Claremont Global

You don’t need to be a tech stock advocate to understand the importance of looking beyond the headlines and the hype, creating your own narrative based on facts, and assessing each opportunity with a clear lens.

With over 2 million Australians invested in ETFs and every second SMSF holding them, it’s little wonder managers are keen to launch active ETF versions of their most successful funds.

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.