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Showing 111 - 120 of 390 results for "small caps"

Clime to wind up Australian value fund

KANIKA SOOD  |  TUESDAY, 17 NOV 2020
... Clime Asset Management's head of investments Adrian Ezquerro, investment director Ronni Chalmers, portfolio manager for small caps Jonathan Wilson and portfolio manager for ASX 100 stocks Vincent Cook. Returns were 5.7% since inception p.a. for the retail ...

Ironbark to wind up emerging markets fund

KANIKA SOOD  |  FRIDAY, 13 NOV 2020
Ironbark Asset Management has terminated an emerging markets small caps fund, after the underlying manager decided to close. The Ironbark Copper Rock Emerging Markets Opportunities Fund aimed to beat the MSCI Emerging Markets Small Cap Index (in AUD) ...

Chief economist update: RBA does the limbo rock

BENJAMIN ONG  |  WEDNESDAY, 4 NOV 2020
... Melbourne Cup Day board meeting on November 3, with big capitalisation stocks - Top 100 up by 1.9% -- and little ones - small caps up by 2.1%, equally performing well. Fixed income markets - them who are most sensitive to interest rate movements - were ...

Active manager performance slumps: SPIVA

KARREN VERGARA  |  TUESDAY, 29 SEP 2020
... benchmark over longer periods. The SPIVA scorecard evaluated returns of over 910 Australian equity funds (large, mid and small caps, and A-REITs), 463 international equity funds and 116 Australian bond funds.

Boutique launches Aussie equities fund

KANIKA SOOD  |  TUESDAY, 15 SEP 2020
... Capital's New South Wales adviser distribution lead, as a regional manager for NSW and Queensland. Its last launch was a small caps strategy in 2018, for which it hired Schroders European portfolio manager Sam Twidale to co-manage with DNR Veteran ...

High performance funds significantly underperform: Research

ALLY SELBY  |  FRIDAY, 11 SEP 2020
... category, Australian Unity Platypus Australian Equities for high performance and Lakehouse Small Companies Fund for small caps. There was a stronger relationship between returns and volatility among small cap funds, with those funds with higher beta ...

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 ...