Microcap Managers Continue To Outperform ETF’s
Q1FY19 was a challenging quarter for microcap managers but the majority of managers navigated the market well with the average manager posting a return of +2.6% for the quarter.
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Microcap Fund Snapshot – GTN Limited (GTN: ASX)
GTN provides real-time information to radio and television stations (affiliates) across Australia, Canada, UK and Brazil.
Read MoreWhy investing with principle doesn’t have to cost you returns
Michael Cantara from MFS discusses ESG factors and the role they play in today’s investment process.
Read MoreDNR Capital talk about Bravura Solutions (ASX:BVS)
In this Informed Investor video Sam Twidale, Portfolio Manager at DNR Capital explains why the market might be underestimating software solutions provider Bravura Solutions (ASX:BVS).
Read MorePrivate Portfolio Managers talks Amcor (ASX:AMC)
In this Informed Investor video Hugh MacNally, Director and founder of Private Portfolio Managers explains why the firm continues to hold Amcor in their portfolios.
Read MoreETF Market Monitor Video – August 31, 2018
In this video ETF Securities Kanish Chugh examines the key movements over the past week in the Australian ETF market.
Read More4D – Should Infrastructure Always Be Considered A Defensive Asset Class?
Sarah Shaw from Bennelong’s 4D boutique Fund talks with Informed Investor about how the different investment choices within infrastructure make it a more flexible asset class than investors understand.
Read MoreThe Global Economy & Bond Markets According To Franklin Templeton
In this video, Franklin Templeton’s Chris Siniakov talks to Informed Investor about the current state of the global economy.
Read MoreMagellan Talks Starbucks
Irrespective of what you might think about their coffee, one fact cannot be denied: with 29,000 stores around the world, Starbucks is a global corporate force to be reckoned with.
Read MoreGlobal Funds Turn Bearish On Trade Tensions
Big global investors are now very worried about the fallout from Donald Trump’s trade war with America’s allies and China and as a result, they have gone all negative on some shares (not the US and not mega techs) and on some economies.
Read MoreMFS: What The End Of The Credit Cycle Means For Markets
Informed Investor recently interviewed Pilar Gomez-Bravo, the Director of Fixed Income Europe for MFS, who discussed the impact of the changing credit cycle.
Read MoreL1 Capital Launch Limited-Offer UK Property Fund
The UK property team of L1 Capital led by Mr Kee Gan has launched a limited offer UK residential property fund (L1 Capital UK Residential Property Fund 2).
Read MoreThe New Criterion: Pooled Development Funds
A handful of Paul Keating era pooled development funds survive as listed companies. Two of them -Authorised Investment Fund and Acrux – have taken measures to revive their fortunes so that investors one day may enjoy the full benefits of the PDF structure.
Read MoreRoyal Commission : A Test Case For Responsible Investors
While the big four banks and AMP remain firmly in the sights of the royal commission, a larger conversation is taking place within the industry’s boardrooms.
Read MoreThe Long And Short of L1 Capital’s New IPO
You don’t often find a fund manager that you’ve never heard of who has delivered a 36.9% annual return. Even less often an Australian based award-winning Long Short manager with $3b under management.
Read MoreEngineering Absolute Returns On Dalton Street
If you met Dalton Street Capital’s Alan Sheen, you’d swear he was a professional rugby player.
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