Paul Skamvougeras

Investment Strategy

AvSuper mandate for Perpetual

The aviation industry-based superannuation fund AvSuper has awarded a $75-million mandate to Perpetual Investments, to be managed in a concentrated Australian equity strategy. AvSuper has about $1.4 billion in funds under management and 6100 members. The concentrated equity strategy is managed by Paul Skamvougeras, who says the concentrated equity portfolio typically holds about 30 stocks. […]
Hedge Funds

Ellerston didn't get Sevior, now loses one to Perpetual

James Packer’s Ellerston Capital, which tried unsuccessfully to poach Perpetual Investment’s head of equities John Sevior, has now lost its veteran long/short manager to that organisation, which has also just poached from Platinum Asset Management to incubate an Asian equities strategy.