Alphinity Investment Management (Alphinity) is an active equities investment manager with dedicated teams managing both Australian and Global equity funds, using a distinctive combination of fundamental analysis and specific quantitative inputs.
Eiger Capital (Eiger) is an active boutique investment manager specialising in small cap Australian equities.
Greencape Capital (Greencape) is a specialist Australian equities fund manager based in Melbourne. Greencape has a dedicated and experienced team of investment professionals, whose aim is to deliver superior, repeatable performance.
Lennox Capital Partners (Lennox) is an active boutique investment manager specialising in Australian small and microcap listed equities.
Merlon Capital Partners (Merlon) is an Australian-based boutique fund manager specialising in equity income strategies.
NovaPort Capital (NovaPort) is a boutique Australian equities investment manager specialising in small and microcap ASX-listed companies.
WaveStone Capital (WaveStone) is a boutique Australian equities fund manager with an active, high conviction approach.
With high yield credit spreads back at reasonably tight levels, the key questions are: How strong is the case for staying overweight credit? How much more can spreads tighten? And, having already tightened considerably in recent months, what might compress them further (or, at least, keep them tight)? Chris Watling from Longview Economics discusses his views.
Read more
Sam Morris from Fidante Partners looks at how changing interest rates affect various asset classes and the impact of inflation expectations on returns.
Read more
Charlotte O'Meara from Fidante Partners explains what constitutes modern slavery and outlines some key considerations for financial advisers when looking at their fund managers.
Read more