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Showing 21 - 30 of 44 results for "Sydney boutique"

Sydney boutique winds up fund

KANIKA SOOD  |  TUESDAY, 28 JUL 2020
Redpoint Investment Management has wound up its industrials fund but will continue to offer it as the much-bigger model portfolio. The boutique decided to shutter its industrials fund (and equivalent mFund), saying it has not been able to grow the funds ...

Iress wins mandate

KANIKA SOOD  |  MONDAY, 20 JUL 2020
A Sydney boutique has picked Iress's portfolio system for its high-conviction Australian equities funds. Quest Asset Partners has been using Iress's trading and market data software since the firm's inception in 2004. It will now also use Iress's portfolio ...

No rating cut for VGI funds as Tynan leaves

KANIKA SOOD  |  MONDAY, 29 JUN 2020
Sydney boutique VGI Partners' funds have held on to their ratings from Zenith after partner and head of research Douglas Tynan resigned last week. Tynan resigned from his executive role but will stay on as a non-executive director, investor and ...

Sydney boutique research head steps down

KANIKA SOOD  |  MONDAY, 22 JUN 2020
Sydney hedge fund VGI Partners' Douglas Tynan is stepping down from his executive roles but will stay on the board and remain an investor in the boutique's funds. Tynan's resignation is for personal reasons, according to VGI. Following his ...

Best Australian equities funds, with risk considered

KANIKA SOOD  |  FRIDAY, 19 JUN 2020
Sydney boutique Alphinity's Sustainable Share Fund comes out the top performer for three years to March end on headline returns but also fares well when risk factors are considered, according to Rainmaker Information. The Rainmaker RMetrics Report ...

Former Fidelity wholesale head joins Sydney boutique

KANIKA SOOD  |  THURSDAY, 11 JUN 2020
Former head of wholesale sales for Fidelity's Australian business has joined a Sydney managed accounts provider as it looks to expand its customised SMA offering with independent financial advisers. Andrew Mathie has joined Atticus Wealth as its head ...

Sydney boutique shutters fund

KANIKA SOOD  |  THURSDAY, 28 MAY 2020
A Sydney boutique under Grant Samuel Funds Management's banner has closed its $28 million fund that invested in VIX and S&P 500 options. Triple3 Volatility Advantage, run by former Goldman Sachs, Merrill Lynch and JP Morgan Singapore options trader ...

Sydney boutique partners with Pan Tribal

KANIKA SOOD  |  TUESDAY, 28 JAN 2020
A Sydney boutique investing in alternatives has partnered with a distribution firm started by UBS Global Asset Management's former Australian chief executive. Barwon Investment Partners invests in private equity, property, and specialised investments ...

Meet the Sydney boutique beating Magellan's returns

KANIKA SOOD  |  FRIDAY, 24 JAN 2020
A Sydney boutique started by a former Evans and Partners investor outperformed all its peers last year and it's not afraid of disclosing its stock picks. Aoris Investment Management was set up in 2017 by Stephen Arnold and runs just one fund, which ...

Ellerston hires from Colonial First State

KANIKA SOOD  |  WEDNESDAY, 8 JAN 2020
The Sydney boutique has hired from Colonial First State to appoint its lead for key accounts and research relationships. Lisa Rose joined Ellerston Capital as its head of key accounts and research relationships in December. In her most recent role ...