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Showing 91 - 100 of 384 results for "small caps"

Ironbark fund swaps managers

KANIKA SOOD  |  FRIDAY, 12 MAR 2021
... distributed by Ironbark is transitioning to a new fund manager, as the boutique managing it pivots away from broad-caps to small caps. The $25 million Ironbark Karara Australian Share Fund is currently managed by Karara Capital, and Ironbark acts as ...

Boutique buys back Montgomery stake

KANIKA SOOD  |  WEDNESDAY, 10 MAR 2021
... blog, according to the firm. The 10-year-old firm has in the past partnered with external managers like Montaka, and small caps investors from Mohr Asset Managemen t. It recently announced a distribution partnership with global equities manager Polen ...

Perpetual promotes on Aussie equities team

KANIKA SOOD  |  TUESDAY, 9 MAR 2021
... running since 1996. The smaller companies fund in December bid farewell to Dean Fremder, who was hired as a dedicated small caps analyst in 2019 to assist lead manager Jack Collopy. On Perpetual's global equities team, portfolio manager Garry Laurence ...

Colonial Super Retirement Fund rejigs managers

KANIKA SOOD  |  WEDNESDAY, 3 MAR 2021
... Alphinity Concentrated Australian Shares is taking Ausbil's spot, among other changes in the asset class. In Australian small caps, CFS Wholesale Small Companies Fund (Core) will be replaced by First Sentier's Australian Small Companies. The ...

Prime Value hires from MLC

ELIZA BAVIN  |  WEDNESDAY, 3 MAR 2021
... lets it play to its strengths across several asset classes. "Prime Value's approach can be seen in its concentrated small caps vehicle, the high performing Prime Value Emerging Opportunities Fund," he said. "Prime Value's unique approach applies to other ...

Industry fund awards $60m small caps mandate

KANIKA SOOD  |  MONDAY, 15 FEB 2021
A boutique founded by former the small caps team at UBS Asset Management has won a $60 million mandate from a $5.4 billion industry fund. TWUSUPER has selected Eiger Capital for the equities allocation. "This mandate furthers TWUSUPER's plan to ...

Lakehouse Capital adds return-to-work appointment

KANIKA SOOD  |  MONDAY, 1 FEB 2021
... workforce after extended absence. Antonella Petrella is joining Lakehouse Capital, which currently runs two funds: a small caps fund that is currently a top performer among its peers, and a global growth fund. Petrella has spent the last few years in ...

Global equities continue to soar: Report

KARREN VERGARA  |  THURSDAY, 21 JAN 2021
... delivered a median return of 4.4% per annum for the period - lower than the S&P/ASX200's 5.2% per annum. Aussie equities small caps delivered 7.5% p.a., which is above the benchmark's 6.1% p.a. In global equities, active core products outperformed the ...

Vanguard growth ETFs shine

KARREN VERGARA  |  WEDNESDAY, 20 JAN 2021
... little as 0.27% per annum in management fees, allocates 90% of funds to Vanguard's other passive strategies like small caps and emerging markets. VDGR has some $344 million in assets and similarly invests in underlying Vanguard funds, allocating ...

Departure at Perpetual small caps team

KANIKA SOOD  |  TUESDAY, 15 DEC 2020
A UBS sell-side analyst who joined Perpetual's small caps team last year has left. Dean Fremder was hired as a dedicated small caps analyst last year to assist lead manager Jack Collopy in 2019 after seven years at UBS's small-cap sales desk ...