Fund

In 2005, Fidelity International launched its Asia Fund to give clients access to growth opportunities in the Asian region. It’s since delivered an annualised net...
Catherine Yeung
Fidelity International
Fund in Focus

Fund In Focus: Katana Australian Equity Fund

The Katana Australian Equity Fund (KAEF) is a long-only, actively managed investment fund that invests in a range of Australian listed companies. Since inception in...
Romano Sala Tenna
Katana Asset Management
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