fund manager – The Inside Adviser

Alignment of interests and the value of human capital

June 10, 2021 by Giselle Roux

One of the boxes ticked when selecting a fund manager is whether the investment team has its own money in the strategy, or even better, has ownership in the organisation....

‘I would never have done it’: Monash ditches LIC

June 10, 2021 by Lachlan Maddock

Investment firm Monash has restructured its Absolute Investment Company LIC (which traded under the ASX ticker MA1) with near-unanimous shareholder approval, voicing concerns that the LIC was "besmirching" the house's...

Australian Ethical wins Responsible Manager of the Year

May 31, 2021 by Staff Writer

Money Management held its fund manager of the year awards last week. Presented by TV personality Andrew Daddo, the awards recognise stellar fund manager performance at a time when markets...

Global value leads the way in March, chart toppers rotate

April 29, 2021 by Ishan Dan

The first quarter of 2021 saw renewed confidence in global equity markets supported by positive developments in the fight against coronavirus together with better-than-expected economic data. Fiscal stimulus and vaccine...

Which managers are leading the value investing boom?

April 19, 2021 by Ishan Dan

In a nutshell, value investing is buying 'quality' companies at share prices well below intrinsic value. Quality is defined using four characteristics: A high-quality business that sells high-quality products, usually...

New rating system set to separate leaders from ‘greenwashers’

March 29, 2021 by Ishan Dan

Environmental, social and governance (ESG) considerations are becoming an increasingly important discussion point for advisers and investors alike. This was evidenced by the substantial turnout at the Inside Network's inaugural...

Overcoming career risk in the fund management game

March 22, 2021 by The Inside Adviser

It's commonly stated that career risk is among the biggest factors that drives the perceived under-performance of most active managers. The evidence suggests that as successful managers attract more capital...

Financial advisers in need of better data

March 18, 2021 by Giselle Roux

Not that long ago a fund manager could provide a mesmerising presentation slide on how it uses "big data." Examples might be using Google Earth to discern real-time movement in...

Three business ‘upgrades’ for advisers in 2021

March 9, 2021 by Drew Meredith

Despite hope that the vaccines would see a return to normal life in 2021, it appears we will live through at least another 12 months of uncertainty. Few people, outside...

Franklin, Hyperion lead Morningstar award finalists

February 22, 2021 by Ishan Dan

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...

Three stocks that delivered for Sage Capital in December

February 8, 2021 by Staff Writer

Most fund managers would probably prefer smooth sailing in their first 18 months of operation, not a global pandemic and the most volatile period for equity markets in recent history....

Future fund prepares for worst

February 1, 2021 by James Dunn

One of the most eagerly awaited updates in the investment market is that of the $171 billion Future Fund, Australia's sovereign wealth fund - and the December 2020 update was...

Private debt – the new growth sector

January 18, 2021 by Giselle Roux

It is no longer hype to talk up the growth in private lending. While some metrics on its size are questionable, typically including nearly everything that is not in the...

Bitcoin builds credibility for a new asset class

January 11, 2021 by Michael Armitage

The recent surge in the market value of Bitcoin (BTC) has made headlines this holiday season as the underlying structure of the market continues to attract more institutional investors. Recent...

Finding the next Amazon

December 7, 2020 by The Inside Adviser

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...

The power of long-short in a pandemic market

November 30, 2020 by The Inside Adviser

Long-short strategies, which involve giving a fund manager the flexibility to profit when share prices rise or fall, were gaining traction before the pandemic. The trend has continued to accelerate...

Impact investment in demand, but short supply

November 15, 2020 by Contributor

By now, people know what impact investing is and according to RIAA, impact assets under management in Australia have grown to about $19B at the start of 2020; up 250%...

Managers queue to catch the quoted funds wave

November 15, 2020 by Greg Bright

Loftus Peak, Australian global equities boutique, has become the second manager to launch a "quoted managed fund." This looks set to become a strong trend in retail distribution, with a...

What do financial advisers want from their fund managers?

November 9, 2020 by Giselle Roux

Words, words, words * Many of us spend quite a bit of time reading commentary and reports from fund managers. At times it feels like a desperate search for truth,...

RARE, Charter Hall, Munro lead Zenith award winners

November 4, 2020 by The Inside Adviser

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,...