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Brilliant Investment Thinking by Advisers for Advisers.
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Chris Cuffe’s top 10 lessons revisited

Chris Cuffe first let the industry know, in 2015, what his 10 biggest lessons from years at the top in funds management were. He revisited and updated the list in...
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WTW takes on fund managers over diversity

Progress on diversity across the whole investment industry has remained disappointingly slow, according to a paper from Willis Towers Watson (WTW), the global investment consulting, funds management, and insurance broking...
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Spatium’s secret small cap sauce

Four years ago, old high-school buddies Nicholas Quinn and Jesse Moors were taking in the sunshine at a café on Melbourne's Southbank, when they decided to take their mutual interest...
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MDA market review: a watershed year

Managed Accounts, or Managed Discretionary Accounts (MDAs), are a relatively new investment solution available to consumers and financial advisers following recent advances in platform technology. MDAs have evolved to a...
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ESG: ‘Do as I do, not as I say’

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...
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IPOs and credit – overheated or heating up?

More than a sport, a financial mismatch There is an awkward, yet in many ways predictable, relationship between investors and the providers of investments. An old-fashioned assessment of demand and...
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Growth managers continue to shine

It's been a while since "value investing" made sense: the style has suffered a dreadful stretch of performance since the 2008 financial crisis. The 'Warren Buffett' mantra of buying low...
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Hamish Douglass pours oil on troubled waters

Hamish Douglass, the CIO of Magellan Financial Group, who oversees the largest Australian-owned global funds manager and is the current darling of both the wholesale and retail investor sectors, is...
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Will $5.20 Fill the Missing Link?

Shareholders of Link Administration Holdings (LNK), which provides services to the funds management and superannuation sectors and runs the share registry for many of the S&P/ASX 200 companies, have become...
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Sizing up the smalls

Generalising is a dark art. The moment one observes an apparent pattern, idiosyncratic data jumps out. Judging small-cap managers falls into this trap. Firstly, to the organisation. Those that are...
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A game-changer for managed funds?

The launch early in February this year of Australia's first unlisted fund to be quoted on the ASX, by Magellan group and its administrator, Mainstream, took a while to sink...
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IIG launches its $70m Impact Fund

Impact Investment Group (IIG) announced the launch of its new $70 million impact investment fund, designed to balance profit and purpose with a sustainable and socially conscious investment thesis. Inside...
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Integrity Life raises $43 million

Integrity Life secured $43 million in their recent series B round of funding. There was a strong interest in the raise, that took place before and during COVID-19. Given the...
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If you can’t beat them, buy them

While the active versus passive debate rolls on, and on, across the investment world, some active managers have gone to the 'dark side', at least partially, by adding more quantitative...
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‘Undiscovered’ $60 billion manager

The Rajiv Jain-led global equity manager, GQG Partners, was this year named ‘Undiscovered Manager of the Year’ by independent research house Morningstar.

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