Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 71 - 80 of 157 results for "Concentrated Portfolio"

Lonsec upgrades NovaPort fund

EMMA RAPAPORT  |  TUESDAY, 18 APR 2017
... (9.6% p.a. above index). NovaPort targets companies with potential for 50% upside over three years in a concentrated portfolio, using a high-conviction, benchmark-unaware strategy. "Our bottom-up, long-term approach is the key to identifying star performers ...

AMP Capital launches global equity fund

EMMA RAPAPORT  |  MONDAY, 3 APR 2017
... AMP Capital Global Equity Fund will focus on absolute risk and return, not benchmarks, and invest in a concentrated portfolio between 25 and 35 companies with strong current or anticipated cash generation. The fund will seek tailwinds of thematic drivers ...

Top 10 investment stories in 2016

STAFF WRITER  |  THURSDAY, 22 DEC 2016
... Australian equities value manager an institutional mandate. Ralton Asset Management was chosen to manage a concentrated portfolio of large cap Australian equities. Sam Baillieu, chief executive of Ralton's distribution partner, Copia Investment Partners ...

Global firm introduces Australian pooled funds

JAMIE WILLIAMSON  |  MONDAY, 28 NOV 2016
... Australia and New Zealand. The fund was opened in October after receiving $70 million in seeding, with a concentrated portfolio of around 50 of the most undervalued names in its 750 non-developed market company investment universe. Pzena's director of ...

A-REIT added to Asgard platform

DARREN SNYDER  |  TUESDAY, 27 SEP 2016
... known for its disciplined approach focusing on a top down/bottom-up process. Securities are selected on a concentrated portfolio basis built on individual merit and not benchmark weights. Portfolio manager Winston Sammut said: "The addition reflects ...

Nikko AM launches Japan fund

ALEX BURKE  |  TUESDAY, 20 SEP 2016
... a fund focused on the Japanese equities market. The Nikko AM Japan Share Concentrated Fund is based on concentrated portfolio of Japanese equities, the strategy for which is managed by 18-year industry veteran Yuki Watanabe, based in Tokyo. Watanabe ...

Greencape wins top Zenith rating

MARK SMITH  |  MONDAY, 8 AUG 2016
... since 2006." The Greencape Wholesale High Conviction Fund offers investors the opportunity to invest in a concentrated portfolio of between 15 and 40 stocks and aims to outperform the benchmark S&P/ASX 200 Accumulation Index over rolling three year periods. ...

MLC adds to SMA suite

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
... Navigator platforms. The Antares Ex-20 Australia Equities SMA portfolio is an actively managed, highly-concentrated portfolio of Australian equities which excludes the 20 largest companies by market capitalisation. General manager retail super and investment ...

IOOF awards Australian large cap mandate

MARK SMITH  |  THURSDAY, 19 MAY 2016
... Australian equities value manager an institutional mandate. Ralton Asset Management has been chosen to manage a concentrated portfolio of large cap Australian equities. Sam Baillieu, chief executive of Ralton's distribution partner, Copia Investment ...

Wingate hires head of research from London

MARK SMITH  |  WEDNESDAY, 23 MAR 2016
... most recent review. Wingate Asset Management is a boutique global equities fund manager that invests in a concentrated portfolio of high quality companies from around the world, diversified across sectors and geographies. It was formed by a joint venture ...