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Showing 1 - 10 of 124 results for "Hunter Hall"

Vale Steven Glass

KARREN VERGARA | TUESDAY, 5 MAY 2026

... Equities strategies, also serving as a partner and deputy portfolio manager. Glass was previously a portfolio manager at Hunter Hall for more than seven years and was part of the combined group when it merged with Pengana Capital. He also worked as an ...

Jarden ramps up Australian equities team

ELIZABETH FRY | THURSDAY, 13 NOV 2025

... research at Touchstone Asset Management. Dowsett previously held senior roles at Five Oceans Asset Management and Hunter Hall, beginning his career at BT Investment Management. The equities sales team is being further strengthened with Scott Kelly, an ...

Soul Patts gives $200m to Pengana offering

CHLOE WALKER | WEDNESDAY, 19 APR 2023

... investment to seed the portfolio." In 2017, NAB sold its stake in Pengana to WHSP. At the same time, Pengana merged with Hunter Hall.

Pengana portfolio managers depart

KANIKA SOOD | THURSDAY, 25 MAR 2021

... firm said the strategies will continue to be managed as usual. McDonald was the deputy chief investment officer of Hunter Hall from 2011 to 2017, when it merged with Pengana.

Morphic co-founder joins hedge fund

KANIKA SOOD | MONDAY, 22 FEB 2021

... fund (Morphic Ethical Equities Fund). It was founded in 2012 by Slater and Jack Lowenstein, who worked together at Hunter Hall. In June 2019, Ellerston bought an undisclosed controlling stake in Morphic. Slater left Ellerston a year after the sale. Point72 ...

Pengana shutters income-focused fund

KANIKA SOOD | THURSDAY, 5 NOV 2020

... launched as an income-oriented alternative to Pengana's flagship Australian Equity Fund after Pengana merged with Hunter Hall. However, this fund aimed to invest in companies with underlying cash earnings yields of at least 6% per annum. The returns ...

Morphic co-founder exits

KANIKA SOOD | MONDAY, 19 OCT 2020

... O'Sullivan will take the role. Morphic was founded in 2012 by Slater and Jack Lowenstein, who worked together at Hunter Hall. Ellerston last June bought an undisclosed controlling stake in Morphic. At the time, it said founders Lowenstein and Slater ...

Ellerston, Morphic look to oust Perpetual

KANIKA SOOD | WEDNESDAY, 18 MAR 2020

... better deal on the fees. The Morphic Global Opportunities Fund invests in global equities and is managed by former Hunter Hall investors Jack Lowenstein and Chad Slater. The fund has been running since July 2012 with Perpetual Trust Services as its responsible ...

Berkshire to chase growth for InvestSMART

KANIKA SOOD | FRIDAY, 25 OCT 2019

... Berkshire principal Nelson Lam also worked on Pengana's separation from NAB in 2017 and the transaction between Hunter Hall and Washington H. Soul Pattinson. "Given the current Australian economy, recent banking royal commissions and scalability ...

Schroders hires former Hunter Hall portfolio manager

KANIKA SOOD | THURSDAY, 13 DEC 2018

... manager with $39 billion of Aussie investor money has added to its Sydney-based investment team, including a former Hunter Hall portfolio manager. Schroders is welcoming Sebastian Mullins as a portfolio manager on the multi-asset team. Also joining is ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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