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Showing 1 - 10 of 77 results for "Australian Small Cap"

Alpencrest ramps up expansion, signs Aussie affiliate

KARREN VERGARA  |  FRIDAY, 21 FEB 2025
... officially launched one year later. Melbourne-based LSN Capital is the latest to partner with Alpencrest for its Australian small cap equity strategy. Price said LSN recorded a strong three-year track record in December 2024 with a 7.1% p.a. outperformance ...

Advisers put faith in global equities, small caps in 2025

MATTHEW WAI  |  THURSDAY, 28 NOV 2024
... are responding to high valuations in large cap stocks. We're observing a clear shift in focus towards Australian small cap equities, with advisers recognising untapped value in this space after lagged performance in recent years," Reedman said. "Fidante's ...

Warakirri terminates Flinders fund

MATTHEW WAI  |  THURSDAY, 31 OCT 2024
Warakirri Asset Management is winding up the Flinders Emerging Companies Fund, saying it's in the best interests of all investors. The fund was launched in September 2015 and only has about $105 million in funds under management. It consistently ...

Australian Ethical eyes small caps as play for advisers

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024
Last year, global equities significantly outperformed Australian equities, largely driven by the remarkable performance of the world's largest technology companies - dubbed the Magnificent Seven. However, Australian Ethical points to stretched valuations ...

Blackwattle to take over Watermark fund

CHLOE WALKER  |  MONDAY, 23 OCT 2023
... merits of the fund's strategy." This will be Blackwattle's fifth investment portfolio. The others include the Australian Small Cap Quality, Mid Cap Quality, Large Cap Quality and Long-Short 130/30 Quality funds.

Global small caps outperform Aussie counterparts: SSGA

ANDREW MCKEAN  |  THURSDAY, 28 SEP 2023
State Street says global small cap companies have consistently bested their Australian counterparts, offering higher annual returns and lower volatility. The US$3.6 trillion asset manager noted that the MSCI World Small Caps Index has yielded an 8.39% ...

New fund targets 'blue chips of tomorrow'

JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2023
... managers providing demonstrable appetite and institutional recognition of the present alpha on offer within the Australian small cap space," he said. Just last week, the Future Fund announced it has mandated Maple-Brown Abbott for an active small caps ...

Aussie small caps, property funds in the red

KARREN VERGARA  |  WEDNESDAY, 21 JUN 2023
Australian small cap and property investors experienced a rough 12 months of disappointing performance as macroeconomic conditions batter returns that ended up well in the red. Rainmaker's Wholesale managed funds April report shows that the property ...

The Australian small-cap conundrum: VanEck

CASSANDRA BALDINI  |  FRIDAY, 2 JUN 2023
Australian investors have traditionally been attracted to Australian small caps, yet locally, the asset class has consistently underperformed when compared to its global counterpart. A new research paper released by VanEck titled Global small-caps ...

Boutique co-founder jumps to AustralianSuper

ELIZABETH FRY  |  FRIDAY, 19 MAY 2023
... portfolio construction and implementation, trade execution and analysis, and research for the Blue Orbit Australian Small Cap Systematic Equities Fund and the Blue Orbit Global Small Cap Systematic Equities Fund. The Melbourne-based boutique small-cap ...
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