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ANDREW SMITH

Funds management

Bell Asset Management has announced a joint venture distribution partnership with US-based Spouting Rock Asset Management, creating a platform for Bell to launch its stra...

Funds management

It comes only nine months after the launch of the second Private to Public Opportunities fund....

Funds management

After announcing its second Private to Public Opportunities fund in September, it has now closed fully subscribed, raising $125 million. ...

Funds management

Micro-cap funds have shown they can offer returns as good as other small/mid cap funds, as two of the best five Australian small/mid cap funds focus on micro-cap equities...

Funds management

After debuting its first closed-ended fund for wholesale investors last year, Perennial is launching its second fund today, which will close to fundraising at the beginni...

People & Products

Perennial’s Value Small and Microcap team, led by Andrew Smith, is releasing a new strategy, the Perennial Private to Public Opportunities Fund....

Awards

Finding value in areas of the market neglected by both the broker and the funds management community is the way Perennial Value Management navigates, and how they secured...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago