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Showing 51 - 60 of 157 results for "Concentrated Portfolio"

Ophir goes global

ELIZA BAVIN  |  TUESDAY, 15 OCT 2019
... that trade of reasonable valuations. "The fund invests in small and mid-cap global listed companies in a concentrated portfolio of around 20-50 stocks," Mitchell said. "In comparison to Australia, the global listed small and mid-cap market has so many ...

Cooper Investors launches equities fund

KANIKA SOOD  |  MONDAY, 22 JUL 2019
... with a 16% plus annualised gross return. Cooper Investors said its new Global Endowment Fund will hold a concentrated portfolio of global stocks, with a long-term time horizon. It aims to have lower volatility than the global equities market and to outperform ...

Former Arnhem partners join boutiques

KARREN VERGARA  |  FRIDAY, 22 FEB 2019
... based in the UBS Sydney office. Northcape is expected to launch its global equity fund in July 2019, a concentrated portfolio of 20-40 high-quality international companies that have a sustainable competitive advantage and strong ESG characteristics. ...

Fidelity hires investment specialist

KARREN VERGARA  |  THURSDAY, 31 JAN 2019
... actively managed ETF, the Fidelity Global Emerging Markets Fund (FEMX). It provides investors with access to a concentrated portfolio of 30-50 quality emerging market companies, and is managed by portfolio manager Alex Duffy. Duffy joined Fidelity in ...

Mason Stevens launches global equity SMA

KARREN VERGARA  |  MONDAY, 8 OCT 2018
... Bignill said there has been solid demand for the portfolio from advisers seeking a high growth and global concentrated portfolio. "Franklin Templeton's disciplined investment process seeks to build a concentrated, yet diversified portfolio and generate ...

Boutique manager expands research team

KANIKA SOOD  |  THURSDAY, 27 SEP 2018
... building to an investment team of four and will have further announcements in the coming weeks." Aoris runs a concentrated portfolio of up to 15 stocks, held in long-only positions. Arnold founded Aoris in November 2017 after working at Evans & Partners ...

Airlie backs financials but wary on banks

DARREN SNYDER  |  THURSDAY, 26 JUL 2018
... slower credit growth could hamper it," Williams said. This said, about one-quarter (23%) of the fund's concentrated portfolio is in financials - it is about six stocks in a fund which currently manages 26 active investments. Three of its top 10 investment ...

Magellan launches retail Australian equities fund

ALEX BURKE  |  FRIDAY, 1 JUN 2018
... Australian equities fund to retail investors for the first time. The Airlie Australian Share Fund holds a concentrated portfolio of 15-35 Australian listed companies. It currently has $5 million in funds under management and is overseen by portfolio ...

Former Macquarie equities team launches boutique

KANIKA SOOD  |  FRIDAY, 25 MAY 2018
... Blake Hendricks. The newly-launched boutique is currently running two funds: a high conviction fund with a concentrated portfolio of about 25 Australian equities and a market neutral absolute return fund. Firetrail brings the $35 billion Pinnacle Investment ...

SMA provider to award $20m mandate

DARREN SNYDER  |  TUESDAY, 15 MAY 2018
... Jonathan Ramsay said the firm approached about 20 high conviction managers, asking them to manage an even more concentrated portfolio for the SMAs. "It's quite a big ask because fund managers for a long time have operated on their own terms," he ...