NEWS
29 Nov 2021 - Managers Insights | Glenmore Asset Management
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Damen Purcell, COO of FundMonitors.com, speaks with Robert Gregory, Founder and Portfolio Manager at Glenmore Asset Management. The Glenmore Australian Equities Fund has a track record of 4 years and 5 months and since inception in June 2017 has outperformed the ASX 200 Total Return Index, providing investors with an annualised return of 25.68% compared with the index's return of 9.84% over the same time period.
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17 Nov 2021 - Australian Equities Market Update & 2022 Outlook
Australian Equities Market Update & 2022 Outlook Sage Capital 12 November 2021
Portfolio Manager, Kelli Meagher and Chief Investment Officer, Sean Fenton provide an update on the Australian equities market and the outlook for 2022. |
Funds operated by this manager: CC Sage Capital Absolute Return Fund, CC Sage Capital Equity Plus Fund |
15 Nov 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 has a track record of 5 years and 9 months and has consistently outperformed the ASX 200 Total Return Index since inception in February 2016. The Fund has returned 19.50% versus the Index's annualised return over the same period of 11.23%.
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8 Nov 2021 - Manager Insights | Longlead Capital Partners
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Damen Purcell, COO of Australian Fund Monitors, speaks with Dr. Andrew West, Managing Director and Founder at Longlead Capital Partners. Since inception in July 2017, the Longlead Absolute Return Fund has outperformed the Asia Pacific Index, providing investors with an annualised return of 24.25%, compared with the index's return of 9.34% over the same time period. On a calendar basis the fund has had 1 negative annual return in the 4 years and 3 months since its inception. Funds operated by manager: Longlead Market Neutral Fund, Longlead Pan-Asian Absolute Return Fund, Longlead Absolute Return Fund |
5 Nov 2021 - Distinctively different and driven to perform: Unlocking the opportunity of 'special situations'
Distinctively different and driven to perform: Unlocking the opportunity of 'special situations' Colins St Asset Management 27 October 2021 Michael Goldberg (Managing Director / Portfolio Manager) and Rob Hay (Head of Distribution & Investor Relations) from Collins St Asset Management share insights into how 'special situation' investment opportunities have been implemented within the Collins St Value Fund. Recorded 27 October 2021. |
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4 Nov 2021 - A look at higher-growth Australian businesses
A look at higher-growth Australian businesses Forager Funds Management 22 October 2021 Higher-growth stocks, sometimes known for burning through cash, seem to be feeling the pressure lately - particularly against a global backdrop of rising bond yields. But does this mean the boom for higher-growth stocks is over, or are there still opportunities for investing? Senior analysts Alex Shevelev and Gaston Amoros explain that they evaluate stocks using a bottom-up approach - but that an important factor is determining which businesses burn cash at a rate which means they'll need to raise more capital in future, and which should make it through. |
Funds operated by this manager: Forager Australian Shares Fund (ASX: FOR), Forager International Shares Fund |
3 Nov 2021 - Webinar | Prime Value Asset Management
Webinar | Prime Value Asset Management The Emerging Opportunities Fund has combined exceptionally strong returns with a lower risk profile than the market. Hosted by Relationship Manager Andrew Russell, this webinar will outline how this attractive combination is achieved using stock examples to illustrate. We will also provide a brief market update and Q&A with the Portfolio Manager Richard Ivers and CEO and Founder of Prime Value, Yak Yong Quek. This webinar is ideal for those wanting to understand how the fund invests and what to expect of future returns including when it will perform better / worse. Suitable for both new and existing investors. We are privileged to be custodians of our client's capital and hope you will join us to understand how this fund invests and why it is one of the leading equity funds in Australia.
Andrew Russell will host this session with Prime Value's Portfolio Manager, Richard Ivers, and CEO, Yak Yong Quek.
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25 Oct 2021 - Manager Insights | Laureola Advisors
Damen Purcell, COO of Australian Fund Monitors, speaks with John Swallow, Director at Laureola Advisors. The Laureola Australia Feeder Fund has a track record of 8 years and has consistently outperformed the Bloomberg AusBond Composite 0+ Yr Index since inception in May 2013, providing investors with a return of 15.4%, compared with the index's return of 4% over the same time period. On a calendar basis, the fund has never had a negative annual return in the 8 years since its inception. The fund's largest drawdown was -4.9% lasting 10 months, occurring between December 2018 and October 2019.
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20 Oct 2021 - Manager Insights | Aitken Investment Management
Chris Gosselin, CEO of Australian Fund Monitors, speaks with Charlie Aitken, CEO & Portfolio Manager at Aitken Investment Management. The AIM Global High Conviction Fund has been operating since July 2019 and has delivered investors an annualised return of 17.30% since then vs the Global Equity Index's +14.83%. These returns have been achieved with the same level of volatility as the market. Its capacity to outperform on the downside is supported by its down-capture ratio (since inception) of 83%.
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19 Oct 2021 - Manager Insights | Prime Value Asset Management
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Damen Purcell, COO of Australian Fund Monitors, speaks with Richard Ivers, Portfolio Manager at Prime Value Asset Management. The Prime Value Emerging Opportunities Fund has a track record of 6 years and has consistently outperformed the ASX 200 Total Return Index since inception in October 2015, providing investors with a return of 16.63%, compared with the index's return of 10.87% over the same time period.
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