Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 231 - 240 of 554 results for "Portfolio Managers"

Channel Capital signs on new partnership

KANIKA SOOD  |  FRIDAY, 29 MAR 2019
... The investment process starts with a thematic macro overlay and then bottom-up stock selection within it. The portfolio managers are John Malloy and Thomas Allarum who have a 19-person team. The returns since 2012 inception are 14.43% per annum after ...

Top staff at Regal get equity

KANIKA SOOD  |  FRIDAY, 22 MAR 2019
... stake from Ascalon. The King Family trust took 100% ownership of the boutique in October. As of this month, portfolio managers and key executives have acquired a "confidential" amount of equity in the boutique which now manages $1.6 billion and has enjoyed ...

Bond fund launches to local investors

KARREN VERGARA  |  MONDAY, 11 MAR 2019
... launched in 2013. Since inception, the fund's average return is 3.56% per annum. The fund is co-managed by portfolio managers Andrea DiCenso, Tom Fahey and Kevin Kearns, all based in Boston. Kearns commented: "Our investment process is fundamentally ...

Global fund launches in retail market

KARREN VERGARA  |  WEDNESDAY, 6 MAR 2019
... fees sit at 1.2% (plus GST). It does not charge a performance fee. The fund is co-managed by Loomis Sayles portfolio managers Eileen Riley and Lee Rosenbaum, who are based in Boston. The fund takes a bottom-up, unconstrained approach to investing. It ...

Fidelity hires investment specialist

KARREN VERGARA  |  THURSDAY, 31 JAN 2019
... Australian market. Doyle will have a strong client-facing role and will be the bridge between clients, the portfolio managers and distribution teams, she said. The $589 billion manager recently launched an actively managed ETF, the Fidelity Global Emerging ...

Watermark pulls out of global equities

JAMIE WILLIAMSON  |  MONDAY, 21 JAN 2019
... liquidating its international exposures and will return to its original focus on Australian equities. As a result, portfolio managers Hamish Chalmers and Nick Cameron have both left to pursue other opportunities. Watermark's head of global equities ...

Portfolio implementation delays costing investors

JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
... investment," Lonsec said. "In order to achieve this, advisers are increasingly turning to professional managed portfolio managers and SMA providers, outsourcing day-to-day portfolio management to an experienced team of investment consultants and focusing ...

Former Paradice managers launch LIT

KANIKA SOOD  |  MONDAY, 17 DEC 2018
A small and mid-cap boutique set up by two former Paradice Investment Management portfolio managers has converted its $440 million strategy to a listed investment trust. Ophir Asset Management's High Conviction Fund has delivered 20.2% per annum ...

Inside Bennelong and its UK engine room

DARREN SNYDER  |  TUESDAY, 20 NOV 2018
... launched its LF Tellworth UK Smaller Companies Fund. The long-only fund will be similar to the strategy the portfolio managers (Paul Marriage and John Warren) ran at Schroders. The pair also manage two long-short funds. Pembroke launched in April amidst ...

Asset manager shutters two funds

KARREN VERGARA  |  MONDAY, 5 NOV 2018
... lower management fees of 1.35% per annum. The fund was $77.52 million in size. Brad Potter and Jason Kim were portfolio managers of the funds.