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Showing 111 - 120 of 384 results for "Small caps"

Aussie small caps outperform

KARREN VERGARA  |  THURSDAY, 10 SEP 2020
Australian small-cap managers are blitzing league tables and outperforming most investment strategies during the global pandemic, Rainmaker research shows. Rainmaker's July Wholesale managed funds performance report reveals the best and worst fund ...

Wasatch adds APAC distribution lead

ANNABELLE DICKSON  |  WEDNESDAY, 12 AUG 2020
... strategically important Asia-Pacific region." The firm has AU$33.2 billion in assets under management and mainly invests in US small caps but has moved its process to identifying high quality growth businesses around the world. Wasatch also offers concentrated ...

Sydney Aussie equities manager trims fees

KANIKA SOOD  |  MONDAY, 10 AUG 2020
... $300 million large cap portfolio and the $1 billion plus LIC BKI Investment Company. The new fund holds 20-40 mid and small caps and is managed by Will Culbert and Tom Millner. The fee cut comes as it receives its first rating, from Lonsec as investment ...

Boutique appoints chief operating officer

KANIKA SOOD  |  MONDAY, 27 JUL 2020
... governance will be a significant asset to our business." Blue Orbit was set up in 2018 and is focused on quantitative small caps investing. Its institutional distribution is led by Julie Andrews, formerly the head of institutional at Vanguard Australia ...

Artisan teams up with Melbourne multi-boutique

KANIKA SOOD  |  WEDNESDAY, 1 JUL 2020
... experienced and proven investment team." Copia has boutique partners, all across equities: OC Funds Management (Australian small caps), Vertium Asset Management (Australian equity income), Chester Asset Management (high conviction Australian and Asian ...

IFM Investors equities co-head departs

KANIKA SOOD  |  MONDAY, 29 JUN 2020
... outperformed the benchmark by more than 4% per annum since inception in March 2012." Before joining IFM to start its small caps strategy, Carter worked at Macquarie Investment Management as a division director. He crossed over with two others from the ...

Prodigy boutique finds new strategic partner

KANIKA SOOD  |  WEDNESDAY, 24 JUN 2020
... escaped multi-boutique Prodigy's demise, has found a new strategic partner who is acquiring a 50% stake in the small caps equities boutique. Warakirri Asset Management is the investor, and will also provide capital to support the expansion of the ...

Best Australian equities funds, with risk considered

KANIKA SOOD  |  FRIDAY, 19 JUN 2020
... three categories: active core (tracking error of 1 to 5% per annum), high performance (tracking error of 5% plus), small caps (outside the S&P/ASX 100) considering their monthly returns for the three years ending March 2020. In addition to the headline ...

Aberdeen Standard launches new fund

ELIZA BAVIN  |  WEDNESDAY, 10 JUN 2020
Aberdeen Standard Investments (ASI) has launched a new global small caps fund, offering access to high-growth opportunities and portfolio diversification. ASI said the fund aims to provide investors and financial advisers with access to a high-conviction ...

Small caps soar amid accelerated revolution

ALLY SELBY  |  THURSDAY, 21 MAY 2020
Although the last two months have been marked by increased volatility and disruption, small caps have largely outperformed. During March, small caps performed broadly in line with their larger counterparts, with the ASX Small Ordinaries Index dropping ...