Affluence Members Only Archives - Page 3 of 4

Fund Manager Profile December 2016

Cromwell Property Group is a Brisbane based specialist commercial property owner and manager, with over $3 billion of property assets under management in Australia. Login to read full article.

Fund Manager Profile November 2016

The Terra Capital Natural Resources Fund invests in a portfolio of small and mid-cap (less than $500 million) mining and energy equities – with stunning results so far.

Affluence Fund Portfolio – 30 September 2016

Affluence aims to invest only with the top 1% of fund managers through the Affluence.. Login to read full article.

Affluence aims to invest only with the top 1% of fund managers through the Affluence Fund portfolio. We cast the net very wide. We look at both listed and unlisted funds, those available to everybody and those available only to a select few. Our process reduces over 15,000 investment opportunities available in Australia to a short list of less than 200. From this, we construct a portfolio of 20-30 investments. You can invest alongside us in this portfolio through the Affluence Investment Fund.

Here’s how we do it.

Fund Manager Profile October 2016

There is no doubting that investing in small and micro caps gives a manager a much greater chance of discovering.. Login to read full article.

There is no doubting that investing in small and micro caps gives a manager a much greater chance of discovering inefficiencies than large and mid-caps. However, while many managers claim to invest in small caps and just exclude the ASX 100, the Phoenix team delve down into stocks with a market cap of less than $10 million, allowing to fully expose opportunities.

Fund Manager Profile July 2016

A market neutral fund aims to profit from the relative performance of two very different portfolios of shares of equal value. Firstly, in much the same way as most investors, the manager buys a portfolio of shares they like, with the expectation this portfolio will deliver better than average returns over time. At the same time, they sell (or short) a portfolio of shares they don’t like. The manager expects this second portfolio to deliver much worse results than the market over time. The combination of these portfolios provides a market neutral structure. In simple terms, by holding equal value of long and short positions, exposure to the underlying sharemarket movements is significantly reduced.

Fund Manager Profile June 2016

Wilson Asset Management (WAM) are arguably the leaders in LICs in Australia. They currently directly manage three listed vehicles (WAM, WAA and WAX) and have just.. Login to read full article.

Wilson Asset Management (WAM) are arguably the leaders in LICs in Australia. They currently directly manage three listed vehicles (WAM, WAA and WAX) and have just completed an IPO for almost $400 million for a new LIC, the WAM Leaders Fund (WLE). These four LICs comprise more than $1.5 billion of assets. In addition, WAM were the originators of the two Future Generation LICs, FGG and FGX, which serve a dual purpose of being investment vehicles and donating to charities.

Fund Manager Profile May 2016

The combination of significant outperformance and much lower volatility is a rare gem; however, this is exactly what this fund has delivered since inception. Because of these.. Login to read full article.

The combination of significant outperformance and much lower volatility is a rare gem; however, this is exactly what this fund has delivered since inception. Because of these qualities the fund also has a relatively low correlation with the stock market, and has performed very well in some months where the index has had large losses. We have great admiration for the principal James Williamson and the process he applies to the fund.

Fund Manager Profile – April 2016

This activist manager has delivered good returns through a quite different strategy. They predominantly invest in small-medium ASX listed stocks trading at a discount to assessed valuation. They then attempt to work proactively with management and boards of those companies to help realise value. If they’re not getting the results they believe are appropriate, they are prepared to try more unconventional and even hostile approaches to get the job done.
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Two Listed Debt Opportunities

We took the chance during the recent market downturn to review the listed debt and hybrid securities available in the market. We came across two potentially.. Login to read full article.

We took the chance during the recent market downturn to review the listed debt and hybrid securities available in the market. We came across two potentially rewarding debt opportunities, both of which we added to the Fund investment portfolio.

The first is Origin Energy Hybrids. They trade on ASX under the code ORGHA. These provide a potential way to profit from the current negative sentiment towards oil prices and oil stocks.

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