In Focus
Detailed fund profiles and manager analysis for Australian financial advisers, including strategy, positioning, and portfolio fit.
Trailblazing deep tech investors dig into fourth NZ fund
The NZ science and technology investors are onto their fourth fund, which is shaping up as their biggest yet. Savvy investment and active ownership have been...
Australia's best value hunters: Top 5 large value equity funds unveiled
Each of these five fund managers focus on finding undervalued stocks that have significant potential for growth. And in Australia – on a performance level,...
The art and science of high conviction investment: Claremont Global
There is a world of complexity behind the construction of a highly concentrated portfolio of stocks that consistently outperforms the benchmark. According to...
Australian Ethical opens up on how its ethical charter shapes portfolios
"The portfolio does look different to mainstream," says Australian Ethical portfolio manager and equity analyst Deana Mitchell, before explaining how the fund...
Succession and the rise of 'skin in the game' managed funds
The Inside Network's Jimmy Dunn takes a good, long, drama-filled look at the latest wave of equity funds that base their investment philosophy on companies...
HMC Capital leans into community connection
In its latest sustainability report HMC details the kind of comprehensive ESG strategy typical of a fund manager that appreciates the value of corporate...
Yarra Capital adds long-short strategy to stable
Leading Independent Australian fund manager Yarra Capital recently announced the addition of a new Market Neutral Australia Equities investment strategy to...
Volatility supports 'reshaping' of Magellan's global strategy
Magellan Financial Group (ASX:MFG) has remained in the headlines on a near daily basis, with continued uncertainty around the return of CIO and Founder Hamish...
Alphinity the latest to lower management fee on global strategy
Reading media headlines today, advisors and investors may have missed one of the more powerful releases, for the long-term at least. It related to another...
Why Morningstar is doubling-down on Aussie fundies
The “widow-maker” in the Australian investment context has long referred to those willing or stupid enough to take a short position on the...
eToro launches Female Leadership portfolio
“During the Covid-19 crisis, we’ve heard anecdotally about women leaders doing a better job and new research backs that up.” According to...