Search Results | Showing 1 - 10 of 19 results for "Concentrated Equity Fund" |
| | | ... million. The OC Micro-Cap FUnd, launched with Copia Investment Partners, was previously known as the OC Concentrated Equity Fund. While it primarily comprised micro-cap investments in its earlier version, that wasn't the explicit strategy. Over the past ... |
| | | | ... Companies Fund will continue to trade under its existing name. The OC Dynamic Equity Fund and the OC Concentrated Equity Fund will also keep their names. The fund manager also confirmed that investors in the OC Premium Small Companies Fund, the OC Dynamic ... |
| | | | ... with high conviction, across a range of sectors. For the three years ending 31 March 2014, the Wholesale Concentrated Equity Fund returned 14.3% per annum before fees and outperformed the S&P/ASX300 benchmark by 6.2%pa. Perpetual Investments general ... |
| | | | ... Perpetual, he boasted one of the most successful track records of any Australian equity investor. His Concentrated Equity Fund outperformed the benchmark ASX 300 Accumulation Index by 4.5% a year over his 13 years as head of Equities. When he left to ... |
| | | | ... Sevior was able to boast one of the most successful track records of any Australian equity investor. His Concentrated Equity Fund outperformed the benchmark ASX 300 Accumulation Index by 4.5 percentage points a year over his 13 years at the helm and ... |
| | | | ... retail and institutional client assets as at December 2012. In the 2012 calendar year, the Wholesale Concentrated Equity Fund returned 24.5% (before fees), outperforming the S&P/ASX300 benchmark by 4.7%. Perpetual performed similar transactions last ... |
| | | | ... Perpetual's sustainability fund. Sevior, who managed 33% of Perpetual's total equity with the $6.1 billion Concentrated Equity Fund, took long service leave in July with Perpetual saying at the time he would return to the organisation early next year. ... |
| | | | The Sevior storm continues after Standard & Poor's downgraded Perpetual's Wholesale Concentrated Equity Fund to four stars due to the fund manager's absence, with the ratings house noting shifts in several institutional investor funds. S&P has attributed ... |
| | | | ... return from long service leave. Sevior, who manages 33% of Perpetual's total equity with the $6.1 billion Concentrated Equity Fund, is taking long service leave in July and, according to Perpetual, will be returning to the organisation early next year. ... |
| | | | Morningstar has downgraded Perpetual's Concentrated Equity fund to 'Investment Grade' after meeting with the mega-fund manager but not convinced that its star player, John Sevior, will return from long service leave. In a meeting last week with Perpetual ... |
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