portfolio manager – The Inside Adviser

Where this top performing small cap manager is looking now

June 14, 2021 by Drew Meredith

2020 and much of 2021 have been fertile hunting grounds for smaller-company investors in Australia. So much so, that the last 12 months has seen an influx of new managers...

‘You can’t just ride the trend’

June 7, 2021 by Staff Writer

The "green" future is covered in dirt. As the proposed shift toward carbon targets and decarbonisation continues apace, it is increasingly clear that the shift will rely heavily on old-fashioned...

Freehold and Alceon merging businesses, positioned for growth

April 15, 2021 by Staff Writer

Alceon Group, led by respected industry veteran Trevor Loewensohn, announced this week that it is formally combining its business with Freehold Investment Management. The consolidation comes after Alceon acquired a...

Why one manager is bullish on a dividend boom

March 25, 2021 by Staff Writer

Are investors looking at a dividend bonanza in 2021? According to Dr Don Hamson, portfolio manager of the Plato Australian Shares Income strategy, the drought may be coming to an...

What to do when your star portfolio manager leaves

March 1, 2021 by Ishan Dan

As is almost always the case, money talks. When a star portfolio manager suddenly resigns after recording spectacular gains, there is a good chance they have been poached within the...

T.Rowe Price wins global fund of the year

March 1, 2021 by Ishan Dan

The annual Awards held by Morningstar saw the winners of 2021 announced across various categories, something we covered here. Taking the majority of the awards was the team at Hyperion,...

Revolution expands investment team to meet growing demand

February 17, 2021 by Staff Writer

Revolution Asset Management, a specialist private debt manager under the Channel Capital stable, has announced new appointments to its investment team to meet growing demand from institutional and wholesale clients. ...

Adviser losses not reflective of industry progress

January 18, 2021 by The Inside Adviser

The beginning of 2020 has been dominated by headlines of mass adviser departures from the industry, with the number of registered advisers having fallen to levels of five years ago....

With diversification: the future is east

October 8, 2020 by The Inside Adviser

Despite being Australia's most important trading partner and closest neighbour, Asia remains largely undiscovered and under-appreciated by Australian investors. The region now represents 60 per cent of the global population,...