portfolio manager

Hedge Funds

Investors should be overweight international equities

Investment portfolios should have be overweight in international equities and underweight in Australian equities on a two to three year time horizon, a panel representing leading investment experts said. Jeremy Lawson, chief economist, Standard Life Investments argued that the risk-return basis of Australian equities were not attractive when compared with other international equity markets, particularly […]
CMSF

Maximising tax efficiency

There have been a number of studies that look at the after-tax returns of investment managers and conclude that for individual taxable investors, most managers do not generate enough excess return to cover the tax bill caused by the resulting capital gains tax. Superannuation funds have a lower tax rate than individuals, but the tax […]
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. […]