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Showing 921 - 930 of 10193 results for "Strategy"

Cbus plays it steady amid rocky start to the year

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... strategies, particularly scalable ones that could grow into multi-billion-dollar strategies. Cbus has a global quality strategy that's been run in-house for five years, Gavin said, and the idea was to add something "somewhat similar" for Australian equities. ...

GQG rejigs allocations amid tariff pain

KARREN VERGARA  |  WEDNESDAY, 9 APR 2025
... in our portfolios compared to their respective benchmarks since the firm's founding in 2016" as per its Global Equity strategy. "However, our positioning is always fluid and will change over time, and it may do so meaningfully over short periods," the ...

Fitzpatricks names head of product

KARREN VERGARA  |  TUESDAY, 8 APR 2025
... Partners. Fitzpatricks chief executive Andrew Fairweather said: "Andrew will be responsible for setting the group's product strategy and roadmap to ensure that our products and services continue to meet the needs of advisers and clients for both accumulation ...

Lakehouse Capital lists first fund on ASX

ANDREW MCKEAN  |  MONDAY, 7 APR 2025
... compared to 11.8% for the benchmark. Lakehouse portfolio manager Nick Thompson said the fund's long-term, high-conviction strategy positions investors to focus on companies with clear strategic advantages - loyalty, network effects, and intellectual ...

Count acquires Adelaide advice firm

MATTHEW WAI  |  MONDAY, 7 APR 2025
... with Count subsidiary Count Adelaide. Johnston Grocke is to merge with Count Adelaide, in a deal to move forth Count's strategy of "creating a national footprint of large, scaled equity partnerships." Johnston Grocke brings $3.8 million in new revenue ...

Platinum funds merger to go ahead

ELIZA BAVIN  |  MONDAY, 7 APR 2025
... that its proposal achieves the PAI board's primary objectives while retaining investors' chosen investment manager and strategy. "Platinum reiterates that the Platinum proposal addresses the PAI board's stated aims of permanently solving for the share ...

Allegro sells Questas stake for $375m

ELIZA BAVIN  |  MONDAY, 7 APR 2025
... Questas more than tripled in size, growing revenue to around $320 million. "The business has executed an organic growth strategy complemented by earnings-accretive M&A that has expanded the company's hydraulics capabilities and expertise," Allegro said. ...

Aussies need help to navigate the great wealth transfer: Fidelity

MATTHEW WAI  |  FRIDAY, 4 APR 2025
... concerns for inheritors. Further, more than half of Australians also said they are likely to change their investment strategy once receiving an inheritance, and two in three would be at least somewhat likely to seek financial advice, Fidelity said. Although ...

Market turmoil hits portfolios

ELIZA BAVIN  |  FRIDAY, 4 APR 2025
... resuming their traditional role as a leveraged play to gold." T. Rowe Price portfolio manager of the global growth equity strategy Scott Berg said while the market reaction has been extreme, more will be known in the coming weeks. "There will be much ...

Apex wins $7bn super admin mandate

KARREN VERGARA  |  FRIDAY, 4 APR 2025
... data and technology services. It also received $1.6 billion from Carlyle Group and Goldman Sachs to execute its growth strategy. Diversa chief executive Andrew Peterson said: "Apex Group's ability to deliver an unbundled service is of particular benefit ...