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Showing 21 - 30 of 48 results for "EPO"

Grant Samuel flags two senior appointments

ALEX BURKE  |  TUESDAY, 14 MAR 2017
Grant Samuel Funds Management appointed a new head of institutional business and head of retail distribution. Taking on the newly-created institutional business role, Charles Levinge joins Grant Samuel from Franklin Templeton, where he was senior manager ...

Industry fund seeks volatility overlay mandate

DARREN SNYDER  |  FRIDAY, 16 DEC 2016
Volatility specialists Triple3 were recently awarded an equity overlay mandate from an industry super fund seeking further downside protection in its international equities portfolio. The mandate provides an equity risk mitigation strategy to about ...

Grant Samuel sells 80pct stake in GSFM

DARREN SNYDER  |  FRIDAY, 4 NOV 2016
Canadian wealth management firm CI Financial has purchased an 80% stake in Grant Samuel Funds Management. The deal is expected to close later this month with CI acquiring the stake previously held by the corporate advisory firm Grant Samuel, which established ...

Macquarie Wrap adds global equity fund

ALEX BURKE  |  THURSDAY, 27 OCT 2016
Macquarie Wrap has added a new global equity fund. The Grant Samuel Global Equity Advantage Fund will now be available to investors in Macquarie's platform. The fund uses Epoch Investment Partners' shareholder yield strategy and Triple3 Partners' volatility ...

Grant Samuel launches global equities fund

LAURA MILLAN  |  THURSDAY, 12 NOV 2015
Grant Samuel Funds Management has launched a global equity fund that invests in listed global companies and includes an options based overlay to reduce the volatility of returns. The Grant Samuel Global Equity Advantage Fund combines an underlying equity ...

GSFM appoints institutional manager

ALEX BURKE  |  TUESDAY, 9 JUN 2015
Grant Samuel Funds Management (GSFM) has appointed a new senior manager - institutional business. Vivienne Lee will be based in Sydney and report to GSFM chief executive Andrew McKinnon and head of distribution Damien McIntyre. Her role will focus on ...

The bad and the bad and the bad

BENJAMIN ONG  |  MONDAY, 20 APR 2015
It's bad, it's bad, it's bad you know it. They say bad news come in threes - we've got all three at the end of last week. Greece running out of money and reform deal still looks unlikely heading into its meeting with 'the institutions' four days and ...

Fund manager insists active approach not broken

MARK SMITH  |  FRIDAY, 10 APR 2015
Fund manager Epoch Investment Partners has blamed the relatively poor performance of active managers in recent years on the market distorting impact of quantitative easing and says talented stock pickers will come good again soon. S&P Dow Jones recently ...

Epoch funds get upgrade from Zenith

ALICE URIBE  |  FRIDAY, 5 DEC 2014
Zenith Investment Partners has upgraded the Grant Samuel Epoch Global Equity Shareholder Yield Funds, hedged and unhedged, from "Recommended" to "Highly Recommended." In its product assessment Zenith said the funds are well-managed, providing international ...

Grant Samuel reaches milestone with shareholder yield funds

JAMES FERNYHOUGH  |  TUESDAY, 18 JUN 2013
The Grant Samuel Epoch Global Equity Shareholder Yield Funds have celebrated their fifth birthday, with funds under management in their retail pools of $800 million. The funds, which are managed by New York firm Epoch Investment Partners, offer a high ...