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Value’s waking nightmare ends

Market conditions have shifted dramatically in recent months. But while growth strategies have suffered significant pain, value investors are finally proving their bona fides. While total returns for value investing have been reasonable – annualizing 12 per cent over the decade to 31 May – value investors have still struggled to match the stratospheric returns…

Lachlan Maddock | 22nd Jun 2022 | More
Big super turns to ‘the Excel of carbon’ – but beware the ‘house of cards’

Michael Lebbon wants to create carbon data that’s as ubiquitous as Uber. But he believes that too much consolidation in the still nascent industry risks creating a dangerous game of follow the leader. “I’ve never wanted to work in pure finance; it didn’t sit well with me,” says Michael Lebbon, CEO of carbon data startup…

Lachlan Maddock | 10th Dec 2021 | More
You can’t teach an old manager new tricks: Hyperion

Active manages have failed to heed changing times – and changing markets. But while Hyperion doesn’t do “concept stocks”, it’s got its eyes on plenty of disruptors. The great elephant in the room for active managers has been their inability to outperform the index long-term. Around 93.4 per cent of international equity managers and 86.3…

Lachlan Maddock | 26th Nov 2021 | More