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Showing 1 - 10 of 157 results for "Concentrated Portfolio"

FinCap launches private markets platform targeting wholesale investors

VINNY VUCAGO  |  THURSDAY, 18 JUN 2026
Private markets specialist FinCap has launched a managed account platform designed to broaden wholesale investor access to institutional grade private market opportunities, as demand for alternatives continues to grow. The FinCap Private Markets Platform ...

Munro expands access to climate focused fund

VINNY VUCAGO  |  THURSDAY, 4 JUN 2026
... decarbonisation trend. The fund, which is available through NZX Wealth Technologies and Consilium Wrap, invests in a concentrated portfolio of global equities across four themes: clean energy, clean transportation, the circular economy and energy efficiency. ...

Product Showcase: Calm in the chaos

THE FINANCIAL STANDARD TEAM  |  MONDAY, 1 JUN 2026
... world inundated with strategies set against a benchmark, the MFS Global Contrarian Equity Fund has a very concentrated portfolio of 30 stocks with a focus on absolute returns. "We're aware of the benchmark, but we don't try and build a portfolio ...

Equity Trustees lands new mandate

ELIZA BAVIN  |  THURSDAY, 26 FEB 2026
... identifying and actively managing compelling investment opportunities." The fund's key features include a concentrated portfolio of listed equities, underpinned by active engagement with company management and boards where appropriate. River Capital ...

Ziller launches Global Fund Active ETF

MATTHEW WAI  |  TUESDAY, 24 FEB 2026
... Ziller Global Fund Active ETF (ASX: ZILR) leverages the Ziller Global Fund strategy, which invests in a concentrated portfolio of 15 to 25 high growth global companies led by their founders and can allocate up to 10% to cash or cash equivalents at any ...

Aberdeen adds emerging markets option for Australian investors

RIDDHIMA TALWANI  |  WEDNESDAY, 29 OCT 2025
... Markets Equity Fund, previously known as abrdn Sustainable Emerging Opportunities Fund, will invest in a concentrated portfolio of around 80 to 100 emerging market listed equities. It aims to achieve a return after fees exceeding the MSCI Emerging Markets ...

Perennial Partners takes stake in boutique fund manager

MATTHEW WAI  |  THURSDAY, 28 AUG 2025
... return in the 12 months to July. The Ziller Global Fund was established in November 2022 and invests in a concentrated portfolio of high-growth companies, namely, Rocket Lab, Coinbase, Money Forward, Xpeng, Mercadolibre, Nvidia, Axon Enterprise, Tesla ...

VG1 replaces investment manager, books massive loss

KARREN VERGARA  |  THURSDAY, 21 AUG 2025
... VG1 made $64.1 million in profits in FY24, which was down 127% year on year. VG1 is an actively managed, concentrated portfolio, comprising long and short positions in global listed securities. Some key contributors to performance were investments in ...

Lakehouse Capital lists first fund on ASX

ANDREW MCKEAN  |  MONDAY, 7 APR 2025
... puts the power of compounding on the side of the long-term investor," Thompson said. The fund maintains a concentrated portfolio of about 20 stocks, which the firm said reflects its approach of "backing its best ideas" and aligns with research suggesting ...

HMC Capital to launch new private equity vehicle

MATTHEW WAI  |  TUESDAY, 1 APR 2025
... as HMC Capital Partners Fund II (HMCCP Fund II). The review concluded that the strategy should target a concentrated portfolio rather than diversifying and expand its mandate to invest in unlisted assets to arbitrage the public and private markets. Subsequently ...
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