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Showing 1 - 10 of 19 results for "Concentrated Equity Fund"

OC partners for micro-cap fund

ALEX BURKE  |  FRIDAY, 24 MAR 2017
... 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 ...

OC Funds Management rebrands under Copia umbrella

MARK SMITH  |  WEDNESDAY, 2 JUL 2014
... 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 ...

Perpetual equity strategy awarded $200 million mandate

LAURA MILLAN  |  THURSDAY, 8 MAY 2014
... 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 ...

AustralianSuper awards Sevior $1.2bn mandate

LAURA MILLAN  |  TUESDAY, 8 OCT 2013
... 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 ...

Fund stalwarts draw $6bn in Aus equities mandates

MARK SMITH  |  TUESDAY, 12 MAR 2013
... 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 ...

AvSuper appoints Perpetual for a $75m equities mandate

LAURA MILLAN  |  TUESDAY, 26 FEB 2013
... 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 ...

Sevior will not return: Perpetual

ELISE BURGESS  |  WEDNESDAY, 14 DEC 2011
... 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. ...

Perpetual downgraded as FUM redistributed

ELISE BURGESS  |  MONDAY, 25 JUL 2011
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 ...

Perpetual transitions team around Sevior

ELISE BURGESS  |  THURSDAY, 23 JUN 2011
... 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. ...

Sevior departure rated as permanent

ELISE BURGESS  |  WEDNESDAY, 22 JUN 2011
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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