NEWS
8 Sep 2020 - ESG INSIGHTS: THERE'S NO CLEAR SOLUTION TO THE PROBLEM OF PLASTICS
7 Sep 2020 - Manager Insights | DS Capital & Cyan Investment Management
Chris Gosselin, CEO of Australian Fund Monitors, speaks with Rodney brott, CEO & Executive Director of DS Capital, and Dean Fergie, Director & Portfolio Manager at Cyan Investment Management. Both funds, the Cyan C3G Fund and the DS Capital Growth Fund, have successfully navigated the rebound since March to record monthly returns and, in spite of the market's +38% rise, outperform the ASX200. In spite of both being in lock-down in Melbourne, some common views and themes were apparent - the ability to switch sectors from those such as travel, tourism or commercial property, to areas that have benefited from COVID - tech and communications for example. |
4 Sep 2020 - Manager Insights | Australian Eagle Asset Management
Australian Fund Monitors speaks with Australian Eagle Asset Management's CIO, Sean Sequeira, about how their funds have performed historically with a focus on their performance throughout CY20. Sean also details Australian Eagle Asset Management's outlook for the funds and the markets in which they invest going forward. Australian Eagle Asset Management operate two funds, the Australian Eagle Growth High Conviction Equity Fund and the Australian Eagle Trust Long-Short Fund, both of which have risen +8.7% over the past 12 months against the ASX200 Accumulation Index's -5.08%. |
1 Sep 2020 - Time to Move on? Go East?
31 Aug 2020 - An Introduction to Life Settlements
25 Aug 2020 - Manager Insights | Insync Fund Managers
Australian Fund Monitors speaks with Monik Kotecha from Insync Fund Managers about how their funds, the Insync Global Capital Aware Fund and the Insync Global Quality Equity Fund, have performed throughout the pandemic and how Insync expect them to perform going forward as the world adjusts to a post-COVID economy. Insync invest in high quality, large-cap, global companies which they expect to benefit from global megatrends. They combine this with active management of downside risk designed to protect the portfolio during significant equity market falls. |
25 Aug 2020 - A Time For Optimism
21 Aug 2020 - Manager Insights | Gyrostat Capital Management
Chris Gosselin, CEO of Australian Fund Monitors, speaks with Craig Racine from Gyrostat Capital Management about the Gyrostat Absolute Return Income Equity Fund. Craig's fund began in December 2010 and is designed to combine protection, returns and regular income through all stages of the investment cycle. The Fund includes a 'tail hedge' for gains on large market falls which was particularly beneficial during February 2020 (Fund: +3.27%, ASX200 TR: -7.69%) and March 2020 (Fund: +5.80%, ASX200TR: -20.65%). |