Education Insights

Key Details Profile date: October 2025 Manager: Terra Capital Fund: Terra Capital Natural Resources Fund Fund Type: Wholesale Unlisted Fund Investment Strategy: The Fund invests in a portfolio of mostly small and mid-cap (less than $500 million) mining and energy equities …

Key Details Profile date: September 2025 Manager: Regal Funds Management Fund: Regal Partners Private Fund Fund Type: Wholesale Unlisted Fund Asset Class: Multi-asset, multi-strategy. Investment Strategy: The Regal Partners Private Fund aims to generate attractive risk adjusted absolute returns by investing …

Pengana Private Equity Trust (ASX:PE1) Key Details Profile date: June 2025 Manager: Pengana Capital Group Fund: Pengana Private Equity Trust (ASX: PE1) Fund Type: Listed Investment Trust (LIT) Asset Class: Global private equity. Investment Strategy: Pengana Private Equity Trust utilises the …

April was the most volatile month in financial markets since March 2020. The month was dominated by the ‘Liberation Day’ tariff announcement on April 2, which was much more severe than markets had expected. Australian and global markets sold off savagely, …

Why drawdowns matter No one likes losing money. However, investors must accept that to try to achieve the higher returns available from equities, negative periods where investments fall in value (known as drawdowns) are inevitable. Over the long term, superior investment …

In March 2025 Daryl was a guest on Rask Invest, speaking with Mitchell Sneddon about how to select fund managers and build a portfolio. We talked about a range of topics, including: You can view the recording below. Affluence is committed …

Now is the time to be contrarian. Daryl recently presented at the InvestmentMarkets webinar (27 March 2025) on why now is the time to be a contrarian. Daryl talks about why we believe we are going through a major secular turning …

Following the correction in February, markets continued to fall in March, with Trump’s tariffs dominating headlines. Globally, the S&P500 was down 5.6% and the tech heavy NASDAQ down 8.2%. The ASX200 Index fell 3.4%, with Australia (quite rightly) not impacted as …

Pzena Global Focused Value Fund Key Details Profile date: April 2025 Manager: Pzena Investment Management Fund: Pzena Global Focused Value Fund Fund Type: Retail Unlisted Fund Asset Class: Global Equities. Investment Strategy: The Fund uses a deep value investment strategy to …

The ASX200 index fell 3.6% in February. Australian and global markets got the shakes, as trade wars and global instability became too real for investors to ignore. In the US the “Magnificent 7” showed some signs of weakness, with the NASDAQ …

WAM Alternative Assets Key Details Profile date: March 2025 Manager: Wilson Asset Management (WAM) Fund: WAM Alternative Assets (ASX: WMA) Fund Type: Listed Investment Company Asset Class: Private equity, real assets and private debt. Investment Strategy: WAM Alternative Assets (ASX: WMA) …

All our funds delivered positive returns in January, in what was a good month for most assest classes. You can access the latest fund reports below. The big debate in Australian financial markets for the past few weeks has been what …