With a single mandate, Australian equities boutique Alleron Investment Management has more than doubled its funds under management (FUM).
Alleron began investing the $700 million Australian equities mandate, which increased the boutique’s FUM to $1.2 billion, two weeks ago. As a consequence of issuing the mandate, the client is in the process of restructuring its Australian equities allocation, I&T News understands. Alleron, a growth manager, runs a concentrated portfolio of large-cap stocks. It is one of the managers partnered with St George-owned multi-boutique firm Advance Asset Management, and is owned by staff.
As super fund CIOs return to work for 2025, all eyes are on two things: Donald Trump’s presidency, and inflation. But they’re not the only issues that will drive investment decisions and returns, and some of them may present an unfamiliar set of challenges for a cohort of investment professionals that has grown up experiencing a particular set of market and economic conditions.
Simon HoyleJanuary 7, 2025
