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Showing 281 - 290 of 4540 results for "Holding"

GSFM, Munro branch out to New Zealand

KARREN VERGARA  |  MONDAY, 14 APR 2025
GSFM affiliate Munro Partners' Global Growth Climate Leaders Fund has entered the New Zealand market. The fund, which was spawned from the Munro Climate Change Leaders Fund, has been set up as a portfolio investment entity (PIE) for Kiwi wholesale ...

Regal writes off Opthea, FUM takes 8% hit

KARREN VERGARA  |  THURSDAY, 10 APR 2025
Regal Partners has written off its entire investment in Opthea, which contributed to funds under management (FUM) taking an 8.3% hit in the March 2025 quarter. Regal ended up with $16.5 billion as total FUM suffered a $540 million loss stemming from ...

Cbus plays it steady amid rocky start to the year

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... the Magnificent Seven and four Australian banks. But with more volatility this year, and some signs of mean reversion, holding the line on active management, he said, has worked well in the most recent quarter. "This year, so far, we haven't made any ...

GQG rejigs allocations amid tariff pain

KARREN VERGARA  |  WEDNESDAY, 9 APR 2025
GQG has slashed its consumer discretionary and information technology holdings as it repositions for the "extraordinary market volatility" after US tariffs were rolled out last week. GQG said it continues to reposition portfolios with "the aim of achieving ...

Lakehouse Capital lists first fund on ASX

ANDREW MCKEAN  |  MONDAY, 7 APR 2025
Boutique investment manager Lakehouse Capital, which manages $600 million, has listed its Global Growth Fund on the ASX today, its first publicly traded offering. Lakehouse Capital co-founder and chief investment officer Donny Buchanan said that listing ...

TAL takes 15% stake in Challenger

KARREN VERGARA  |  MONDAY, 7 APR 2025
MS&AD Insurance Group Holdings has sold its entire 15.1% stake in Challenger to TAL. TAL, together with its parent company Dai-ichi Life Holdings, acquired the minority interest at $8.46 per share - marking a 53% premium to Challenger's closing ...

Count acquires Adelaide advice firm

MATTHEW WAI  |  MONDAY, 7 APR 2025
... management. Count currently holds a 45% stake in Count Adelaide, and following the completion, the company will increase the holding to circa 65% from FY26.

Market turmoil hits portfolios

ELIZA BAVIN  |  FRIDAY, 4 APR 2025
... immune, with the federal government being put to vote in the coming quarter and interest rates appearing to be stuck in a holding pattern." Neiron reinforced that diversification will continue to be important to protect portfolios as uncertainty continues ...

Pendal's Blayney lands at HESTA

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
... of Blayney as the portfolio manager of these funds. The investment professional arrived at Pendal in August 2017 after holding senior roles with Aware Super, Perpetual and WTW. His appointment follows the exit of Michael Sommers who left two months ago ...

Pella Global Generations Fund launches in NZ

KARREN VERGARA  |  THURSDAY, 3 APR 2025
Pella Global Generations Fund has launched in New Zealand under a portfolio investment entity (PIE) structure. Expanding across the ditch, Pella Funds Management head of distribution Joy Yacoub said the flagship fund experienced growing demand from ...