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HIGH CONVICTION
People & Products
Magellan has amended the mandate of its $564 million High Conviction Trust from a maximum of 12 companies to 20, while adding a second portfolio manager....
Funds management
The Magellan High Conviction fund is highly concentrated with between eight to 12 ‘best idea’ holdings so how has it managed to navigate the pandemic?...
People & Products
Copia Investment Partners has appointed Matt Roberts as its new distribution manager in its Sydney office....
Funds management
Netwealth has added the Franklin Concentrated Global Equity Ex-Australia SMA to its Managed Account Service....
Funds management
Australian equities investors have shifted towards high conviction as core strategies come under pressure, according to Zenith....
Funds management
Boutique Australian equities fund manager, Greencape Capital, has received two highly recommended ratings for its high conviction and broadcap funds. ...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...