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Showing 1 - 10 of 22 results for "Lonsec for"

Lonsec appoints chief executive

KANIKA SOOD  |  WEDNESDAY, 12 MAY 2021
... replacing former chair Jeff Bresnahan. The executive changes follow Generation Development Group buying a 37% stake in Lonsec for about $20.1 million last year.

Lonsec bolsters investment team

ALLY SELBY  |  TUESDAY, 22 SEP 2020
... addition to Green's promotion, Lonsec has also appointed Chad Troja as head of direct equities. Troja has worked with Lonsec for nearly three years as a senior equity analyst, having previously worked as an investment analyst at Catholic Church Insurance ...

Nikko AM adds BDM

JAMIE WILLIAMSON  |  TUESDAY, 21 MAY 2019
... equities offering to independent financial advisers and growing dealer groups. Casey was a business development manager at Lonsec for 18 months, prior to which he was a senior business development manager at Rainmaker for about three years. He commenced ...

Copia hires from Zenith

KANIKA SOOD  |  WEDNESDAY, 23 JAN 2019
... research. Prior to Zenith Investment Partners, he was the head of marketing at Legg Mason for nine years. He worked at Lonsec for five years and Mercer for three years. He has also consulted for fund managers such as Merricks Capital. Copia chief operating ...

IOOF research boss tenders resignation

ALEX BURKE  |  MONDAY, 18 DEC 2017
... combination of recruiting additional experienced staff and partnering with both Morningstar, for direct equities support, and Lonsec for managed funds support to provide additional capabilities." Before IOOF, Drennan was chief investment officer of SFG ...

Former Lonsec chief executive joins Perpetual

ALEX BURKE  |  FRIDAY, 24 NOV 2017
... depth and breadth of experience joining the Perpetual Investments team," Lane said. Gillespie held the top post at Lonsec for more than three years. She joined Lonsec in 2000 as a senior investment analyst before taking on multiple roles, including head ...

Insight fund recommended

JAMIE WILLIAMSON  |  MONDAY, 27 MAR 2017
Insight Investment received a 'Recommended' rating from Lonsec for one of its funds. In awarding the Insight Diversified Inflation Plus Fund with the rating, Lonsec acknowledged the strengths of Insight's investment process, its history of multi-asset ...

BetaShares managed fund receives rating

EMMA RAPAPORT  |  MONDAY, 20 MAR 2017
Manager of exchange-traded products BetaShares has been awarded a 'Recommended' rating from Lonsec for its Managed Risk Global Share Fund. Launched in February 2016, the Managed Risk Global Share Fund provides exposure to a broadly diversified portfolio ...

J.P. Morgan fund highly recommended

EMMA RAPAPORT  |  THURSDAY, 9 FEB 2017
The JPMorgan Global Research Enhanced Index Equity Fund has been rated 'highly recommended' by Lonsec for the second consecutive year. In its assessment, Lonsec acknowledged J.P. Morgan's years of experience and significant research in these types of ...

Principal fund receives strong ratings

JAMIE WILLIAMSON  |  THURSDAY, 3 NOV 2016
... Opportunities Fund has received ratings from both Lonsec and SQM Research. The fund has been labeled 'Recommended' by Lonsec for the third consecutive review, while it has maintained a 'Superior' rating from SQM for consistently outperforming its peers ...
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