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| | | ... relative performance, and one that we believe has been characterised by the market's rotation away from the quality stocks the fund focuses on...," the latest performance update read. "While the fund's recent results have been difficult, we are ... |
| | | | ... nine actively managed ETFs in Australia totalling assets under management of $2 billion. "With concentration in large cap stocks in the S&P500 at or near all-time highs, diversification into small caps has become even more important in balancing portfolio ... |
| | | | ... "But to see earnings growth so strong off what's an already high level, that's almost unprecedented." Technology stocks remained the dominate force behind market gains, with the sector climbing nearly 16% during the month. Colosimo said earnings ... |
| | | | ... and turns them into portfolio returns. That system is underpinned by four investment pillars. First, the fund only buys stocks on cheap valuations because that reduces their reliance on uncertain forecasts. Second, they stick with a bottom-up, not macro-driven ... |
| | | | ... superannuation funds. Benchmarking against MSCI World ex Australia Index, the strategy will typically hold between 250 and 500 stocks selected through a systematic and data driven investment process supported by fundamental oversight from the portfolio ... |
| | | | ... management system - and the same dividend rotation strategy as our Australian income Fund, just within a broader universe of stocks." |
| | | | ... rallied more than 50% over the past year on the back of strong copper prices and demand for critical minerals, technology stocks have struggled amid valuation pressure and concerns around AI disruption. VanEck said mid-cap companies have also outperformed ... |
| | | | ... Meanwhile, also co-founder and co-portfolio manager Matthew Booker added that the vast majority of ASX small and micro-cap stocks don't generate earnings or cashflow. "Our investment process places free cashflow at its core," Booker said. "By focusing ... |
| | | | ... corrections along the way, but fundamentally we can see a path to some pretty meaningful upside for many of the beneficiary stocks over the next multi-year period," he adds. China's DeepSeek rattled markets last year by being able to train its model ... |
| | | | ... investors expect," he said. "Concentration in the S&P/ASX 200 is rising at a pace not seen outside of a crisis, the top 10 stocks now accounting for 48.8% of the index, and historically these are the conditions that have coincided in the past with periods ... |
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