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The team at Datt Capital is punching the air in delight as the firm hits their three year goal for the Datt Capital Absolute Return fund. There has always been an initial five-year plan in mind to develop a sustainable, high-performing boutique funds management business. At the three-year mark, the team is well-positioned to deliver…

Ox Capital has officially launched its ‘Dynamic Emerging Markets Fund’ in September 2021. In association with Challenger-owned Fidante Partners, Dr Joseph Lai, who until recently managed the Platinum Asia Fund, and Doug Huey will combine to lead this specialist strategy. The team has grown quickly to five staff since being founded, with Kate Goodwin and…

Insiders at the Zenith Investment Partners annual awards know that you can improve your chances of guessing the winner of the major Fund Manager of the Year category by studying history. For instance, in the past 10 years since the annual awards have been held – this is the 10th year – no winner of…

Having left the ambitious specialist retirement start-up of the Allianz Insurance group, Allianz Retire+, in July, Matt Rady was this week named as CEO of BT Financial Group. Rady became the inaugural CEO of Allianz Retire+ in June 2018, after a long search during which the firm’s founder and driving force, Adrian Stewart, a former…

Fund Manager Franklin Templeton Australia has been recognised for their award-winning global equities SMA. It’s the second year running that the manager has taken out the International Equities category at the 2021 IMAP Managed Account Awards. The Institute of Managed Account Professionals (IMAP) is the only industry organisation for advisers, managers, providers and other businesses…

The 10th annual Zenith Investment Partners funds management awards will be live-streamed this year, on October 15, with the list of 22 awards having been fine-tuned for the occasion. A new award has been added – global small-cap equities – but two previously separate awards – Best Exchange Traded Fund and Best Listed Investment Company…

The Financial Services Council (FSC) has introduced its Women in Investment Management Charter (WIM Charter). The purpose of the WIM Charter is to help improve gender balance in investment management, through the introduction of additional accountability and transparency mechanisms to enable organisations to achieve their desired, self-nominated, gender diversity target.   As part of its commitment, First…

Pikoulas departs Lipman Burgon as Pengana hires for high conviction. Covid-19 movement restrictions don’t appear to have restricted much job movement this week, with Alex Pikoulas amicably leaving his role as chief investment officer of high-net-worth boutique Lipman Burgon. It’s understood that Pikoulas will be joining Harper Bernays – which bills itself as “One of…

Inside Appointments covers all the key moves this week Crestone nabs big bank defectorsCrestone has appointed six new investment advisers to its Brisbane team in response to increased demand from its growing Queensland client base. Two of the newest additions to the team – John Paul Geribello and Jason Poppi, who came on-board in June…

Joseph Lai, the top-performing Asia equities manager who resigned from Platinum Asset Management on December 29 last year, is set to join Fidante’s new boutique, Ox Capital. He will reportedly link up with another long-term emerging markets specialist, Doug Huey. The two had worked together at Platinum, where Huey was an investment analyst, prior to…

If investors ever had any concerns about whether the Perennial ‘Better Future’ strategy was giving up any potential returns through its ESG orientation, the actual results should put them to rest. The strategy, available through a standard unlisted unit trust, the listed active managed fund vehicle (ASX: IMPQ) and mandates on request, has averaged 14.7…

Even in ethical and responsible investing, ‘there will always be winners and there will always be losers, not everything is going to win’. They were some of the words of wisdom offered by Mike Murray, Head of Domestic Equities at Australian Ethical. What began as a boutique, niche ethical fund manager has grown into a…