NEWS
10 Nov 2020 - ESG INSIGHTS: Biden's most critical investment
9 Nov 2020 - Manager Insights | Prime Value
Damen Purcell, COO of Australian Fund Monitors, speaks with Richard Ivers, Portfolio Manager at Prime Value, about the Prime Value Emerging Opportunities Fund. The Fund has risen +19.06% over the 12 months to the end of September 2020, outperforming the ASX200 Accumulation Index by +29.27%. Since inception in October 2015, the Fund has returned +13.02% p.a. vs the Index's annualised return over the same period of +7.31%. The Fund's capacity to significantly outperform when the market falls is highlighted by its down-capture ratio (since inception) of 45.7%. Listen to this interview as a podcast
|
29 Oct 2020 - Webinar: Fund Manager Roundtable on the US Election
The US election is currently front and centre in the media - as it should be given that the outcome will shape the world for the next four years and beyond. Much of the focus is on the incumbents themselves, and much on the political ramifications of either a Trump or Biden victory, or even the possibility of no clear outcome at all. But what of the market outcome, both in the US, Australia, Asia or the world as a whole? This is a recording of a webinar hosted by Australian Fund Monitors on the 28th of October 2020. We speak with Rodney Brott from DS Capital, Rob Swift from Delft Partners and Chris Wheldon from Magellan Asset Management to get their perspectives on the market outlook post the US election and how they expect either outcome to influence their investment decisions. Listen to this webinar as a podast
|
28 Oct 2020 - The Presidential Volatility Kink
27 Oct 2020 - 3 Places to Invest as Interest Rates Head South
26 Oct 2020 - Manager Insights | Datt Capital
Damen Purcell, COO of Australian Fund Monitors, speaks with Emanuel Datt, the Founder and Principal of Datt Capital. Emanuel discusses the performance of the Datt Capital Absolute Return Fund with a particular focus on the fund's ability to protect capital. Emanuel also provides insight into how Datt Capital are positioning the portfolio in order to navigate an increasingly uncertain future. The Fund has returned +36.17% against the ASX200 Accumulation Index's -10.21% over the past 12 months. Since inception in August 2018, the Fund has returned +21.30% p.a. against the Index's annualised return of +0.52%. These returns have been achieved with a similar level of volatility to the market. Listen to this interview as a podcast
|
15 Oct 2020 - Should Your Portfolio Have Exposure to the Aussie E-Commerce Theme?
|
In this video insight Roger Montgomery discusses the exciting global megatrend of e-commerce. In the seven years between 2014 and 2020, worldwide retail e-commerce sales have grown from US$1.3 trillion to US$6.5 trillion. While much of the focus is on the leading giants; Amazon, eBay, and Alibaba, there are numerous small Australian companies generating serious returns for investors from e-commerce. City Chic Collective is an exciting global e-tailer with a structural component to its growth runway. |