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Troy joined the Koda Capital team in late 2019 as an Adviser and Partner, but brought with him extensive experience across self-managed superfunds, trusts and companies, which allowed him to quickly cement his position within the independent wealth management firm based in Melbourne. While he does have an impressive history of positions among some of…

Angela Ashton, founder and director of asset consultant Evergreen Consultants, suggests that TINA – or ‘There is No Alternative,’ to equities, that is – will be one of the driving themes of 2021 for investors. After outperforming the Chant West superannuation benchmarks, delivering a return of 4.93% from its balanced option for 2020, Evergreen now…

Investment and superannuation service provider Mainstream Group (ASX: MAI) reported a 20 per cent yearly rise in funds under administration this week. The company, which has broadened its services from traditional administration including application forms and tax reporting, to complementary businesses lines like custody and superannuation, is riding a tailwind of structural growth. Founded in…

After a lifetime in super administration, David Orford has realised another long-held ambition. This week he announced the final piece in what he believes is the best retirement solution in Australia, which will be manufactured in conjunction with Generation Life. Optimum Pensions, controlled by the Orford Foundation, which is the beneficiary of most of Orford’s…

BNY Mellon, one of the three oldest banks in the US, in partnership with its subsidiary Newton Investment Management, is launching a range of industry-leading global equity strategies. Aptly named the “Future” funds, they will seek to offer investors exposure to the tailwinds associated with climate change, the revolution in food production and importantly, the…

In a year of bushfires, cheap money, a US Presidential election and a global pandemic, investors were exposed to a rollercoaster ride of mixed emotions, panic selling, and dizzying bouts of volatility. Reflecting back on the calendar year 2020, it is interesting to see which group of companies outperformed. Large or small caps? Tech or…

A small coterie of now well-heeled technology entrepreneurs is responsible for much of the progress seen in that segment of the Australian investment advice landscape for the past 25-or-so years, mostly starting in the days of dial-up modems. Two of them have just joined the board of the latest financial adviser systems firm, the four-year-old…

WLTH is a brand-new financial services neo-platform providing Australians with a smarter, sustainability-focused solution to financial products but particular residential and commercial loans. WLTH is the latest ‘non-bank’ digital lending and payments platform seeking to disrupt the financial services industry in Australia. The launch follows the recent shutdown of neo-bank Xinja after it failed to…

High conviction Australian equity manager Blackmore Capital has flagged a major shift in its portfolio ahead of what CIO Marcus Bogdan suggests is a ‘V-shaped recovery’ in corporate profits over the next 12 months. Bogdan cites improving economic indicators including forward looking manufacturing PMI releases as a key reason to be more positive on the…

Tim Townsend, like many in the 1990s, fell into the world of finance, but fast forward through a 25-year career and Townsend highlights the decision to invest in himself, founding Townsend Cobain, with business partner Rod Cobain, as his best. Beginning his career at the Credit Union in Victoria when they had just developed a…

With interest rates at all-time lows, and term deposits lucky to be paying 0.5%, investors have simply been forced to look for alternative income-generating investments. The share market has obliged, but not only in the form of normal equity dividends – but in newer listed income-bearing investments. One of the most recent offerings came last…

Platinum Asset Management’s lead portfolio manager on its $5.2 billion Asia-ex Japan fund, Joseph Lai, resigned suddenly over the Christmas period and has left the firm. He had signed off, however, on a stellar year for the group’s top-performing strategy. Lai took over running the Asia ex-Japan managed fund (and the $492 million listed version)…