Ausbil

Inflation has likely peaked and the small cap market has bottomed out. The bad news is that relative returns have already started improving. The good news is that we’re still a few standard deviations from the mean, and there’s still plenty of upside.

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. 

Michael Price from Ausbil speaks with Peter White at The Inside Network’s Income & Defensive Assets Symposium.

The team at Ausbil have come up with a novel way to generate income without increasing risk or removing alpha generating opportunities.

Simon Wood from Ausbil speaks with Drew Meredith at The Inside Network’s Equities & Growth Assets Symposium.

Global small-caps consistently outperform their large-cap brethren – and do it with a better risk-adjusted return – but few investors are paying attention, according to Ausbil portfolio manager Tobias Bucks. “Global small-caps outperform global mid-and large caps. Like all maths, it’s boring but it’s true,”Mr Bucks told the Inside Network’s Equities and Growth Symposium on…

With attention focused on the record-breaking run of the Dow Jones Industrial Average (DJIA), which now sits above 30,000 points for the first time, smaller companies continue to be neglected. Yet with the Russell 2000 currently over 20% higher in November alone, perhaps the tide is beginning to turn. One of the core premises of…

INSight #42 – ‘How important is the USD for commodities and resources?’, with Luke Smith from Ausbil Investment Management.

As is the trend this year, Melbourne-based Zenith Investment Partners held their annual Fund Manager of the Year awards online over the weekend. The session was hosted by John Nicoll, Head of Sales, and David Wright, CEO, both presenting remotely. In what was an incredibly difficult year for the finance industry, Wright stressed the important…

The concept of ESG has been a key driver of fund flows, but most importantly marketing strategies, in recent years. Nearly every fund manager worth their salt has a well-written ESG strategy, outlining its views on the most important issues facing investors, management, and boards. Not to mention the expanding set of “sustainable” and ESG-focused…