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Showing 121 - 130 of 157 results for "Concentrated Portfolio"

Bigger doesn't always mean better

RUTH LIEW  |  MONDAY, 31 AUG 2009
... companies doesn't always generate the best diversification as the GFC has proven - sparking a time to revisit concentrated portfolio strategies to reap better returns, said Aberdeen Asset Management. For Andrew McMenigall, senior investment manager at ...

Pinnacle to distribute Capital International

MICHELLE BALTAZAR  |  FRIDAY, 3 APR 2009
... Both global equities teams follow a fundamental investing-focused strategy except Aberdeen manages a more concentrated portfolio. Both teams have also gone through periods of short-term underperformance but have boasted solid long-term returns. This ...

Magellan Global tops overseas shares manager list

MICHELLE BALTAZAR  |  TUESDAY, 20 JAN 2009
... performer, the Bernstein Strategic Value, which lost 43.7 per cent over the year. The fund invests in a concentrated portfolio of 25 stocks in global infrastructure, financials and consumer staples sector. Douglass said it is because they know the financials ...

Morgan Stanley launches Aus Eq fund

RUTH LIEW  |  THURSDAY, 11 DEC 2008
... selection and disciplined risk management. This approach is consistent with MSIM globally and the fund boasts a concentrated portfolio of between 20 and 30 Australian stocks. The MSIM Australia strategy has generated an annualised return of 11.2 per ...

AXA IM targets Aus instos

MICHAEL HOBBS  |  FRIDAY, 29 AUG 2008
... capability across catastrophe bond (cat bonds) and life settlements. The firm's fund of hedge fund product is a concentrated portfolio of 40 managers using 12 different strategies. AXA IM forms part of AXA Group's asset management business that also ...

Bellwether secures debut mandate

RUTH LIEW  |  THURSDAY, 17 JUL 2008
... consultant, Counterpoint Group, invested the mandate in the Bellwether Australian Share Fund, which offers a concentrated portfolio of large cap Australian stocks. The mandate amount was not disclosed. Since its inception in 2004, Bellwether's Australian ...

Int'l equities full of quality: S&P

MICHAEL HOBBS  |  MONDAY, 31 MAR 2008
A Standard & Poor's international equities review found more than half of the funds had achieved either four or five star ratings. The report analysed 62 large cap and nine small cap international equities funds and found six had been awarded five star ...

Zenith rates EII Global 'highly recommended'

... billion-plus fund, which is one of seven institutional fund managers on the Macquarie Professional Series, has a concentrated portfolio of 40 to 60 securities selected from Asia, Europe and the US. In the last six months, a period when the global REIT ...

Good times keep rolling for ASX funds

ALEX DUNNIN  |  MONDAY, 16 JUL 2007
The resources boom and one-off gains from merger and acquisition activity underpinned the fourth consecutive year of above-20 per cent returns for the Australian Securities Exchange (ASX), with the market benchmark posting a heady 29.2 per cent, said ...

Blood and Gore fund sustainable

... staff including 12 investment professionals. It invests in long-only, global and public equities with a concentrated portfolio of 30 to 50 companies. The group has offices in London and Washington with plans to open an office in Melbourne next year. ...