NEWS
30 Aug 2021 - Managers Insights | Vantage Asset Management
Damen Purcell, COO of Australian Fund Monitors, speaks with Michael Tobin, Managing Director of Vantage Asset Management. The current offer of Vantage Private Equity Growth 4 is a closed-ended fund. The Fund's inception date is 30 September 2019 and the close date is 30 September 2021. The Fund will invest in Private Equity funds based in Australia, along with Permitted Co-investments, to create a well diversified portfolio of Private Equity investments. Prior Vantage Funds continue to perform well with June seeing a composite performance of +2.42%. Quarterly performance was +8.64% and 12 month performance +58.73%.
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24 Aug 2021 - Cutting Through the Noise
Cutting Through the Noise AIM August 2021 |
The purpose of this webinar is to cut through headline noise and provide a 'boots on the ground' view of what businesses are actually seeing & experiencing in the US economy. The time-stamped summary section on the hosting site will allow you to skip through to areas of interest. |
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24 Aug 2021 - Managers Insights | Equitable Investors
Chris Gosselin, CEO of Australian Fund Monitors, speaks with Martin Pretty, Director at Equitable Investors. The Equitable Investors Dragonfly Fund has been operating since September 2017. Over the past 12 months, it has risen by +67.27% vs the ASX200 Total Return Index's +28.56%. Over that period it has achieved up-capture and down-capture ratios of 217% and 84% respectively, indicating that, on average, the Fund outperformed in both the market's positive and negative months.
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23 Aug 2021 - Managers Insights | Premium China Funds Management
Damen Purcell, COO of Australian Fund Monitors, speaks with Paul Harding-Davis, CEO of Premium China Funds Management. The Premium Asia Fund aims to generate positive returns by constructing a portfolio of securities which provides exposure to the Asia (ex-Japan) region. Over the past 12 months, the fund has risen by +26.16% compared with the Asia Pacific ex-Japan Index which has returned +16.87%, and since inception in December 2009 it has returned +12.49% per annum vs the index's annualised return over the same period of +6.47%.
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18 Aug 2021 - Fund Review for FY21
Fund Review for FY21, China's regulatory crackdown and Square's acquisition of Afterpay Frazis Capital Partners August 2021 |
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Michael Frazis, Managing Partner at Frazis Capital Partners presents the Fund Review performance for 20/21, touching on the Chinese regulatory crackdown and the acquisition of Afterpay by Square Inc.
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16 Aug 2021 - Managers Insights | Collins St Asset Management
Chris Gosselin, CEO of Australian Fund Monitors, speaks with Vasilios Piperoglou, Co-Founder & Head Analyst at Collins St Asset Management. The Collins Street Value Fund has been operating since February 2016 and has delivered an annualised return since then of 19% vs the ASX200 Total Return Index's annualised return over the same period of 11.67%. Over the past 12 months, the Fund has risen +60.6%, outperforming the Index by +32%. The Fund's capacity to outperform in falling and volatile markets is highlighted by its Sortino ratio (since inception) of 1.41 vs the Index's 0.96 and down-capture ratio of 38.3%.
Collins St Asset Management just opened Collins St Special Situation Fund No. 1 applications. Offer to invest in a basket of global listed securities in the oil services industry. The fund is only available to new investors with a minimum investment amount of $250,000. Applications will close at midnight of 31 August, 2021. |
2 Aug 2021 - Managers Insights | Collins St Asset Management
Damen Purcell, COO of Australian Fund Monitors, speaks with Rob Hay, Head of Distribution & Investor Relations at Collins St Asset Management. The Collins Street Value Fund is an index unaware fund which seeks to create strong investment returns over the medium and long term with capital preservation a priority. Collins St maintain a portfolio of investments in ASX listed companies that they have investigated and consider to be undervalued. The Fund has risen +64.78% over the past 12 months against the ASX200 Accumulation Index's +27.80%, and with a similar level of volatility. Since inception in February 2016, the Fund has returned +19.26% p.a. vs the Index's annualised return over the same period of +11.63%.
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27 Jul 2021 - AIM FY21 Investor Webinar
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In a year largely driven by narrative ("Value! Growth! Reflation! Deflation!"), the AIM GHCF's portfolio of high-quality companies delivered a solid return (+25.8%), with much lower volatility than the market. In this Webinar, the AIM investment team looks at what drove those returns and discusses why we believe ignoring market narratives and focusing on fundamentals is a much better recipe for long-term sustainable returns. Summary: Funds operated by this manager: |
19 Jul 2021 - Manager Insights | Prime Value Asset Management
Damen Purcell, COO of Australian Fund Monitors, speaks with Richard Ivers, Portfolio Manager at Prime Value Asset Management. The Prime Value Emerging Opportunities Fund invests in companies in the diversified emerging companies sector. Since inception in October 2015, it has returned +16.30% p.a. against the ASX200 Accumulation Index's annualised return over the same period of +11.05%. The Fund has demonstrated superior performance in falling and volatile markets, with a Sortino ratio (since inception) of 1.45 vs the Index's 0.89, and a down-capture ratio (since inception) of 46%. Over the most recent 12 months, the Fund has risen +42.01% vs the Index's +27.80%, and has achieved a down-capture ratio of -4.64%.
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Prime Value will be running a webinar on 21 July at 12:30pm AEST. This webinar will be hosted by Phil Morgan, Director Investor Relations & Capital Raising, and presented by their Equities Portfolio Managers, ST Wong and Richard Ivers. What they will discuss:
Please click the link below to RSVP and you will receive an email confirmation with the zoom link to attend the webinar. Register for the webinar on Wednesday 21 July at 12:30pm
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16 Jul 2021 - Manager Insights | Delft Partners
Chris Gosselin, CEO of Australian Fund Monitors, speaks with Robert Swift, Chief Investment Officer at Delft Partners. The Delft Global High Conviction Strategy invests in companies listed on major global developed market exchanges by combining 'fundamental' analysis with quantitative stock selection tools. The strategy began in July 2011 and has returned +15.95% p.a. with an annualised volatility of 11.91% since then. It has achieved Sharpe and Sortino ratios of 1.15 and 2.16 respectively, highlighting its capacity to achieve superior risk-adjusted returns while avoiding the market's downside volatility over the long-term. Over the most recent 12 months, the strategy has risen +26.81% vs AFM's Global Equity Index's +22.23%.
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