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Showing 61 - 70 of 157 results for "Concentrated Portfolio"

Guinness Asset Management wins global equities mandate

ALEX BURKE  |  WEDNESDAY, 21 FEB 2018
... global equities strategy. Alpha Fund Managers invested in Guinness' Global Innovators Fund, which holds a concentrated portfolio of global equities and delivered a 9.58% outperformance over the MSCI World Index in 2017. Alpha Fund Managers' Julien Brodie ...

Avenir recruits Platinum analyst

ALEX BURKE  |  THURSDAY, 15 FEB 2018
... and Japan is a welcome addition to the Avenir team as we continue to seek global opportunities for our concentrated portfolio and build on our seven-year record of high performance," Warner said. Cifuentes' appointment follows Avenir recruiting Patricia ...

2018 Financial Standard Investment Leadership Awards

JOHN DYALL  |  FRIDAY, 22 DEC 2017
The 2018 Financial Standard Investment Leadership Awards recognise investment strategies that showcase all the qualities investors are looking for in an investment manager in an evidence-based and transparent way. Investment leadership is not only about ...

Investment boutique adds global SMA

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2017
... behind the launch of the new PPM Global Growth SMA. Available via Powerwrap, the Global Growth Model is a concentrated portfolio of up to 25 global stocks in developed markets - primarily the US, Europe and UK - selected using PPM's stock selection approach. ...

Perpetual wins RE mandate with $620m manager

ALEX BURKE  |  WEDNESDAY, 20 SEP 2017
... providing market-leading services to our clients." The High Conviction Fund, launched in 2015, targets a concentrated portfolio of small and mid-cap equities. It is currently past halfway, capacity-wise, and follows the close of Ophir's original Opportunities ...

Magellan officially ramps up retail offering

ALEX BURKE  |  THURSDAY, 10 AUG 2017
... Magellan Global Trust will target a 4% cash distribution yield, paid semi-annually, through investing in a concentrated portfolio of global companies, with a possible cash allocation of up to 50%. Magellan chief executive Hamish Douglass and Stefan Marcionetti ...

Douglass makes case for Magellan turnaround

ALEX BURKE  |  WEDNESDAY, 2 AUG 2017
... companies in the major market indices." He said this was ample justification for a fund based on a more concentrated portfolio of stocks - even if, as was the case last year, performance is affected by the fact that the fund "looks nothing like the MSCI ...

Managing the three pillars of retirement

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
... Income Fund - which Teh described as "the first triple-objective fund launched in Australia" - holds a concentrated portfolio of 20 to 40 stocks and aims for a greater income return than the S&P/ASX 300 Accumulation Index over rolling five-year periods. ...

Aussie hedge fund seeking $300m for retail IPO

ALEX BURKE  |  THURSDAY, 20 JUL 2017
... yesterday. VG1 will be managed by VGI Partners and focus on long-term capital growth and preservation through a concentrated portfolio of global listed securities. VGI Partners was established in 2008 and to date has targeted the private wealth market ...

Cuffe takes stake in Lennox small-cap fund

ALEX BURKE  |  WEDNESDAY, 10 MAY 2017
... institutional investors. It's benchmarked to the S&P/ASX Small Ordinaries Accumulation Index and invests in a concentrated portfolio of listed small-caps as well as derivatives, cash and smaller companies expected to list within 12 months. The fund is ...