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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…
Notwithstanding some macro concerns, particularly around inflation, two of GSFM’s Australian managers – both with long/short strategies – have painted a bright picture for 2021 and beyond for investors. Munro Partners and Tribeca Investment Partners, growth managers which delivered returns of about 18 per cent for their equities long/short funds in 2020, appeared unfazed in…