In theory, robo-advice is a very good idea. But there’s a problem. Overreliance on ETFs leads to several portfolio limitations, which can hurt returns.
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.
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.
Affluence Investment Fund Update – November 2016
To view the full Affluence Investment Fund Update – November 2016 in pdf format, click here. November …
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.
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.
How to Choose Listed Investment Companies on the ASX
There are now over 80 ASX Listed Investment Companies (LIC’s) available to choose from. Through …
Read more How to Choose Listed Investment Companies on the ASX
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.. Login to read full article.
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 – 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.. Login to read full article.
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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Affluence Funds In The Australian Financial Review
In March 2016, Affluence Funds Management was recognised in the Australian Financial Review as a …
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Fund Manager Profile December 2015
Microequities first came to our notice around 2 years ago when we started seriously doing research for the Affluence concept. Right off the bat they.. Login to read full article.
Microequities first came to our notice around 2 years ago when we started seriously doing research for the Affluence concept. Right off the bat they showed many of the qualities we admire in a great fund manager. In addition to delivering great returns, they were operating in a specialist area and hold a high-conviction portfolio. The principal, Carlos Gill was substantially invested in the Fund and had a great background both in Australia and overseas. Most importantly, they have shown themselves to be remarkably resilient in market corrections, something that is somewhat unusual in this space.
