In Focus
Detailed fund profiles and manager analysis for Australian financial advisers, including strategy, positioning, and portfolio fit.
Top performing funds receive ratings upgrades
It was another busy week for Australia’s rating agencies, both on a corporate and operational level. On the one hand, Australia Ratings Group was...
What are High Conviction funds?
Often used to describe a particular type of investment style – for example, the High Conviction Equities Fund – “conviction” is all...
Franklin, Hyperion lead Morningstar award finalists
Last week, investment research firm Morningstar Australasia announced the finalists of the 2021 Morningstar Australia awards. Some of the big names include...
Mirae Asia Great Consumer fund upgraded to 'Recommended'
The Asian middle class, but particularly that in China and India, is one of the fastest growing-population cohorts in the world; and potentially, the most...
Three stocks that delivered for Sage Capital in December
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...
GQG hits US$86 billion despite growth sell off
Leading global equity manager GQG Partners, which is now just five years old, is now four times larger than home-grown Platinum Asset Management and closing in...
BNY Mellon launches 'Future' thematic focus
BNY Mellon, one of the three oldest banks in the US, in partnership with its subsidiary Newton Investment Management, is launching a range of industry-leading...
Is internalisation the best way forward?
It was surprising to hear that one of the Platinum Asset Management’s top performing managers, Joseph Lai, Portfolio Manager of the Platinum Asia Fund,...
Block, build, commit
After being awarded Fund Manager of the Year for 2020, you could be forgiven for expecting Pendal to rest on its laurels and cruise into the Christmas break....
Datt Capital tops Australian Equity funds
Datt Capital Absolute Return Fund ranked as No.1 Australian Equity Fund by Fund Monitors The Datt Capital Absolute Return Fund has been recognised as the No. 1...
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...