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‘An assumption everybody should question’: Sam Sicilia’s $200 billion hypotheticals

Hostplus’ young demographics and the mandatory nature of superannuation means it gets “a free kick before every game”. But CIO Sam Sicilia says funds must keep questioning the assumptions that underpin the superannuation system and their relationship to it.

Lachlan Maddock | 3rd Apr 2024 | More
JANA chases family offices, not-for-profits as super sees ‘significant change’

Australia’s largest homegrown asset consultant is plotting an expansion further beyond its traditional superannuation clients, while consolidation in the industry is changing the way they work.

Lachlan Maddock | 13th Jan 2023 | More
  • Julie Lander takes a bow at Care

    “We believe in our story,” says Julie Lander. The CareSuper CEO chats to Greg Bright about mergers, diseconomies and spending money.

    Greg Bright | 24th Aug 2022 | More
    ‘An art, not a science’: 15 years of PE lessons from QIC

    Canva was the poster child on the way up, and it’s the poster child on the way down. PE might get harder from here, but for Australia’s biggest investors it’s almost always worth it.

    Lachlan Maddock | 5th Aug 2022 | More
  • ‘Genuine heretics’: how ‘safety first’ pays off for Ruffer

    All fund managers like to talk about protecting capital. At Ruffer Investment Management, it is a more embedded philosophy than most.

    James Dunn | 6th May 2022 | More
    Why slow and steady still wins the race

    In a world of concept stocks and near-meaningless valuation metrics, the trick to beating the market might well be ignoring it. “Hedge funds aren’t supposed to be a high-risk proposition,” says Omkar Joshi, principal and portfolio manager of Opal Capital Management. “They do get cast in a bad light, and that’s because there’s been lots…

    Lachlan Maddock | 20th Jan 2022 | More
    Northern Trust’s blueprint for growth in 2022

    Northern Trust Asset Management (NTAM) has grown local AUM more than 500 per cent since it opened its doors in Australia. And a “year of transitions” could create the opportunity for even more. When Bert Rebelo was working for NTAM in Hong Kong in the mid-2010s, he began to think about the opportunity Down Under….

    Staff Writer | 16th Dec 2021 | More
    ‘Profitability collapses almost instantaneously’: beware ‘The Second Wave’

    A time of great change is upon global markets – and the ‘winners’ that everybody is backing might not be the winners at all. It’s essentially an orthodox view among fund managers that the incumbents in any industry will “win” the transition to green energy. After all, they already have the infrastructure in place, stable…

    Lachlan Maddock | 18th Nov 2021 | More
    How Elmslie and Langley built RARE (and an asset class)

    When Richard Elmslie and Nick Langley started RARE, listed infrastructure “didn’t exist”. They hit the ground running – but that doesn’t mean there weren’t speedbumps. “We started with no revenue and no people – it was an idea,” says Richard Elmslie, managing director and co-founder of RARE Infrastructure (now ClearBridge Investments, following its integration with…

    Lachlan Maddock | 12th Nov 2021 | More
  • Why big super is doing infrastructure wrong

    The money that industry super funds are spending on buying renewables would be better spent building them, according to Quinbrook. But there’s plenty of challengers for that view. The fresh interest in renewable infrastructure from industry funds has come with plenty of caveats. One of the major problems is finding investment opportunities at scale, while…

    Lachlan Maddock | 28th Oct 2021 | More
    Ex-Pengana crew go ‘all in’ at Pella

    Pengana’s star international equities team have built their new home from the ground up, drawing on a history of weathering global crises to prepare for the climate upheaval sweeping markets. Six months before the collapse of Lehman Brothers sent markets into a death spiral, Jordan Cvetanovski sold the banks. Cvetanovski (pictured) was working at French…

    Lachlan Maddock | 20th Oct 2021 | More
    Henaghan returns to the coal face – without coal

    Sean Henaghan’s new role at Aurora Capital sees the former AMP CIO turn his gaze to climate change – and the question of what retail investors really want from their money. For Sean Henaghan, a “return to the coalface” of investing has come with its share of challenges. “You’re doing everything. It’s quite amazing what…

    Lachlan Maddock | 8th Oct 2021 | More