The scrutiny of ‘regular’ funds managers, and the transparency of how they have performed, has helped keep their Australian prices among the absolute lowest in the world – despite what The Coop might think. Uncovering the same truths about TMs will be a torturous process – I can tell you firsthand – but it will be worthwhile, particularly as funds continue reorganising portfolios into 2010.
30/11/2009
marshal, i’ve, clients, i’m, models, performance, transition, specialist, agency, jeremy, futureplus, cooper
Opinion
The roughly US$2 trillion ($2.8 trillion) sell-off in the global software sector since September 2025 is, while a painful drawdown for growth investors, also a timely reminder that asset owners should be more alert to stock-specific dispersion and hidden concentration risk inside portfolios, writes JANA head of research execution, Matthew Gadsden.
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