equity:

CMSF

Delegates swayed by equity manager

A leading equity manager persuaded delegates of the virtue of relatively high equity holdings in superannuation portfolios. At the start of this session, Justin Wood of Vinva Investment Management asked delegates to consider if members’ investments outside of super should be considered when setting a default investment strategy. The initial feedback from the audience was […]
Investment Strategy

Equities “sweet spot”

Leading equity manager says the market is leaving tail risk behind The Australian equities market was in a “sweet spot for risk assets” in 2013 as tail risk receded and monetary policy provided a “positive backdrop,” according to a leading fund manager from Tyndall Investment Management. Tyndall’s head of Australian equities, Bob Van Munster, addressed […]
Investment Strategy

Equities “sweet spot”

Leading equity manager says the market is leaving tail risk behind The Australian equities market was in a “sweet spot for risk assets” in 2013 as tail risk receded and monetary policy provided a “positive backdrop,” according to a leading fund manager from Tyndall Investment Management. Tyndall’s head of Australian equities, Bob Van Munster, addressed […]
Investment Strategy

Private equity beats the stock market

Private-equity returns have outperformed investments in the stock market over the past decade, according to Cambridge Associates’ Australia Private Equity and Venture Capital Index. In the 10 years to December 31, 2011, Australian private-equity net returns were 7.5 per cent per annum. The S&P/ASX 300 Accumulation Index rose 6.1 per cent per year during the […]
Investment Strategy

TAA pioneer Peter Higgs branches into global equities

Tactical Global Management  (TGM), the specialist Australianowned  asset allocation manager, has diversified  its business through the launch  of a market-neutral global equity fund.  The TGM Tactical Global Equity  Fund will be run from the firm’s  London office by a new team including  Hicham Najem, Priya Parameswaran  and Adrian Luck, reporting to the  firm’s founder, Peter […]
Investment Strategy

TAA pioneer Peter Higgs branches into global equities

Tactical Global Management  (TGM), the specialist Australianowned  asset allocation manager, has diversified  its business through the launch  of a market-neutral global equity fund.  The TGM Tactical Global Equity  Fund will be run from the firm’s  London office by a new team including  Hicham Najem, Priya Parameswaran  and Adrian Luck, reporting to the  firm’s founder, Peter […]