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Listed Managed Investments: Monthly review

Peter Rae

Independent Investment Research

In our latest monthly Listed Managed Investments update, we look at the outperformance of small cap LMI’s, the headwinds large cap LMI’s are facing from the banks, and the tailwinds the international LMI’s are enjoying from strong global markets.

We also discuss our initiation of PM Capital Global Opportunities Fund, outline some LMI’s we are undertaking research on, as well as some new offers in the pipeline. In addition we put the spotlight on Ellerston Global Investments, managed by an investment management team with significant global equities experience. The management fee is one of the lowest of the peer group, and we think the removal of the options overhang is a positive for potential new investors.

 

 

 

 

 

 

 


Peter Rae
Peter Rae
Independent Investment Research

Peter has 35 years’ experience in the banking and finance industry, including 15 years as an equities analyst. Peter was a sector head in the equities research team at Morningstar with a focus on consumer and industrial companies.

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