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Atchie’s top 5: Core global equity blend funds

The benchmark core equities sector is a fundamental sleeve in any sophisticated portfolio. Most profess top quartile returns, but which five have genuinely outperformed the market over a three year term?

Will Arnost | 4th Dec 2023 | More
Embracing the loneliness mindset: Rich Pzena and the deep value dilemma

“I wouldn’t employ someone from a growth house and try to turn them into a value investor,” says Rich Pzena. “It doesn’t work, they’re different people.”

James Dunn | 6th Nov 2023 | More
  • Quality over quantity: How Claremont Global avoids managed-fund pitfalls

    Most managed funds simply hold too many stocks to provide reliably effective returns for investors, according to Claremont Global head Bob Desmond, who says a quality, high-conviction strategy makes diversification less crucial.

    Lisa Uhlman | 2nd Nov 2023 | More
    Bubble warning: why Nvidia might be ‘too big to succeed’

    Despite strong fundamentals for the chip king, Research Affiliates says investors are overplaying Nvidia as the ‘safe’ hand in the AI game.

    David Chaplin | 11th Sep 2023 | More
  • In the shadow of Edinburgh Castle, reinvestment is the Rock of Ages

    Edinburgh-based Dundas Global Investors sees dividend growth, rather than dividend income itself, as the key to long-term outperformance. The numbers bear out the wisdom of that approach.

    James Dunn | 4th Sep 2023 | More
    Consumer discretionary strength drives upbeat reporting season

    Companies were largely able to pass cost increases on to the surprisingly resilient Australian consumer, allowing them to defend profit margins, while retail continued to defy analysts’ expectations of a downturn.

    Nicki Bourlioufas | 4th Sep 2023 | More
    Despite looming tech fears, some say sky’s the limit for Nvidia

    Brokerages raising their target price on Nvidia shares this month have pushed the median view to US$500, and analysts say that may be conservative. After an impressive earnings report, hedge funds and others are piling into the chip maker even as high bond yields threaten tech stocks.

    Nicki Bourlioufas | 28th Aug 2023 | More
    The ‘thrill of the chase’ in the small cap space

    Small caps are coming back from a tough year, while opportunities abound in the IPO market and founder-led businesses according to Ausbil small and microcap portfolio manager Arden Jennings. 

    Staff Writer | 14th Aug 2023 | More
    Process over performance with high conviction: Claremont Global’s Bob Desmond

    Focussing on a concentrated portfolio of quality and growing stocks can expose investors to strong profit growth and some of the best companies in the world, Claremont Global’s Bob Desmond said at the Inside Network’s recent Investment Leaders Forum. It just requires thinking through the noise and understanding a company’s culture.

    Lisa Uhlman | 14th Aug 2023 | More
  • Beware the ‘aggressive optimism’ around overvalued tech stocks: Atrium

    Technology stocks at the big end of the S&P500 have enjoyed a (mostly) golden run, but Atrium Investment’s Brendan Paul warns that Nvidia’s astronomical valuation may have tipped the balance.

    Tahn Sharpe | 28th Jul 2023 | More
    June shakeup for most-traded ASX stocks; tech boom driving US gains

    After a three-month run as the most-traded ASX stock on Selfwealth’s platform, Neuron Pharmaceuticals ceded its spot to CBA in June as healthcare, mining and banking stocks jostled for investors’ attention.

    Lisa Uhlman | 17th Jul 2023 | More
    An abundance of value, or is the market just presenting more value traps?

    High payout ratios and non-cyclical price falls are some of the red flags investors need to be wary of. A selection of portfolio managers reveal what they look out for, and try to avoid, when hunting for value stocks.

    Nicki Bourlioufas | 13th Jul 2023 | More
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