SMALL CAP

Funds management

Abbey Cook has departed the firm after almost four years to join small and mid-cap fund manager, Fairlight Asset Management. ...

Funds management

Blackwattle has shared details about its future fund range, with three to be launched in July, as the firm’s portfolio managers each make $1 million in personal commitmen...

Funds management

The new fund will invest in a diversified portfolio of some 25–70 Australian small-cap companies believed by the asset manager to be undervalued....

People & Products

Perpetual small-cap manager, Jack Collopy, is to depart the asset manager after more than 20 years and the firm has appointed two co-portfolio managers to take over....

Funds management

First Sentier Investors has launched an Australian Small Companies Long Short Opportunities fund for wholesale and retail clients....

image
People & Products

Maple-Brown Abbott has launched an Australian small companies fund following the appointment of Phillip Hudak and Matt Griffin to the boutique investment manager in April...

image
Funds management

The ability of companies to embrace technology will be a key decider about whether they are a future winner or loser, according to Jennison Associates....

image
Funds management

The small-cap boutique is taking an alternative approach to investment by seeking those companies which have temporarily fallen out of favour with investors....

image
Funds management

It is a “very hard call” to determine whether it will be large or small caps that will do better in the next market drawdown as it depends on the impact of inflation expe...

image
Funds management

The Forager Australian Shares fund team wants to be “honest and upfront” that its 12-month performance is coming off a low base and unlikely to be repeated over the long ...

image
Funds management

While small caps are leading markets globally, there has been a reversal in Australia where small caps underperformed large caps in the first quarter....

image
Funds management

In the first quarter of 2021, there were 24 companies which listed on the Australian Securities Exchange but 17 had reported losses since listing....

image
Funds management

Opportunities in the small-cap space have significantly increased in the last five years as there has been a “sea change” in firms’ ability to invent products that are gl...

image
Funds management

The manager is hopeful of strong returns from the healthcare and consumer staples sectors this year as it believes they will be key return contributors as valuations are ...

image
Funds management

Knowing when to soft close a fund can be a difficult but necessary decision for a firm as it navigates the balance between gaining more assets and achieving fund outperfo...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 day 15 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 day 16 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

2 days 15 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

8 months 3 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago