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Showing 341 - 350 of 361 results for "High conviction"

True high conviction means big positions: Peters MacGregor

HAMISH MADDEN  |  FRIDAY, 16 JUN 2006
Define high conviction. To Peters MacGregor it means holding just eight stocks but backing your positions with more than 60 per cent of your total capital. Peters MacGregor chief executive officer, James Craigie, explained that to his team a high conviction ...

Morgan Stanley steps up local game

... equities managers. Aligned with the parent group's investment style, the Australian equities products will be 'high conviction' funds with a relatively concentrated pool of around 20 to 35 stocks. Kollins said that in hindsight Morgan Stanley should ...

Suncorp scores $35m AMP mandate

HAMISH MADDEN  |  THURSDAY, 18 MAY 2006
... research driven and built around a model where analysts must make the buy and sell calls themselves, fostering high conviction positions in trusted companies.

Advance appoints Tradewinds to manage international

HAMISH MADDEN  |  TUESDAY, 16 MAY 2006
... cent of its International Shares Multi-blend Fund. Tradewinds is a value style global equities specialist with a high conviction portfolio it says is not correlated to the benchmark. Head of investment solutions at Advance, Steve Gameroy, said, "We believe ...

Key staff walk out on MLIM

HAMISH MADDEN  |  THURSDAY, 20 APR 2006
... As senior portfolio managers, Pace and Ryland were critical members of the team, Pace managing the $1 billion High Conviction Fund and Ryland managing the $100 million Growth Share Fund. The three departures brings to eight the number of departures since ...

Bellwether brings on board head of research

... held positions with Australian Equity Research and National Mutual Funds Management, now AXA. Bellwether is a high conviction manager of concentrated Australian equities portfolios.

Lloyd George draws $66 million Funds SA mandate

High conviction manager Lloyd George Management has received a $66 million mandate from South Australian-based Funds SA for its LG Asia ex-Japan Fund. The fund was launched in December 2005 and is focused on Asian listed securities ex-Japan. It aims ...

Macquarie Pro Series takes off with Concord Capital

... we thought about the Professional Series, Concord was on the radar." A bottom-up fund manager that focuses on high conviction stories and a concentrated allocation of purely Australian equities, Concord Capital was originally seeded by van Eyk as part ...

High yield mortgage funds score high ratings

... Mortgage Trust and JF Aqua High Income Fund have all been rated four stars, indicating that the ratings firm has high conviction that these funds will beat their benchmark and their lower-rated peers. High yield mortgage funds have attracted investor ...

Bellwether returns for new boutique

... to continue delivering superior returns." The Australian Share Fund is a wholesale fund using a concentrated, high conviction approach, which typically includes 20-22 stocks selected from the ASX 200 up to a maximum of 30. Bellwether was established ...