Patience - The Final Frontier?
NovaPort Capital discuss the importance to remain patient in the current environment to provide a rewarding frontier.
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Resources
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The Boutique Advantage
The Boutique Advantage – a new empirical study of the Australian boutique funds management industry
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Amazon Not Introducing Internet to Australia
Merlon Capital Partners discuss why they believe the impact of Amazon's entry to the Australian market is being overplayed
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Spanish Banks - The First 'Bail-in'
Alphinity Global discuss the collapse of Spain’s sixth largest bank - what it means for the sector and why we should all be watching
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An airbag for your equity strategy
WaveStone Capital explore the benefits of a variable beta fund and how it works.
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WaveStone Case Study - Blending variable beta and long only strategies
WaveStone Capital discuss the outcome of blending a variable beta strategy with a long only fund.
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Fund Manager of the Year 2017
NovaPort Capital win the Fund Manager of the Year 2017 Australian Equities (Small Cap) award.
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Linkers surge on UK inflation shock: a British history lesson
Ardea discuss the surge on UK inflation linked bonds and benefit to Australian investors over the past 12 months.
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Chris Cuffe tows-in ex-Macquarie fundies
Fidante's new boutique manager, Lennox Capital Partners, was featured in the Australian Financial Review.
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3 Key Themes
NovaPort Capital discuss the 3 key themes from February 2017 reporting season: Valuation dispersions, the moderation of outperformance, and Resources vs Industrials.
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