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Showing 91 - 100 of 157 results for "Concentrated Portfolio"

Prime Value Opportunities Fund added to BT Wrap

MARK SMITH  |  THURSDAY, 24 JUL 2014
... Opportunities Fund accepted onto the BT Wrap platform. The Prime Value Opportunities Fund invests in a concentrated portfolio of equities. During turbulent times it has the ability to allocate up to 100% holdings in cash. Launched in November 2012, the ...

Altair AM joins HUB24 platform

LAURA MILLAN  |  TUESDAY, 22 APR 2014
Altair Asset Management's Income Portfolio and Concentrated Portfolio are available on the HUB24 investment platform. "The HUB24 platform is ideally suited to our [separately managed account] SMA strategy given their broad dealer group coverage and ...

K2 AM launches International Fund

HARRY PAGE  |  THURSDAY, 27 FEB 2014
... Thomson. The management fee is 1% and the portfolio will consist of the team's highest conviction ideas in a concentrated portfolio of 20-40 stocks. Google, Comcast and Walt Disney are top holdings. The fund is a departure from K2's stable of long-short ...

Federation platform adds Pengana Aussie Equities Fund

LAURA MILLAN  |  THURSDAY, 30 JAN 2014
... fund's investment mandate allows it to hold up to 100% in cash if suitable investments can't be found and a concentrated portfolio of 20-25 stocks. The top five holdings as at December 2013 were DUET Group, ANZ Bank, Telstra, Resmed and National Australia ...

RBA rate cut on cards

MARK SMITH  |  TUESDAY, 21 JAN 2014
A lack of strength in the Australian economy could force the Reserve Bank (RBA) into another rate cut, according to Goldman Sachs Asset Management (GSAM) investment manager Angus Bell. Even in a best case scenario Bell doesn't see Australia's record ...

Artisan awarded Morningstar US International Manager of the Year

LAURA MILLAN  |  TUESDAY, 21 JAN 2014
Artisan Partners' David Samra and Dan O'Keefe have been awarded Morningstar's International-Stock Fund manager of the Year for 2013 in the United States. Artisan Global Value team manages the Artisan Global Value and International Value Funds and it ...

Henderson global fund opens for business

MARK SMITH  |  MONDAY, 2 DEC 2013
... said. "Change, at either a company or a sector level is constant - we seek out such change and invest in a concentrated portfolio of companies whose share prices we believe have 50% upside as a result of that change. Our team is confident that the Henderson ...

Henderson set for first fund launch in Australia

MARK SMITH  |  FRIDAY, 22 NOV 2013
... launch its first fund to Australian investors by the end of the year. The Henderson Global Equity Fund is a concentrated portfolio, comprising around 30-40 equally weighted stock positions. It has been managed by the group's head of global equities Matthew ...

Henderson to grow local presence through "buy and build" approach

MARK SMITH  |  TUESDAY, 16 JUL 2013
... been previously owned by AMP." The global growth strategy is managed by Matt Beasley and is made up of a concentrated portfolio of around 30-40 stocks. Each position is evenly weighted in the portfolio and is aimed at providing investors with access ...

Prime Value launches concentrated equities fund

LAURA MILLAN  |  THURSDAY, 30 MAY 2013
Boutique fund manager Prime Value has launched its first new fund in almost 12 years, after moving further into the retail space from its family office- focused origins. The Prime Value Opportunities Fund, a concentrated equities fund structured to ...