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Showing 1 - 10 of 11 results for "Stephen Wood"

Industry fund awards $60m small caps mandate

KANIKA SOOD  |  MONDAY, 15 FEB 2021
... without exhausting their capacity limits," TWUSUPER chief investment officer Edward Smith. Eiger Capital was founded by Stephen Wood, Victor Gomes and David Haddad in March 2019. The trio previously worked together for eight years at UBS Asset Management ...

UBS small caps team launches boutique

KANIKA SOOD  |  TUESDAY, 2 APR 2019
... kicking off a boutique at Challenger's multi-boutique business Fidante Partners with a new unit trust in the works. Stephen Wood, Victor Gomes and David Haddad worked together for eight years on the UBS Australian Small Companies Fund which had $400 ...

UBS small cap SIV fund gets Zenith tick

MARK SMITH  |  WEDNESDAY, 2 DEC 2015
... three years. "We are delighted to be given a recommended rating by Zenith," said the fund's co-portfolio manager Stephen Wood. "We hope that our successful strategy and track record continues to bring the investors of the UBS Australian Companies SIV ...

UBS enters SIV space

MARK SMITH  |  WEDNESDAY, 2 SEP 2015
... Australian small cap product which has been designed specifically for clients seeking a SIV compliant fund," said Stephen Wood, co-portfolio manager for the new fund. "The UBS small caps team has been offering small cap funds to the Australian market ...

FSC puts pressure on Ross ahead of FWC court hearing

JAMES FERNYHOUGH  |  TUESDAY, 3 JUN 2014
The Financial Services Council has challenged Fair Work Commission (FWC) President Iain Ross to declare whether he intends to stand down from the superannuation expert panel. The letter, which requests a number of clarifications on comments Ross made ...

Bennelong and Legg Mason get ratings boosts

MATT WOODINGTON  |  FRIDAY, 2 SEP 2011
The recently established small caps fund, Bennelong Avoca Emerging Leaders Fund, received a 'recommended' rating from Zenith Investment Partners. The fund is a joint venture between Bennelong Funds Management and Avoca Investment Management and is co-owned ...

UBS lost fund finds a manager

ALISON BEVEGE  |  THURSDAY, 28 APR 2011
... month. Victor Gomes, most recently a portfolio manager at Selector Funds Management, will co-manage the fund alongside Stephen Wood, the sole remaining manager. Gomes, who has 17 years of investment management experience, also co-founded boutique Australian ...

UBS staff gone, ratings on hold

ALISON BEVEGE  |  MONDAY, 18 APR 2011
... leave' pending their May 3 departure from UBS. It is not known whether they intend to set up their own boutique fund. Stephen Wood, executive director and portfolio manager, who has been with UBS for 17 years, has been given responsibility for the management ...

UBS in talks with small-caps team

ALISON BEVEGE  |  WEDNESDAY, 6 APR 2011
... spokesperson told Financial Standard. The Financial Review had reported that all three members of the small caps team: Stephen Wood, John Campbell and Jeremy Bendeich, were setting out on their own. UBS stated this was incorrect, only two were in discussions. ...

Fear is the poison apple

RUTH LIEW  |  WEDNESDAY, 20 FEB 2008
... irrational 'fear', notes a behavioural finance expert. US-based Russell Investment Group senior portfolio strategist, Stephen Wood, acknowledged the current global equity markets crisis but noted that the sector is historically a strong vehicle to churn ...
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