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Showing 241 - 250 of 1042 results for "Alpha"

Magellan axes currency hedging in trust

ANNABELLE DICKSON  |  THURSDAY, 26 NOV 2020
A Magellan trust has removed its currency hedging strategy to reduce the downside risk to the portfolio when equity markets and the value of the Australian dollar are both declining. Magellan High Conviction Trust will move to an unhedged approach to ...

Wells Fargo sets sights on Aussie super

ELIZA BAVIN  |  WEDNESDAY, 25 NOV 2020
... and global small cap options. "We have both fundamental equity as well as systematic equity so we can definitely deliver alpha strategies," Flood said. "The strategies that we have been most active with in our conversations on the ground in Australia ...

Franking credits more important than ever

ELIZA BAVIN  |  TUESDAY, 24 NOV 2020
... "Unfortunately, we find many aren't doing this, the same goes for tax effective buybacks which can also add considerable after-tax alpha when on offer," he said. "Retirees should assess the management of their equity portfolios to ensure they have a ...

Vanguard, Fidelity, BetaShares rank low on ESG: Report

ELIZABETH MCARTHUR  |  MONDAY, 23 NOV 2020
New research from Morningstar has attempted to wade through the greenwashing in funds management based on managers' overall commitment - with some surprising results. The research looked at more than 100 strategies and 40 asset managers to provide ...

Pengana launches new Israel equities fund

KANIKA SOOD  |  WEDNESDAY, 11 NOV 2020
... Israeli fund manager to launch a new tech-focused fund that invests in 30 stocks for local wholesale investors. The Pengana Alpha Israel Fund is managed by Alpha LTI, an equities boutique founded in 2005 that currently manages about $350 million. It ...

Morningstar's conviction weakened on BlackRock fund

ANNABELLE DICKSON  |  FRIDAY, 6 NOV 2020
... construction concerns temper our view," Zaychuk said "[...] we don't think this share class will be able to deliver positive alpha relative to the category benchmark index, explaining its Morningstar Analyst Rating of neutral."

Boutique builds out executive team

KARREN VERGARA  |  TUESDAY, 27 OCT 2020
... Roger McIntosh, who was the former head of quantitative strategies and research at Delft Partners, and director at Optimal Alpha, joined as manager of quantitative strategies and risk. Monique Andrew joined as the chief of strategy and digital innovation ...

Ninety One wins equity mandate

KARREN VERGARA  |  MONDAY, 26 OCT 2020
... the true nature of the Chinese market, he said. "We believe Ninety One's 4Factor process is well suited for generating alpha in one of the world's most liquid and inefficient equity markets. We believe the strategy's focus on exploiting behavioural ...

American manager eyes local market

KANIKA SOOD  |  MONDAY, 19 OCT 2020
... a proprietary set of 30+ underlying strategies spanning trend, enhanced trend, short-term, non-directional and risk-off alpha, and is designed for investors wanting to take advantage of strongly trending markets whilst remaining cognisant of tail risks ...

Multi-boutique adds investment firms

JAMIE WILLIAMSON  |  FRIDAY, 16 OCT 2020
... Terra Capital and Gyrostat join the Mantis Funds platform. "At Mantis, we have a singular mission to connect investors to alpha using technology. We strongly believe that boutique funds outperform over time," he said. "However, the same factors that ...