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Showing 41 - 50 of 157 results for "Concentrated Portfolio"

Antares promotes on equities team

KANIKA SOOD  |  TUESDAY, 9 FEB 2021
... 20 Australian equities strategy is managed by John Guadagnuolo as the portfolio manager and invests in a concentrated portfolio of ASX-listed stocks outside the 20 largest by market cap. It has returned 4.8% p.a. above the benchmark (S&P/ASX 200 Total ...

Ophir readies new fund

KANIKA SOOD  |  THURSDAY, 21 JAN 2021
... extension strategy to the $773 million Global Opportunities Fund, with a greater focus on mid-caps and a more concentrated portfolio. The strategy has been running since September 30 and returned 33.6% net in the three months to December end. Ophir will ...

Perpetual equities fund cops ratings downgrade

KANIKA SOOD  |  MONDAY, 26 OCT 2020
... balance sheet focus - similar to Perpetual's flagship Australian shares fund. However, this fund holds a more concentrated portfolio. In a recent review, Morningstar said the strategy's investible universe in Australia of quality and value stocks has ...

Low rates put retirees at risk: Vanguard

ELIZA BAVIN  |  TUESDAY, 29 SEP 2020
... "Previously proposed changes to dividend imputation rules highlighted the potential risks that a high yield, concentrated portfolio may be exposed to. The current high volatility, low yield environment further affirms these risks," Zorina said. "The ...

Boutique launches Aussie equities fund

KANIKA SOOD  |  TUESDAY, 15 SEP 2020
... investment officer Jamie Nicol and portfolio manager Scott Kelly. The fund is style neutral and invests in a concentrated portfolio of stocks with the aim of beating S&P/ASX 200 Industrials Accumulation Index over rolling three-year periods. Top 10 holdings ...

Sydney boutique expands team

KANIKA SOOD  |  THURSDAY, 30 JUL 2020
... to its investment team. Aoris Investment Management was established by Stephen Arnold in 2017. It runs a concentrated portfolio of global stocks, which has delivered 13.2% p.a. since March 2018, beating the benchmark's 9.1% p.a. over the period ...

Garry Laurence to depart Perpetual

KANIKA SOOD  |  TUESDAY, 28 JUL 2020
... costs. Perpetual also said the funds are expected to show greater diversification whilst sticking to a concentrated portfolio of 50-70 stocks. Upper threshold for cash will come down to 5%. The funds will primarily invest in developed markets stocks ...

ASIC delivers thinly veiled warning

ELIZABETH MCARTHUR  |  FRIDAY, 8 MAY 2020
ASIC has warned consumers about advertising that compares fixed-term investment products to bank term deposits, the issue it is pursuing Mayfair 101 over. ASIC said a surge in marketing of fixed-term investment products in recent months had prompted ...

US manager eyes Aussie retirement income

KANIKA SOOD  |  WEDNESDAY, 30 OCT 2019
An American manager looking to tap the Australian market has had a change of direction as it sees greater opportunities in superannuation funds' requirement to develop retirement income products. Thornburg Investment Management which was founded ...

Firetrail fund gets Morningstar rating

KANIKA SOOD  |  THURSDAY, 24 OCT 2019
... Morningstar after underperforming the benchmark by 11.7% in the year to September end. The fund holds a concentrated portfolio of Australian stocks and is managed by former Macquarie high conviction team led by Patrick Hodgens who set up their own boutique ...