Embracing the loneliness mindset: Rich Pzena and the deep value dilemma
"I wouldn’t employ someone from a growth house and try to turn them into a value investor," says Rich Pzena. "It doesn't work, they're different people."
No slowing down for the Indiana Jones of Emerging Markets
The emerging markets pioneer turned a $100 million fund into a $60 billion behemoth over 30 years. And even now, well past 80, Mark Mobius still spends 250...
The deceased-estate detective with a nose for lost shares
Handling emotionally charged phone calls as a Lifeline counsellor taught Jon Moses the patience required to conduct forensic searches for lost shares and...
Paul Nicol came for the advice, stuck around for the career
A visit to an adviser at a young age gave Paul Nicol pause for thought. Instead of just investing with the help of a financial planner, why not put in the hard...
Meet Josh Lee, an advice director at 27 with a full book of clients and millions of online fans
By age 24 he had more clients than he could handle. On his 26th birthday Josh was appointed as a director at Link Wealth Group. "I hit the ground running," he...
Clarity of purpose is what we want to see in borrowers: Epsilon
The mid-market private manager's co-founding partner, Mick Wright-Smith, expounds on the biggest red flag borrowers can wave, as well as the lending advice...
Westpac's Evans sees no rate cuts before May as pessimism digs in
Bill Evans, who will step down next year after three decades as Westpac's chief economist, says "deeply pessimistic" consumer sentiment despite the RBA's...
ARK Invest's Cathie Wood on markets and the 'wonder' of innovation
After a punishing innings for her flagship ETF, ARK Invest founder Cathie Wood thinks investors need to stop living in the 70s. This time next year the Fed...
AMP flattens advice hierarchy with Hartley's chief executive role 'removed'
Hartley, who joined AMP from Sunsuper in January 2021, will help transition the AWM business to a flatter human resource model before leaving the group in...
Execs take up to 60 per cent pay cut to join new liquid equities fund manager Blackwattle
Having poached a number of high-profile portfolio managers (often at a discount), and with backing from family offices and high net worth investors, new...
Fine fleece to financial planning: The advice journey of Invest Blue CEO David Stephen
To give him a taste of the farming life, Stephen's father sent him to a neighbour who offered him $400 per week in wages, with $200 of that quarantined by his...
Broadway, financial advice and Kilimanjaro: The Anne Graham story
Anne Graham and her fellow co-founders named their advice business Story Wealth because they believe every client has a compelling story to tell. Turns out...
What winning fundies go through when they lose
After posting a 16.6 per cent average annual return since 2014 and 31.8 per cent in FY20/21, the Cyan 3G Fund lost 35.8 per cent in FY21/22. So how does it...
<strong>Not-for-profit world a path to a wealth of personal experience</strong>
An adviser with a non-traditional background, Liz Wheatley has developed into a specialist in guiding charitable organisations and philanthropists. The...