Search Results | Showing 91 - 100 of 361 results for "High conviction" |
| | | ... strength," Garnsey added. Magellan last week announced it is removing its currency hedging strategy in the Magellan High Conviction Trust to reduce the downside risk to the portfolio when equity markets and the value of the Australian dollar are both ... |
| | | | ... will change the way we live over the next decade. The Global Thematic Focus Fund will consist of three to six high conviction investment themes with a portfolio of 35 to 50 stocks that directly relate to them, rather than a benchmark. The investment ... |
| | | | ... risk to the portfolio when equity markets and the value of the Australian dollar are both declining. Magellan High Conviction Trust will move to an unhedged approach to foreign currency exposures while retaining the flexibility to reduce the impact of ... |
| | | | ... also has plans to expand its capabilities via the new office, including private capital direct investment and high conviction equities. "I'm excited to add new asset classes and broaden our pool of expertise across Asia Pacific," Chan said. "In particular ... |
| | | | ... funds included the Greencape Broadcap Fund (10.1% p.a.), Alphinity Sustainable Share Fund (9.4% p.a.), Greencape High Conviction Fund (8.8% p.a.), Bennelong Twenty20 Australian Equities Fund (8.1% p.a.), and the Australian Unity Platypus Systematic Growth ... |
| | | | ... Currie's Edinburgh-based Global Long-Term Unconstrained (GLTU) team, led by Zehrid Osmani. The GLTU strategy is a high conviction portfolio focused on long-term outperformance and backed by proprietary and systematic fundamental research. HESTA's investment ... |
| | | | ... healthcare leaders such as Lilly, Bristol-Myers Squibb, Resmed and Gilead Sciences, he said. Meanwhile, GOAT is a high conviction international equity portfolio of at least 50 attractively priced wide moat companies as determined by Morningstar, VanEck ... |
| | | | ... Management (Australian small caps), Vertium Asset Management (Australian equity income), Chester Asset Management (high conviction Australian and Asian equities), ECP Asset Management (high conviction growth Australian equities) and Artisan Partners ... |
| | | | ... gradually reopens. That's according to Pengana Capital Group portfolio manager Amy Pham, responsible for the firm's High Conviction Property Securities Fund, who argued that COVID-19 had created both opportunity and risk in the AREIT sector. "COVID-19 ... |
| | | | ... Magellan is waiting for a few dominoes to fall before it pulls the trigger and deploys cash from its global and high conviction funds. Having increased the cash balances across both its high conviction and global equities funds strategies by the end ... |
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