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Printed: 20 June 2024 9:37 AM

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Performance Report: Bennelong Emerging Companies Fund
20 Jun 2024 - FundMonitors.com
The Bennelong Emerging Companies Fund rose by +1.6% in May, outperforming the ASX 200 Total Return benchmark by +0.68%. Since inception in November 2017, the fund has returned +17.57% per annum, an outperformance of +9.25% relative to the...
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Remembering Daniel Kahneman
20 Jun 2024 - East Coast Capital Management
In late March, psychologist and economist, Daniel Kahneman, passed away at the age of 90. His work with Amos Tversky and others helped to establish the field of behavioural economics, including explaining cognitive biases and heuristics,...
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Performance Report: Quay Global Real Estate Fund (Unhedged)
19 Jun 2024 - FundMonitors.com
The Quay Global Real Estate Fund (Unhedged) rose by +2.87% in May, outperforming the FTSE EPRA/ NAREIT Developed NET TR benchmark by +1.9%. Since inception in January 2016, the fund has returned +6.63% per annum, an outperformance of...
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The outlook is sunny for global travel
19 Jun 2024 - Yarra Capital Management
Travel and holidays are important to many people as they represent a break from the norm, a chance to escape mundane reality and experience something exciting and possibly exotic. They are a chance to reconnect with family and friends away...
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Performance Report: Skerryvore Global Emerging Markets All-Cap Equity Fund
18 Jun 2024 - FundMonitors.com
The Skerryvore Global Emerging Markets All-Cap Equity Fund returned -1.24% in May, outperforming the MSCI Emerging Markets (MMEF) AUD by +0.57%. Since inception in August 2021, the fund has returned +4.13% per annum, an outperformance of...
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Investment Perspectives: The opportunity in Canadian housing
18 Jun 2024 - Quay Global Investors
Over the past 24 months, most investors and commentators were ambushed by the resilience and strength of the Australian housing market. Despite prophecies of doom, values have held up in the face of the significant interest rate hiking cycle.
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Performance Report: Bennelong Long Short Equity Fund
17 Jun 2024 - FundMonitors.com
The Bennelong Long Short Equity Fund rose by +6.44% in May, outperforming the ASX 200 Total Return benchmark by +5.52%. Since inception in February 2002, the fund has returned +12.88% per annum, an outperformance of +4.74% relative to the...
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Performance Report: Glenmore Australian Equities Fund
17 Jun 2024 - FundMonitors.com
The Glenmore Australian Equities Fund rose by +1.12% in May, outperforming the ASX 200 Total Return benchmark by +0.2% and taking the fund's track record to 7 years since its launch in June 2017. Since inception, the fund has returned...
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Manager Insights | East Coast Capital Management
17 Jun 2024 - FundMonitors.com
Chris Gosselin, CEO of FundMonitors.com, speaks with Richard Brennan, Strategy Ambassador at East Coast Capital Management.
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Hedge Clippings | 14 June 2024
14 Jun 2024 - FundMonitors.com
US Inflation - Progress, but could do better Jerome Powell's comments on US inflation following the Fed's FOMC meeting this week sounded somewhat similar to Hedge Clippings' school reports all those years ago: "Making progress,...
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