“It will be generally strengthening what we do and, conceivably, we will have more specialist members of the team. But it will always remain an outsourcing model, and we will maintain the strength that it has, which is based around having a number of generalist skills in the team.”
Investments
Global equities have driven most of MLC’s FY26 return so far, but its exposures to insurance-linked securities and “esoteric” credit have also put in the hard yards and helped the fund diversify beyond the AI thematic, according to chief investment officer Dan Farmer.
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