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Showing 31 - 40 of 157 results for "Concentrated Portfolio"

Investment strategy lead joins Firetrail fund

JAMIE WILLIAMSON  |  TUESDAY, 18 JAN 2022
... The Firetrail S3 Global Opportunities Fund provides investors with the opportunity to gain exposure to a concentrated portfolio of global companies that are focused on positive change. "I believe that Firetrail's high conviction investment approach can ...

Bell Asset Management launches new fund

ELIZABETH MCARTHUR  |  MONDAY, 29 NOV 2021
... Sustainable Fund is an ESG fund for Australian retail and wholesale investors. The fund is an actively managed, concentrated portfolio of global equities investing in companies that it assesses as leaders in incorporating ESG principles into their operations. ...

New equities fund at Australian Ethical

JAMIE WILLIAMSON  |  FRIDAY, 15 OCT 2021
... technology stocks within the S&P ASX 300. The Australian Ethical High Conviction Domestic Equities Fund holds a concentrated portfolio of about 20-35 Australian and New Zealand companies that meet the fund manager's ethical screens, predominantly ...

GQG to debut on ASX

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
... 593.5 million shares. GQG is part of ASX-listed multi-boutique Pacific Current Group (PAC), investing in a concentrated portfolio of global equities. PAC took a stake in GQG in 2016 for US$2.7 million, when chair and chief investment officer Rajiv Jain ...

Resolution Capital adds infrastructure fund

JAMIE WILLIAMSON  |  TUESDAY, 5 OCT 2021
The Pinnacle boutique is celebrating the launch of its new global listed infrastructure offering. The Resolution Capital Global Listed Infrastructure Fund sees Resolution Capital's stable of funds expanded to seven and is led by portfolio managers ...

WAM looks to acquire Asian equities LIC

KARREN VERGARA  |  WEDNESDAY, 29 SEP 2021
WAM Capital is attempting to acquire a listed investment company that has a concentrated portfolio of listed Asian equities. WAM has its eye on PM Capital Asian Opportunities Fund (PAF), offering to pay $1.147 per PAF share. The proposed takeover bid ...

Swell AM launches retail trust

ELIZABETH MCARTHUR  |  TUESDAY, 14 SEP 2021
... appointment of Stephen Poole to the role of chief executive of the Swell Global Fund. The fund invests in a concentrated portfolio of around 15 companies. Perpetual has been appointed as responsible entity and Mainstream Group as fund administrator. ...

IOOF awards global equity mandate

KARREN VERGARA  |  THURSDAY, 9 SEP 2021
... international shares portfolio. Vaughan Nelson is a Houston-based fund manager. Its global SMID strategy is a concentrated portfolio of 40-80 stocks seeking long-term capital appreciation, taking advantage of market inefficiencies via a value-oriented ...

HGL relaunches fund to wholesale investors

KARREN VERGARA  |  THURSDAY, 2 SEP 2021
... Supervised Investments in November 2007, will rebrand to the H&G High Conviction Fund. The original fund has a concentrated portfolio of listed equities, predominantly sub-$100 million market capitalisation companies listed on the ASX. It targets a return ...

Montgomery launches two global strategies

KARREN VERGARA  |  THURSDAY, 4 MAR 2021
... Polen Capital's growth strategies for local clients. Polen Capital Global Growth Fund invests in a concentrated portfolio of 25 to 35 high-quality growth companies from around the world. The fund delivered 16.42% per annum net of fees, while its ...