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Showing 111 - 120 of 157 results for "Concentrated Portfolio"

Mason Stevens releases global equity managed account

ELISE BURGESS  |  WEDNESDAY, 4 MAY 2011
... (Private) Investments. In an exclusive offering for managed accounts clients, the Mason Stevens Global Concentrated Portfolio is highly concentrated and will hold 15 to 20 global equities as advised by Caledonia according to their established approach ...

Invesco switches quant team to value, ratings on hold

ALISON BEVEGE  |  TUESDAY, 12 APR 2011
... is different form the one the Invesco quantitative strategies team follows," he said. "We expect a more concentrated portfolio to be produced due to the fundamental nature of Concord's investment approach." O'Brien said the Wholesale Australian Share ...

Insync hires senior portfolio manager

ELISE BURGESS  |  THURSDAY, 20 JAN 2011
... has over 16 years experience in global and emerging market equities. Prior to Seilern where he managed a concentrated portfolio of 20-30 global leaders, Desmond was co-founder and chief investment officer of Africa's largest independent asset manager ...

Trinity3 names SMA portfolio managers

ELISE BURGESS  |  TUESDAY, 18 JAN 2011
Bendigo and Adelaide Bank gives financial advisers a taste of what to expect from the group's newly-established platform, Trinity3, after the bank unveiled the first set of investment managers it intends to use for its model portfolios. Today the bank ...

Aubrey opens local fund

PRESS RELEASE  |  THURSDAY, 29 JUL 2010
... global equities strategy through its partner, Treasury Group. The Aubrey Global Conviction fund is a highly concentrated portfolio of 40-50 international stocks. The fund replicates the existing Aubrey UK fund, which has a three-year track record and ...

Tyndall launches share income fund

MICHAEL HOBBS  |  TUESDAY, 29 JUN 2010
... business at Tyndall, said the strategy is different to other income share funds on the market because it's a concentrated portfolio. "It's the best stocks that offer that dividend. A lot of the other funds on the market are quite diversified like a passive ...

Vice fund underperforms S&P 500 by 13pc

MICHAEL HOBBS  |  FRIDAY, 5 MAR 2010
... the fund has outperformed the S&P 500 by over one per cent, returning more than six per cent. The fund's concentrated portfolio holds Phillip Morris International, Lorillard, Lockhead Martin Corporation, British American Tobacco, Carlsberg and Raytheon. ...

S&P gives DNR three stars

COMPANY RELEASE  |  FRIDAY, 4 DEC 2009
... and has been proactive in the development of the Australian SMA sector. The model portfolio represents a concentrated portfolio of predominantly Australian large- to mid-cap equities. "Since it was established in October 2002, the model portfolio has ...

Wingate appoints senior analyst

COMPANY RELEASE  |  TUESDAY, 24 NOV 2009
... investment team is lead by Chad Padowitz (chief investment officer). Wingate invests conservatively in a concentrated portfolio of high quality companies from around the world. It identifies stocks offering fundamental value and only invests in companies ...

Treasury Group to announce Souls strategy

MICHAEL HOBBS  |  WEDNESDAY, 11 NOV 2009
... performance of recent years," said a Morningstar report. "[The strategy's] penchant for micro-caps and a concentrated portfolio come with heightened risks, which is why we're less convinced about the future of this strategy without Villante." However ...