In Focus
Detailed fund profiles and manager analysis for Australian financial advisers, including strategy, positioning, and portfolio fit.
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...
DNR adds SkyCity and Scentre
Australian equities fund manager, DNR Capital, which is managed and led by chief investment officer Jamie Nicol and Portfolio Manager Scott Kelly, says the...
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...
Device Stars Part 3
4DMedical (4DX, $1.58)Market capitalisation: $418 millionThree-year total return: n/aAnalysts’ consensus target price: $1.70 (Thomson Reuters) Imaging...
DNR Capital: "Quality companies poised to win"
Market risks appear more balanced, quality companies poised to win market share.
On Values and Value, Sendle Delivers for Federation
When brand-new boutique investment house Federation Asset Management was introduced to "virtual" parcel delivery service Sendle, in 2018, it was a meeting of...
Scrutiny will lead to improved outcomes
Over the last few weeks there has been a heightened level of debate concerning Listed Investment Companies (LICs) and Listed Investment Trusts (LITs). As...