News
Alzheimer's
2 Apr 2019 - Michael Frazis | Frazis Capital Partners
Biogen's stock collapsed on the announcement of the failure of the latest Alzheimer's trial. By some counts, this was the latest failure in over a hundred clinical trials based on the amyloid-beta (Aβ) hypothesis. Biogen deserves full...
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2 Apr 2019 - Alzheimer's
By: Michael Frazis | Frazis Capital Partners
Heineken - Beneficiary of global disruption and riding the Africa Megatrend
27 Mar 2019 - Insync Fund Managers
Being on the right side of disruption is going to be a key driver of generating future investment performance. Many consumer staple companies that have been at the core of quality portfolios are now being disrupted and beer clearly falls...
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27 Mar 2019 - Heineken - Beneficiary of global disruption and riding the Africa Megatrend
By: Insync Fund Managers
The company shaking up the U.S. healthcare system (NYSE: CVS)
14 Mar 2019 - Ted Franks, Pengana WHEB Sustainable Impact Fund
The American healthcare system is one of the world's largest markets, nearly 18% of the U.S. GDP is spent on healthcare compared with Australia's 9.6%, however their average life expectancy is 78.8 years vs. 80.7 - 83.9 years for other...
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14 Mar 2019 - The company shaking up the U.S. healthcare system (NYSE: CVS)
By: Ted Franks, Pengana WHEB Sustainable Impact Fund
Opera in Beijing - The National People's Congress 2019
13 Mar 2019 - Marcel von Pfyffer, Arminius Capital
China's equivalent of Parliament meets in Beijing every year for a few days in March. This august body, officially called the National People's Congress, always passes every item of legislation put in front of it by the Communist Party...
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13 Mar 2019 - Opera in Beijing - The National People's Congress 2019
By: Marcel von Pfyffer, Arminius Capital
New Funds on Fundmonitors.com
7 Mar 2019 - Australian Fund Monitors
Here are some of the latest additions to our database. Follow the links to view each fund's profile, where you'll have access to their offer documents, monthly reports, historical returns, performance analytics, rankings, research,...
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7 Mar 2019 - New Funds on Fundmonitors.com
By: Australian Fund Monitors
New Funds on Fundmonitors.com |
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TAMIM Alpha Fund | ||||
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TAMIM Asia Small Companies Fund | ||||
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See also: TAMIM Credit Fund |
Greencape Broadcap Fund | ||||
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Greencape High Conviction Fund | ||||
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Progressive Global Fund | ||||
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Bharti Infratel: One of the best ways to play the emerging Indian consumer...
6 Mar 2019 - Steven Glass
Despite the short-term disruption for Bharti Infratel, the long-term future is bright as telecom operators will need a significant number of additional towers in order to increase their 4G coverage and improve their network.
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6 Mar 2019 - Bharti Infratel: One of the best ways to play the emerging Indian consumer (NSE: INFRATEL)
By: Steven Glass
Performance Report: Bennelong Emerging Companies Fund
5 Mar 2019 - Australian Fund Monitors
The Bennelong Emerging Companies Fund rose +5.80% in January, outperforming the ASX200 Accumulation Index by +1.93% and taking annualised performance since inception in November 2017 to +8.80% versus the Index's +3.53%.
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5 Mar 2019 - Performance Report: Bennelong Emerging Companies Fund
By: Australian Fund Monitors
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Fund Overview | The Fund may invest in securities expected to be listed on the ASX within 12 months. The Fund may also invest in securities listed, or expected to be listed, on other exchanged where such securities relate to ASX-listed securities |
Manager Comments | As at the end of January, the Fund's top holdings included Nearmap, Cml, Audinate, Helloworld and Apollo Tourism and Leisure. The Fund invests predominantly in micro and small-cap stocks listed on the ASX. It is managed via a research-intensive and predominantly bottom-up investment approach. The Fund focuses on high quality stocks and seeks to avoid the higher risk that usually comes with micro and small-cap stocks. |
More Information |
Preparing for the China Crisis
4 Mar 2019 - Marcel von Pfyffer, Arminius Capital
After a decade of pointing out that China was not heading for a financial crisis, we have changed our minds. Recent trends suggest that problems are building in China's corporate bonds, small banks, and consumer loans. We think that a...
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4 Mar 2019 - Preparing for the China Crisis
By: Marcel von Pfyffer, Arminius Capital
L1 Capital International
1 Mar 2019 - - L1 Capital Pty Ltd
L1 Capital International is an independent active manager of global equities. We apply a detailed investment process built up on a fundamental assessment of quality and value. We aim to deliver attractive risk-adjusted returns by...
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1 Mar 2019 - L1 Capital International
By: - L1 Capital Pty Ltd
Spectrum Insights - So bad its good?
28 Feb 2019 - Damien Wood - Spectrum Asset Management
So bad its good?
International and domestic economic indicators have turned negative in recent months. Major central banks responded to this and the weak financial markets in late 2018. In fact, policy makers pivoted from...
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28 Feb 2019 - Spectrum Insights - So bad its good?
By: Damien Wood - Spectrum Asset Management