Bell Potter LIC Weekly: NAOS Asset Management Spotlight

Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: NAOS Asset Management Spotlight.
Read MoreBell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: NAOS Asset Management Spotlight.
Read MoreBell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: ALF suspended.
Read MoreBell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: ESG integration, dispersion and performance.
Read MoreBell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Macroeconomic activity and two equity LICs to watch.
Read MoreBell Potter analyst Hayden Nicholson updates developments in the LIC market. WAM Global Options Issue.
Read MoreBell Potter analyst Hayden Nicholson updates developments in the LIC market. Attractive Global Growth Opportunities. WCM Global Growth (WQG). Thorney Re-Introduces Buy-Back.
Read More2020 has reminded investors of the need to remain vigilant in an environment of insurmountable data. Global uncertainties, tensions and sentiment can be hard to navigate on a day-to-day basis when this media is so readily accessible. The requirement remains however, the ability to discern what is materially relevant from those data points that are unseeingly obsolete. This landscape has seen the introduction of many active and smart beta style ETFs, which attempt to leverage an Investment Manager’s expertise or benefit from a foreseeable growth trend. December saw the launch of three new ETFs from Magellan Asset Management. Delivered at a low cost of 0.50% p.a., the funds provide a unique combination of active portfolio construction and systematic portfolio management (continued in report). The quasi style products may represent a looming convergence of the two with price competition. With passive funds required to indiscriminately buy as the market moves up and sell on the trajectory down, this combination may provide an expert assessment of investments with alpha generation and tailored cost minimisation.
Read MoreBell Potter analyst William Gormly updates developments in the LIC market. IBC Recommends CLF Shareholders Accept WAM Offer. Upcoming Magellan Partnership Offer.
Read MoreBell Potter provides a summary of the ETF market in October and highlight both the Vanguard Global Value Equity Active ETF as well as the Montaka Global Extension Fund.
Read MoreBell Potter analyst Hayden Nicholson updates developments in the LIC market where in line with its investment strategy, Hearts and Minds Investments (HM1) are refreshing the conference portfolio.
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