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Showing 1 - 5 of 5 results for "Concentrated Leaders Fund"

Carrara Capital picks SS&C GlobeOp as fund administrator

CASSANDRA BALDINI  |  THURSDAY, 27 OCT 2022
... the administrator for its recently launched multi-strategy fund. Carrara Capital was founded by former Concentrated Leaders Fund chief executive and Crestone chief investment officer David Sokulsky in 2020. The Carrara Global Opportunities Fund was launched ...

Geoff Wilson feels sorry for CLF shareholders

ANNABELLE DICKSON  |  FRIDAY, 18 SEP 2020
WAM chair Geoff Wilson has said he feels sorry for CLF shareholders after Concentrated Leaders Fund has rejected a takeover bid proposed by WAM Capital. WAM chair Geoff Wilson told Financial Standard : "I actually feel sorry for CLF shareholders as ...

WAM makes LIC takeover bid

ANNABELLE DICKSON  |  FRIDAY, 4 SEP 2020
Wilson Asset Management has made an off-market takeover bid for geared listed investment company Concentrated Leaders Fund (CLF) as a result of its ongoing poor performance and management woes. WAM is offering shareholders two of its shares for 3.7 ...

Former Crestone CIO starts new boutique

KANIKA SOOD  |  WEDNESDAY, 2 SEP 2020
... with plans to expand into other asset classes. David Sokulsky left Crestone in late 2017 to move to LIC Concentrated Leaders Fund (CLF), as the chief investment officer of the in-house Australian equities team. In June, he left to start Carrara Investment ...

Aberdeen LIC internalises management

ALEX BURKE  |  THURSDAY, 25 JAN 2018
... Crestone Wealth Management. As above, pending shareholder approval, the company will also rebrand to Concentrated Leaders Fund Limited and change its ticker code to CLF. In an enclosed letter, Sokulsky explained that the investment mandate for ALR/CLF ...
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