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Showing 31 - 40 of 44 results for "Sydney boutique"

Best performing global equities strategies

KANIKA SOOD  |  WEDNESDAY, 11 DEC 2019
Magellan has the stronghold on 10-year returns but a small Sydney boutique has quietly taken the lead on one-year basis with 31% returns to October end in the latest Morningstar institutional survey. Magellan is the undisputed best performer on a 10-year ...

Sydney boutique heads for Chi-X

KANIKA SOOD  |  WEDNESDAY, 13 NOV 2019
A boutique founded by former Kapstream portfolio manager is gearing up to list three strategies as ETFs on Chi-X. Daintree Capital has partnered with distributor eInvest to list the funds. They will have three risk profiles and return targets of 0.5% ...

Industry fund awards $125 million mandate

KANIKA SOOD  |  THURSDAY, 26 SEP 2019
... the remaining two thirds ($260 million) in active strategies which are managed by Ausbil, Tribeca small caps and Sydney boutique Ethical Partners. "The passive is a reasonably new addition and there are two reasons for that. One is that we from July ...

Boutique wins industry fund mandate

KANIKA SOOD  |  MONDAY, 23 SEP 2019
A Sydney boutique has won an $89 million mandate from an industry superannuation fund as it shuffles its manager lineup. Christian Super chose Ethical Partners, run by Perpetual Investments' former deputy head of equities Nathan Parkin, as it swapped ...

OnePath awards $210m in mandates

KANIKA SOOD  |  WEDNESDAY, 26 JUN 2019
... investment objectives over the long term," OnePath said. The fund also picked Carlos Cocaro and Damien Barrack's Sydney boutique Renaissance Property Securities to manage $90 million in Australian real estate investment trusts. "[Renaissance] provided ...

New tax-effective Aussie shares fund

KANIKA SOOD  |  THURSDAY, 30 MAY 2019
A Sydney boutique that says the highest bracket of tax payers can lose 40% of the returns on their Aussie shares portfolio to taxes has launched a new fund aiming to solve the problem. Redpoint Investment Management is starting a quantitative equities ...

Perennial signs small-mid caps boutique

KANIKA SOOD  |  FRIDAY, 10 MAY 2019
A Sydney boutique that invests in global small-mid caps has partnered with Perennial which will take over its distribution and back office functions. Fairlight Asset Management holds 30-40 long-only positions in global small and mid-caps. The firm was ...

Tribeca partners for new fund, hires lead

KANIKA SOOD  |  MONDAY, 29 APR 2019
The Sydney boutique has partnered with an advisory firm to launch a new fund that will invest in Asian credit. The Tribeca Vanda Asian Credit Fund will be managed by John Stover who joins from global multi-strategy hedge fund Farallon Capital. The fund ...

Ironbark, Zurich shutter funds

KANIKA SOOD  |  FRIDAY, 5 APR 2019
Ironbark Asset Management and Zurich Investments are shutting down three funds after the Sydney boutique managing them said it will stop asset management operations in July. Denning Pryce managed about $270 million for Aussie investors in alternative ...

Sydney boutique shutters

JAMIE WILLIAMSON  |  MONDAY, 2 JUL 2018
One of the boutique fund managers under Challenger's Fidante Partners' multi-manager umbrella has closed. A spokesperson for Fidante confirmed Tempo Asset Management has closed after failing to reach sufficient scale of assets under management since ...