Investment Strategy

Analysts Kent Jensen and Alex Mears leave Schroder

Schroder Investment Management Australia says Kent Jensen and Alex Mears have let the firm to pursue other interests. Jensen, whose stock research included media, mining services, paper and packaging, is returning to Norway to embark on a career outside asset management. Mears, who was responsible for uranium, oil and gas and utility stocks, will travel […]
Investment Strategy

Ausbil Dexia to expand analyst team

Ausbil Dexia, which manages about $11 billion in stocks, wants to hire a third resources analyst as the market value of mining stocks in Australia takes up a bigger proportion of indexes. John Grace, director of equity at Sydney-based Ausbil Dexia, says he wants a new analyst to cover metals, mining, and oil and gas. […]
Investment Strategy

IFM dismisses brokers, analyst forecasts

Industry Funds Management’s Clyde Haldane says stock brokers don’t like him. “The dealers hate us,” says the executive director, listed equities at Melbourne-based IFM. “We buy or sell one stock a year.” Haldane says he has been thinking about long-term investing for 15 years but has only been putting his theories into practise seven years. […]