FAANGs

Plenty of significant investment opportunities exist in the market according to Bell Asset Management’s Ned Bell and John Malloy from Redwheel, but investors need to look beyond large caps and developed markets to find them.

This piece of advice from Zehrid Osmani, portfolio manager of the global unconstrained strategy at Franklin Templeton boutique, Martin Currie, couldn’t have been more pertinent than in 2020. Osmani, who joined from BlackRock in 2020, suggests this is one of the most important traits of success in the investment management industry, but particularly in the…

Every fund manager talks about finding the next Amazon, Facebook, or Google, but very few are able to do it consistently. In fact, a broad majority of global equity strategies seem to live by the saying “if you can’t beat them, join them,” with the big tech names dominating value, growth, and every strategy in…

Video games have traditionally been associated with laziness, requiring someone to stay at home in a dark room when they could be doing more ‘productive’ things with their lives. How things have changed! The 2019 Fortnite World Championships attracted 40 million entrants chasing a US$30 million ($41 million) prize pool, with the finals televised in…

Consider the process by which a security or investment is priced. Separately, if it has similar fundamental underpinnings to the core part of portfolio, typically listed equity.