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BetaShares eyes offshore growth with new partner

BetaShares has taken on a new cornerstone investor, TA Associates, as it enters its second decade in business, with founding partner Mirae Asset Management cashing in its chips. TA is arguably the largest growth-orientated global private equity firm with a specialty in financial services. TA, which has backed managers such as PIMCO and Invesco early…

Greg Bright | 9th Mar 2021 | More
What to do when your star portfolio manager leaves

As is almost always the case, money talks. When a star portfolio manager suddenly resigns after recording spectacular gains, there is a good chance they have been poached within the funds management industry by a competitor waving more money. Sometimes entire teams leave altogether, or a high-profile portfolio manager may walk out, for one reason…

Ishan Dan | 1st Mar 2021 | More
  • T.Rowe Price wins global fund of the year

    The annual Awards held by Morningstar saw the winners of 2021 announced across various categories, something we covered here. Taking the majority of the awards was the team at Hyperion, which was also rated the overall Fund Manager for the year. Taking the Global Equities Fund Manager of the Year award, however, was Scott Berg…

    Ishan Dan | 1st Mar 2021 | More
    Morningstar award winners announced

    Mark Arnold and Jason Orthman stood at the podium to collect three awards at last Friday (Feb 26) afternoon’s annual Morningstar funds awards, including the main prize, that of Fund Manager of the Year. But they didn’t quite scoop the pool. They were on stage four times but had to make way for T. Rowe…

    Greg Bright | 1st Mar 2021 | More
  • Franklin, Hyperion lead Morningstar award finalists

    Last week, investment research firm Morningstar Australasia announced the finalists of the 2021 Morningstar Australia awards. Some of the big names include First Sentier Investors, Franklin Templeton and Hyperion Asset Management – all in the running to win the prized fund manager of the year award. Each of these funds has delivered exceptional returns to…

    Ishan Dan | 22nd Feb 2021 | More
    Bryan Gray released after 32 years in custody

    Bryan Gray, a genuine stalwart of, and major contributor to, the strong position of Australia and New Zealand’s asset servicing sector, has retired. He spent 12 years at State Street followed by nearly 20 years at J.P. Morgan. Gray is the only person to have been chair of the Australian Custodial Services Association twice, in…

    Greg Bright | 21st Feb 2021 | More
    Revolution expands investment team to meet growing demand

    Revolution Asset Management, a specialist private debt manager under the Channel Capital stable, has announced new appointments to its investment team to meet growing demand from institutional and wholesale clients.  Lucie Bielczykova and Steve Sutinen will be joining the growing firm as assistant portfolio manager and portfolio manager respectively. Established in 2017, Revolution has grown…

    Staff Writer | 17th Feb 2021 | More
    Australian Ethical hits $5 billion after 35 years

    “Green-washing” and ESG may have been the most popular words in funds management in 2020, as consumers became more interested in where their capital was being invested and what it was being used to support. An extensive list of events ranging from Westpac’s money-laundering scandal, to Rio Tinto’s sacred-sites explosions and staff under-payments, has challenged…

    The Inside Adviser | 8th Feb 2021 | More
    GQG hits US$86 billion despite growth sell off

    Leading global equity manager GQG Partners, which is now just five years old, is now four times larger than home-grown Platinum Asset Management and closing in on Magellan. Named for the core of its investment philosophy ‘Global, Quality, Growth’ the experienced team managed to add another US$36 billion in assets under management in 2021 even…

    The Inside Adviser | 4th Feb 2021 | More
  • Platinum looks within to replace top performing manager

    The departure of top performing Asia Fund manager Joseph Lai before Christmas has forced contrarian value manager Platinum Asset Management into some leadership changes. The company announced to the ASX recently that Clay Smolinksi, who is currently the Portfolio Manager of the Platinum International and Unhedged Funds would be promoted to co-CIO with Andrew Clifford….

    Staff Writer | 4th Feb 2021 | More
    In conversation with Troy Armstrong, Koda Capital

    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…

    Abbey Minogue | 28th Jan 2021 | More
    The stars are aligning for traditional ‘value’ stocks

    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…

    Staff Writer | 28th Jan 2021 | More