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Listed managers down but not out

Many listed managers have been dragged back to earth in the recent spate of market volatility, but Morningstar believes some of the strongest names are oversold – and that they’ll soon mount a recovery. It’s the classic path from (somewhat) overhyped to (heavily) oversold. The share price of Magellan has fallen some 74 per cent…

Lachlan Maddock | 23rd Mar 2022 | More
‘Not a colossal train wreck’, but bubble warnings abound

As investors speculate on whether the bubble will pop or already has, there’s fewer and fewer safe havens to be found. But it’s worth remembering that it’s not necessarily the end of the world. Yes, the bubble is going to pop, has popped, or is popping. Investors are either about to feel the pain or…

Lachlan Maddock | 3rd Feb 2022 | More
Why fundies ‘fade to mediocrity’

While some say Aoris is an “early Magellan”, chief investment officer Stephen Arnold has no intention of going down the same path that other Australian fund managers have taken. The problem that lies at the heart of active funds management is well-understood: very few will ever outperform the market over a long timeframe. It’s a…

Lachlan Maddock | 2nd Feb 2022 | More
  • Lai’s new boutique ready for the Year of the Ox

    Going it alone is never easy. But it seems that for Dr Joseph Lai, the hardest part of starting his own boutique was picking a name. One candidate was ‘Iora’ – a colourful songbird found across many of the emerging markets that Lai has spent his career investing in. But Lai and his colleagues ultimately…

    Lachlan Maddock | 27th Aug 2021 | More
    Pinnacle’s roadmap for expansion and succession

    ASX-listed Pinnacle Investment Management reported early in the season, on August 4, as those delivering good news tend to do. For shareholders, the news was very good. For the industry, the implications are even better. Over the next few days, shares in Australia’s largest multi-affiliate manager, which oversees the growth and development of 16 affiliated…

    Greg Bright | 13th Aug 2021 | More