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Showing 51 - 60 of 1040 results for "Alpha"

Gold ETFs outshine large caps: Research

KARREN VERGARA  |  THURSDAY, 10 JUL 2025
... product - the Gold Bullion ETF (Hedged) - delivered 38.1% p.a. Large-cap global equity-focused funds such as Plato's Global Alpha Fund returned 41.8% p.a. while the Hyperion Small Growth Companies Fund achieved 35.7% p.a. Loftus Peak's Global Disruption ...

Prime Value expands microcap fund

ELIZA BAVIN  |  MONDAY, 7 JUL 2025
... ongoing opportunity to exploit an inefficient part of the market. "There is a lot of scope for active managers to generate alpha via smaller companies," Ivers said. "The Fund is also positioned to capitalise on market swings so investors can enjoy the ...

Old challenges push asset managers to inflection point: Citi

KARREN VERGARA  |  WEDNESDAY, 25 JUN 2025
... managers continue to face existential challenges amid the rise of passive funds, fee compression and difficulty in generating alpha, a new report from Citi shows, forcing them to rethink their business models and value propositions in the future. The ...

ART overhaul sees senior portfolio managers exit

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... premia strategies. Ozer joined TCorp in 2011 from First Sentier, where he worked as an investment analyst to expand its alpha strategies team. He initially worked as an associate for Mercer Investment Consulting, specialising in investment analysis and ...

Boutiques wield independence, specialisation over larger managers: Research

KARREN VERGARA  |  TUESDAY, 17 JUN 2025
... make sure the ecosystem - from consultants to platforms - keeps pace with the evidence," he said. "In a world of shrinking alpha and increased industry consolidation, we're urging gatekeepers to rethink how they value specialist, performance-led ...

RQI Investors launches new strategy with UniSuper backing

MATTHEW WAI  |  TUESDAY, 17 JUN 2025
... has seeded a new fund from RQI Investors, First Sentier Investors' quantitative manager. The RQI Australian Diversified Alpha Long Short Fund has been introduced for institutional and select wholesale investors, receiving a $500 million seed investment ...

ASIC takes action on Australian Fiduciaries

KARREN VERGARA  |  MONDAY, 16 JUN 2025
... 2020, predominantly through their self-managed super funds (SMSFs). Australian Fiduciaries offers the Global Diversified Alpha Fund, Global All Seasons Fund and Global Multi-Strategy Fund. It ceased distributing units in the schemes in September 2023. ...

Lower interest rates conducive for bigger risk appetite, small caps

KARREN VERGARA  |  FRIDAY, 6 JUN 2025
As interest rates continue to fall, small caps are poised to reap from the current macroeconomic backdrop and investors increasing their appetite for more risk, a fund manager says. Janus Henderson portfolio manager Nick Sheridan predicts the tide is ...

Alternatives high on the radar to escape Trump's tariffs: Fidante

MATTHEW WAI  |  THURSDAY, 5 JUN 2025
Financial advisers are increasingly searching for alternative sources to capture alpha amid ongoing market volatility. Surveying 174 financial advisers, Findante found that four in 10 advisers are now bearish on both US equities and Australian equities ...

Perpetual promotes two to strengthen fixed income team

MATTHEW WAI  |  TUESDAY, 3 JUN 2025
... for PCI, has named Greg Stock as deputy portfolio manager. He will also serve in the role for the Perpetual Pure Credit Alpha Fund. Stock is currently head of credit research and senior portfolio manager. He brings more than three decades of industry ...