Resources

NovaPort

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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Boutique Advantage

The Boutique Advantage

The Boutique Advantage – a new empirical study of the Australian boutique funds management industry 

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Amazon

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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spain bank

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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Airbag

An airbag for your equity strategy

WaveStone Capital explore the benefits of a variable beta fund and how it works.

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Chess

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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NovaPort Fund Manager of Year

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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British flag

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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Market Recap

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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