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Showing 1 - 10 of 14 results for "Mid Cap Fund"

Bennelong takes on fledgling boutique

KARREN VERGARA  |  WEDNESDAY, 26 JUN 2024
... at Magellan leading the small and mid-cap team. They have enlisted Bennelong to launch the Canopy Global Small & Mid Cap Fund, a concentrated portfolio of 20 to 40 companies operating in various sectors and regions and have a market cap of US$70 billion ...

Montgomery adds to global strategy

ANNABELLE DICKSON  |  TUESDAY, 19 OCT 2021
... another fund from US-based Polen Capital to its Australian and New Zealand offering. The Polen Capital Global Small and Mid Cap Fund will be available to investors on October 21 following the partnership between both firms in March. The new fund is an ...

Boutique launches new Aussie equities fund

KANIKA SOOD  |  THURSDAY, 23 APR 2020
... holding back a Sydney-based boutique's plans to launch a new fund. Contact Asset Management tested its new small/mid cap fund via a paper portfolio for 18 months, before hitting launch in mid-March. The firm is owned by Washington H Soul Pattison ...

Ellerston LIC chair resigns

KANIKA SOOD  |  THURSDAY, 20 FEB 2020
... responsible entity) want to convert EGI shares to a new class of units in an unlisted fund, the Ellerston Global Mid Cap Fund. The goal is to eliminate the discount between EGI's net tangible asset value (NTA) and the share price - which was the subject ...

Zenith hires former asset management chief

KARREN VERGARA  |  THURSDAY, 10 MAY 2018
... groups, family offices, researchers and platforms. In October 2017, Concise Asset Management announced it wound up its Mid Cap Fund after about 10 years of operation. Prior to Concise, Parr five spent five years as a director of sales and marketing at ...

Melbourne boutique shutters under passive pressure

JAMIE WILLIAMSON  |  THURSDAY, 2 NOV 2017
... a letter to unitholders, Concise Asset Management said it has reluctantly decided to wind up its flagship Concise Mid Cap Fund in the interests of investors with the termination process to commence on 1 December 2017. "Despite our best efforts we have ...

Pohl launches mandate hunt as non-compete clause expires

MARK SMITH  |  THURSDAY, 22 MAY 2014
... appointment of former Macquarie Bank executive Andrew Dale as portfolio manager. Pohl said the company's flagship mid cap fund ECP AM EX50, has a capacity of $1.5 billion and ECP Asset Management is seeking five or six large clients to help fill it up. ...

Former Hyperion boss Dr Manny Pohl launches mid cap fund

MARK SMITH  |  TUESDAY, 9 JUL 2013
Former Hyperion Asset Management managing director Dr. Manny Pohl has launched a new long only, growth style mid cap equity fund via his new venture, ES Pohl & Co. The EC Pohl & CO Mid Market Opportunities fund will focus on stocks outside the ASX top ...

Paradice debuts fund for retail investors

LAURA MILLAN  |  TUESDAY, 2 APR 2013
... Westpac's advice and IFA channels and available through the BT and Asgard Wrap platforms. The Paradice Global Small Mid Cap Fund has appointed Equity Trustees to act as responsible entity and the fund has received a 'Recommended' rating from a recent ...

Ausbil, Eley and Patriot top review

MICHAEL HOBBS  |  THURSDAY, 9 APR 2009
... recommended' rating from the ratings firm. Aviva Investors Small Companies Fund, Challenger Wholesale Microcap fund; Concise Mid Cap fund; Perennial Value Smaller Companies Trust and UBS Emerging Companies fund were all rated 'recommended' following ...
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