earnings

Hedge Funds

When share dilution becomes the only solution

The greatest ever volume of equity raised by Australian companies in a financial year has revived businesses burdened by heavy debts, and settled investor anxiety about the survival of portfolio companies. But the dilution of profits across expanded shareholder bases is now entrenched, hurting returns unless companies ramp up earnings. SIMON MUMME reports. In late […]
Hedge Funds

When share dilution becomes the only solution

The greatest ever volume of equity raised by Australian companies in a financial year has revived businesses burdened by heavy debts, and settled investor anxiety about the survival of portfolio companies. But the dilution of profits across expanded shareholder bases is now entrenched, hurting returns unless companies ramp up earnings. SIMON MUMME reports. In late […]
Investment Strategy

Capitalising on emerging markets volatility

Normal 0 false false false MicrosoftInternetExplorer4 st1:*{behavior:url(#ieooui) } /* Style Definitions */ table.MsoNormalTable {mso-style-name:”Table Normal”; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-parent:””; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:”Times New Roman”; mso-ansi-language:#0400; mso-fareast-language:#0400; mso-bidi-language:#0400;} AXA Rosenberg Investment Management is launching an Australiandomiciled wholesale trust to accommodate what it believes will be a surge in demand for […]
Investment Strategy

Capitalising on emerging markets volatility

Normal 0 false false false MicrosoftInternetExplorer4 st1:*{behavior:url(#ieooui) } /* Style Definitions */ table.MsoNormalTable {mso-style-name:”Table Normal”; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-parent:””; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:”Times New Roman”; mso-ansi-language:#0400; mso-fareast-language:#0400; mso-bidi-language:#0400;} AXA Rosenberg Investment Management is launching an Australiandomiciled wholesale trust to accommodate what it believes will be a surge in demand for […]
Hedge Funds

Markets one year in the red – time for value to deliver

Value managers of Australian equities are waiting for the real economy to catch up with their portfolios. SIMON MUMME speaks with some value veterans about the prospects of a big recovery for their style. Their results became public knowledge in mid-October. Value managers, the traditional preservers of capital in tough times, have registered their one-year […]
Hedge Funds

Markets one year in the red – time for value to deliver

Value managers of Australian equities are waiting for the real economy to catch up with their portfolios. SIMON MUMME speaks with some value veterans about the prospects of a big recovery for their style. Their results became public knowledge in mid-October. Value managers, the traditional preservers of capital in tough times, have registered their one-year […]
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