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Showing 131 - 140 of 384 results for "small caps"

Boutique shuts doors

KANIKA SOOD  |  FRIDAY, 24 JAN 2020
A small caps boutique founded by former UBS investors has decided to close after two institutional investors pulled back their money. Avoca Investment Management was set up by J eremy Bendeich and John Campbell in 2011, with the backing of multi-millionaire ...

Global equities enjoy strongest year since 2013

HARRISON WORLEY  |  MONDAY, 13 JAN 2020
... international equities returning just 1.5% over the year, and Australian equities hitting negative territory at -2.8%. Small caps also executed a strong turnaround, returning 21.4% in 2019 compared to -8.7% the year before. Australian listed property ...

Ord Minnett chief resigns

ALLY SELBY  |  MONDAY, 16 DEC 2019
... implemented the rebuilding of Ords institutional business which was recently ranked No. 3 in the Peter Lee survey in small caps," Morris said. The chair applauded Gunning for strengthening Ord Minnett's reputation. Gunning's "focus on risk management ...

Pendal family office lead moves to boutique

KANIKA SOOD  |  FRIDAY, 13 DEC 2019
... years. Regal is best known as a long/short equities manager and is one of the few that can take short positions in small caps. It has been expanding its remit to add other alternative investments, such as its recent venture with Gresham Partners to launch ...

Boutique portfolio manager to retire

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
A Sydney small caps boutique has appointed a new co-portfolio manager, as its founder and chief investment officer announces his retirement plans. Frank Villante will retire from Celeste Funds Management in November 2021. As a result, Celeste is promoting ...

Industry fund swaps small caps managers

KANIKA SOOD  |  THURSDAY, 21 NOV 2019
Two small caps managers have had to hand back $500 million to Vision Super, as the fund swaps them out for a new manager. Kinetic Investment Partners managed about $230 million for the fund in Australian small caps while Perpetual Investment Management ...

Insto investors confused by environmental equities

ELIZABETH MCARTHUR  |  WEDNESDAY, 20 NOV 2019
... said. He explained an early super fund adopter of Impax's environmental equities approach made an allocation from its small caps strategy and put that money specifically into environmental markets. "That's almost the essence of the challenge," Jenkyn-Jones ...

Challenger head of retail departs

KANIKA SOOD  |  FRIDAY, 8 NOV 2019
... equities and fixed income strategies. Last December, it took on the management of UBS Asset Management's large, mid and small caps funds. "Vito is an extremely exciting hire for [us]. With more than 20 years' experience developing new capabilities and ...

Pengana to acquire stake in US firm

ELIZA BAVIN  |  THURSDAY, 7 NOV 2019
... between Pengana and Lizard, the strength and experience of the Lizard team, and the increasing investor demand for global small caps," Pillemer said. Zell said the investment provides Lizard with additional resources and management capabilities which ...

Global manager hires Principal director

KANIKA SOOD  |  WEDNESDAY, 6 NOV 2019
... fixed income (high yield, structured credit, private credit, emerging markets and investment grade), equities (EM, small caps, active quant and global equities), alternatives (real estate and private equity) and multi-asset.