Space X already lifted-off for Pengana
The potential Space X initial public offering (IPO) later this year will be the largest – and likely the most sought-after – stock market float yet seen....
Specialisation, scarcity and staying power: Inside high-conviction investing
In an industry obsessed with breadth, Cooper Investors’ Endeavour Fund is doubling down on depth and specialisation.
New global small-caps fund targets wholesale, retail investors
A new offering for “mums and dads” from Warakirri Asset Management has an investment strategy that focuses on recent changes at a company that the market...
Craft, curiosity and capital: Inside the Cooper Investors Endeavour Fund
It’s easy to forget, when listening to Marcus Guzzardi and Geoff Di Felice speak about investing, that their job is fundamentally about numbers. Not because...
ClearBridge Global Value Improvers Fund
The Why? What is the fund’s value proposition and purpose? The ClearBridge Global Value Improvers Fund focuses on global companies that the Portfolio...
Leading the pack in 2024: High-yield income funds that are outperforming
Despite the inherent risks, the allure of high-yield fixed income funds in 2024 remains strong. They offer a compelling opportunity for enhanced returns...
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...