Shows
FundMonitors.comInfrastructure Funds - Analysing the Opportunities and RisksListen to the podcast to discover the key insights and opportunities in this dynamic investment landscape. In this informative 45-minute session, we explored the potential benefits and risks of investing in infrastructure funds and uncovered the various types of infrastructure assets, including transportation, energy, and social infrastructure.
Our panel consisting of Sarah Shaw from 4D Infrastructure, Ben McVicar from Magellan, and Matt Lorback from Atlas Infrastructure also delved into the regulatory and policy considerations impacting infrastructure investments.
2023-08-0243 minFundMonitors.comResource Funds - Analysing the Opportunities and Risks Webinar
Resource funds can offer a unique avenue for capitalising on the growing demand for natural resources and the global shift towards sustainable energy and materials. In this webinar we will look at the strategies and approaches employed by three successful resource fund managers and learn how they navigate the opportunities and risks associated with this asset class.
Listen to the recording of our manager round table webinar, where we were joined by Dan Porter from Pure Asset Management, David Franklyn from Argonaut Funds Management, and Matthew Langsford from Terra Capital. They shared their views on this interesting and diverse...2023-06-3042 minFundMonitors.comAlternative and Hybrid Credit Opportunities WebinarWith more and more banks looking to reduce risk and rebuild capital reserves, alternative credit funds have taken the opportunity to become lenders and provide investors with the opportunity for equity like returns, regular monthly or quarterly income, with risk levels more akin to corporate bonds.However, alternative credit is a complex sector encompassing a large range of lending opportunities.
Listen to the round table webinar, as we discussed with Ben Harrison from Altor Capital, Nick Thomson from AquAsia, and Patrick William from Rixon Capital their take on the opportunities and risks for...2023-06-0842 minFundMonitors.comThe Future for Small Caps Webinar
Small cap stocks, both locally and globally, have under-performed large cap stocks in the past 12 months, as shown by the average performance of Australian small cap equity funds of -11.63%. However, their performance over the past 3 years was +17.42%, indicating the highly cyclical nature of the sector.
Performance over the past six months has improved, leading many to wonder if markets have been over-sold and are now poised for recovery, or with the threat of prolonged inflation and the potential for a global recession, that small caps may be in for further pain.
Watch or listen to the webinar recording...2023-05-1644 min
FundMonitors.comManager Insights | PURE Resources FundChris Gosselin, CEO of FundMonitors.com, speaks with Daniel Porter, Portfolio Manager at PURE Asset Management.
The PURE Resources Fund is a specialist hybrid equity fund with an absolute return focus, investing in Australian emerging resource companies. Since inception in April 2021, the fund has returned +9.13% per annum with an annualised volatility of 8.09%.
View the fund's profile: https://www.fundmonitors.com/landing.php
Visit PURE Asset Management's website: http://www.puream.com.au/2023-03-1609 min
FundMonitors.comManager Insights | Glenmore Asset ManagementDamen Purcell, COO of FundMonitors.com, speaks with Robert Gregory, Founder and Portfolio Manager at Glenmore Asset Management.
The Glenmore Australian Equities Fund has a track record of 5 years and 6 months and has outperformed the ASX 200 Total Return benchmark since inception in June 2017, providing investors with an annualised return of 21.78% compared with the benchmark's return of 8.69% over the same period.
View the fund's profile: https://www.fundmonitors.com/landing.php2022-12-1509 min
FundMonitors.comManager Insights | Collins St Asset ManagementChris Gosselin, CEO of FundMonitors.com, speaks with Rob Hay, Head of Distribution & Investor Relations at Collins St Asset Management.
The Collins St Value Fund has a track record of 6 years and 9 months and has outperformed the ASX 200 Total Return Index since inception in February 2016, providing investors with an annualised return of 14.17% compared with the index's return of 9.16% over the same period.
Rob also discussed Collins St Asset Management's new Fund, the Collins St Convertible Notes Fund.
View the fund's profile: https://www.fundmonitors.com/landing.php2022-12-0207 min
FundMonitors.comManager Insights | Collins St Asset ManagementChris Gosselin, CEO of FundMonitors.com, speaks with Rob Hay, Head of Distribution & Investor Relations at Collins St Asset Management.
The Collins St Value Fund has a track record of 6 years and 6 months and has outperformed the ASX 200 Total Return Index since inception in February 2016, providing investors with an annualised return of 16.78% compared with the index's return of 9.42% over the same period.
View the fund's profile: https://www.fundmonitors.com/landing.php2022-09-0812 minFundMonitors.comSpotlight Video | Small CapsDavid Franklyn, Chief Investment Officer & Fund Manager at Argonaut Funds Management together with Robert Gregory, Founder and Portfolio Manager at Glenmore Asset Management, and Rodney Brott, CEO & Executive Director of DS Capital shared their thoughts regarding the Small-Cap market, its primary drivers and what opportunity it can provide.
View the fund's profile here: https://www.fundmonitors.com/landing.php2022-07-2908 min
FundMonitors.comManager Insights | Cyan Investment ManagementChris Gosselin, CEO of FundMonitors.com, speaks with Dean Fergie, Director & Portfolio Manager at Cyan Investment Management.
The Cyan C3G Fund has a track record of 7 years and 11 months and has outperformed the ASX Small Ordinaries Total Return Index since inception in August 2014, providing investors with an annualised return of 10.52% compared with the index's return of 5.26% over the same period.
View the fund's profile here: https://www.fundmonitors.com/landing.php2022-07-1312 min
FundMonitors.comManager Insights | Collins St Asset ManagementDamen Purcell, COO of Australian Fund Monitors, speaks with Rob Hay, Head of Distribution & Investor Relations at Collins St Asset Management.
The Collins St Value Fund has a track record of 6 years and 4 months and has outperformed the ASX 200 Total Return Index since inception in February 2016, providing investors with an annualised return of 17.87% compared with the index's return of 10.3% over the same period.
View the fund's profile: https://www.fundmonitors.com/landing.php2022-06-2409 min
FundMonitors.comManager Insights | Magellan Asset ManagementDamen Purcell, COO of FundMonitors.com, speaks with Chris Wheldon, Portfolio Manager at Magellan Asset Management.
The Magellan High Conviction Fund has a track record of 8 years and 11 months. On a calendar year basis, the fund has only experienced a negative annual return once since its inception and has provided positive returns 88% of the time, contributing to an up-capture ratio for returns since inception of 83.03%.
View the fund's profile: https://www.fundmonitors.com/fund-factsheet.php?FundName=Magellan+High+Conviction+Fund&FundID=8452022-06-1014 min
FundMonitors.comManager Insights | Argonaut Funds ManagementChris Gosselin, CEO of FundMonitors.com, speaks with David Franklyn, Chief Investment Officer & Fund Manager at Argonaut Funds Management.The Argonaut Natural Resources Fund has a track record of 2 years and 5 months. The fund has outperformed the ASX 200 Total Return Index since inception in January 2020, providing investors with an annualised return of 53.14% compared with the index's return of 6.85% over the same period.View the fund's profile: https://www.fundmonitors.com/fund-factsheet.php?FundName=Argonaut+Natural+Resources+Fund&FundID=25822022-06-1011 min
FundMonitors.comManager Insights | ASCFChris Gosselin, CEO of FundMonitors.com, speaks with Filippo Sciacca, Director of Investor Relations & Asset Management at ASCF.
The ASCF High Yield Fund has a track record of 5 years and has outperformed the Bloomberg AusBond Composite 0+ Yr Index since inception in March 2017, providing investors with an annualised return of 8.73% compared with the index's return of 2.73% over the same period.
On a calendar year basis, the fund hasn't experienced any negative annual returns in the 5 years since its inception. Over the past 12 months, the fund hasn't had any negative monthly returns and therefore hasn't experienced a...2022-03-2514 min
FundMonitors.comManager Insights | DS CapitalChris Gosselin, CEO of Australian Fund Monitors, speaks with Rodney Brott, CEO & Executive Director of DS Capital.
The DS Capital Growth Fund has a track record of 9 years and 2 months and has outperformed the ASX 200 Total Return Index since inception in January 2013, providing investors with an annualised return of 14.56% compared with the index's return of 9.07% over the same period.
View fund's profile: https://www.fundmonitors.com/fund-factsheet.php?FundID=17682022-03-1709 min
FundMonitors.comManager Insights | Laureola AdvisorsDamen Purcell, COO of FundMonitors.com, speaks with John Swallow, Director at Laureola Advisors.
The Laureola Australia Feeder Fund has a track record of 8 years and 10 months and has consistently outperformed the Bloomberg AusBond Composite 0+ Yr Index since inception in May 2013, providing investors with a return of 14.96%, compared with the index's return of 3.55% over the same time period.The fund has provided positive monthly returns 97% of the time in rising markets, and 97% of the time when the market was negative, contributing to an up capture ratio since inception of 160% and a down capture ratio of -249%.
...2022-03-0408 min
FundMonitors.comManager Insights | Cyan Investment ManagementChris Gosselin, CEO of FundMonitors.com, speaks with Dean Fergie, Director & Portfolio Manager at Cyan Investment Management.
The Cyan C3G Fund has a track record of 7 years and 6 months and has outperformed the ASX Small Ordinaries Total Return Index since inception in August 2014, providing investors with an annualised return of 13.69% compared with the index's return of 8.08% over the same period. The fund has achieved a down-capture ratio since inception of 57.19%, indicating that, on average, the fund has outperformed in the market's negative months.
View the fund's profile here: https://www.fundmonitors.com/landing.php2022-03-0411 min
FundMonitors.comManager Insights | Magellan Asset ManagementDamen Purcell, COO of FundMonitors.com, speaks with Chris Wheldon, Portfolio Manager at Magellan Asset Management.
The Magellan High Conviction Fund has a track record of 8 years and 8 months. The fund has provided positive monthly returns 88% of the time in rising markets, and 22% of the time when the market was negative, contributing to an up capture ratio since inception of 83% and a down capture ratio of 88%.
View the fund's profile: https://www.fundmonitors.com/landing.php2022-02-1710 min
FundMonitors.comManager Insights | Equitable InvestorsChris Gosselin, CEO of FundMonitors.com, speaks with Martin Pretty, Director at Equitable Investors.
The Equitable Investors Dragonfly Fund has been operating since September 2017. Over the past 12 months the fund has returned +17.36%, outperforming the index by +7.92%, which returned +9.44%.
View the fund's profile: https://www.fundmonitors.com/landing.php2022-02-1711 min
FundMonitors.comManager Insights | Glenmore Asset ManagementChris Gosselin, CEO of FundMonitors.com, speaks with Robert Gregory, Founder and Portfolio Manager at Glenmore Asset Management.
The Glenmore Australian Equities Fund has a track record of 4 years and 5 months and since inception in June 2017 has outperformed the ASX 200 Total Return Index, providing investors with an annualised return of 25.88% compared with the index's return of 9.99% over the same time period.
View the fund's profile: https://www.fundmonitors.com/landing.php2022-01-1410 min
FundMonitors.comManager Insights | Collins St Asset ManagementChris Gosselin, CEO of FundMonitors.com, speaks with Rob Hay, Head of Distribution & Investor Relations at Collins St Asset Management.
The Collins St Value Fund has a track record of 5 years and 11 months and has consistently outperformed the ASX 200 Total Return Index since inception in February 2016. The Fund has returned 18.65% versus the Index's annualised return over the same period of 11.3%.
View the fund's profile: https://www.fundmonitors.com/landing.php2022-01-1310 min
FundMonitors.comManager Insights | Paragon Funds ManagementChris Gosselin, CEO of FundMonitors.com, speaks with John Deniz, CIO at Paragon Funds Management.
The Paragon Australian Long Short Fund has a track record of 8 years and 9 months and has consistently outperformed the ASX 200 Total Return Index since inception in March 2013, providing investors with a return of 15.36%, compared with the index's return of 8.64% over the same time period.
View the fund's profile: https://www.fundmonitors.com/landing.php2021-12-1615 min
FundMonitors.comManager Insights | Premium China Funds ManagementDamen Purcell, COO of FundMonitors.com, speaks with Jonathan Wu, Executive Director at Premium China Funds Management.
The Premium Asia Fund has a track record of 12 years and has consistently outperformed the MSCI All Country Asia Pacific ex-Japan Index. Over the past 12 months the fund has returned +13.23%, outperforming the index by +7.2%, which returned +6.03%. Since inception in December 2009, the fund has outperformed the index by +6.18%, returning +11.98% per annum, vs the index which has returned +5.8% over the same period.
View the fund's profile: https://www.fundmonitors.com/landing.php2021-12-1015 min
FundMonitors.comManager Insights | Cyan Investment ManagementChris Gosselin, CEO of FundMonitors.com, speaks with Dean Fergie, Director & Portfolio Manager at Cyan Investment Management.
The Cyan C3G Fund has a track record of 7 years and 3 months and has outperformed the ASX Small Ordinaries Total Return Index since inception in August 2014, providing investors with a return of 16.15%, compared with the index's return of 9.63% over the same time period.The fund has provided positive monthly returns 85% of the time in rising markets, and 42% of the time when the market was negative, contributing to an up capture ratio since inception of 68% and a down capture ratio of...2021-12-0209 min
FundMonitors.comManager Insights | Equitable InvestorsChris Gosselin, CEO of FundMonitors.com, speaks with Martin Pretty, Director at Equitable Investors.
The Equitable Investors Dragonfly Fund has been operating since September 2017. Over the past 12 months, the fund has returned +45.96%, outperforming the index by +18%, which returned +27.96%.
View the fund's profile: https://www.fundmonitors.com/landing.php2021-11-2615 min
FundMonitors.comManager Insights | Glenmore Asset ManagementDamen Purcell, COO of FundMonitors.com, speaks with Robert Gregory, Founder and Portfolio Manager at Glenmore Asset Management.
The Glenmore Australian Equities Fund has a track record of 4 years and 5 months and since inception in June 2017 has outperformed the ASX 200 Total Return Index, providing investors with an annualised return of 25.68% compared with the index's return of 9.84% over the same time period.
View the fund's profile: https://www.fundmonitors.com/landing.php2021-11-2508 min
FundMonitors.comManager Insights | Collins St Asset ManagementDamen Purcell, COO of Australian Fund Monitors, speaks with Rob Hay, Head of Distribution & Investor Relations at Collins St Asset Management.
The Collins St Value Fund has a track record of 5 years and 9 months and has consistently outperformed the ASX 200 Total Return Index since inception in February 2016. The Fund has returned 19.50% versus the Index's annualised return over the same period of 11.23%.
View the fund's profile: https://www.fundmonitors.com/landing.php2021-11-1111 min
FundMonitors.comManager Insights | Longlead Capital PartnersDamen Purcell, COO of Australian Fund Monitors, speaks with Dr. Andrew West, Managing Director and Founder at Longlead Capital Partners.
Since inception in July 2017, the Longlead Absolute Return Fund has outperformed the Asia Pacific Index, providing investors with an annualised return of 24.25%, compared with the index's return of 9.34% over the same time period. On a calendar basis the fund has had 1 negative annual return in the 4 years and 3 months since its inception.
View the profile: https://www.fundmonitors.com/fund-factsheet.php?FundID=35032021-11-0516 min
FundMonitors.comManager Insights | Laureola AdvisorsDamen Purcell, COO of Australian Fund Monitors, speaks with John Swallow, Director at Laureola Advisors.
The Laureola Australia Feeder Fund has a track record of 8 years and has consistently outperformed the Bloomberg AusBond Composite 0+ Yr Index since inception in May 2013, providing investors with a return of 15.4%, compared with the index's return of 4% over the same time period. On a calendar basis, the fund has never had a negative annual return in the 8 years since its inception. The fund's largest drawdown was -4.9% lasting 10 months, occurring between December 2018 and October 2019.
View the fund's profile here: https://www...2021-10-2215 min
FundMonitors.comManager Insights | Aitken Investment ManagementChris Gosselin, CEO of Australian Fund Monitors, speaks with Charlie Aitken, CEO & Portfolio Manager at Aitken Investment Management.
The AIM Global High Conviction Fund has been operating since July 2019 and has delivered investors an annualised return of 17.30% since then vs the Global Equity Index's +14.83%. These returns have been achieved with the same level of volatility as the market. Its capacity to outperform on the downside is supported by its down-capture ratio (since inception) of 83%.
View the fund's profile here: https://www.fundmonitors.com/landing.php2021-10-1511 min
FundMonitors.comManager Insights | Prime Value Asset ManagementDamen Purcell, COO of Australian Fund Monitors, speaks with Richard Ivers, Portfolio Manager at Prime Value Asset Management.
The Prime Value Emerging Opportunities Fund has a track record of 6 years and has consistently outperformed the ASX 200 Total Return Index since inception in October 2015, providing investors with a return of 16.63%, compared with the index's return of 10.87% over the same time period.
View the fund's profile here: https://www.fundmonitors.com/landing.php2021-10-1510 min
FundMonitors.comThe Outlook for ChinaOne way or another China is always in the news. The current nervousness by some fund managers surrounding China is a reflection of the risks involved, while others see resulting lower prices as an opportunity. In this video Chris Gosselin explores both sides of the argument with Rob Swift from Delft Partners, Jack Dwyer from Conduit Capital, and Alex Pollak from Loftus Peak.
View the Delft Partners Global High Conviction Strategy's profile: https://www.fundmonitors.com/fund-factsheet.php?FundID=1209
View the Loftus Peak Global Disruption Fund's profile: http://fundmonitors.com/fund-factsheet.php?FundID=1298&AccCode=frxkj5ol...2021-09-1032 min
FundMonitors.comManagers Insights | Premium China Funds ManagementDamen Purcell, COO of Australian Fund Monitors, speaks with Jonathan Wu, Executive Director at Premium China Funds Management.
The Premium Asia Income Fund began in August 2011 and has achieved an annualised return since then of 9.63% with an annualised volatility of 5.52%. The Fund's up-capture and down-capture ratios (since inception), 132% and -60% respectively, highlight its capacity to significantly outperform over the long-term regardless of market direction.
View the fund's profile: https://www.fundmonitors.com/landing.php2021-09-0913 min
FundMonitors.comReporting Season Insights | Cyan Investment ManagementChris Gosselin, CEO of Australian Fund Monitors, speaks with Graeme Carson, Director & Portfolio Manager at Cyan Investment Management. View the fund's profile: https://www.fundmonitors.com/landing.php
The Cyan C3G Fund has a track record of 7 years and has outperformed the ASX Small Ordinaries Total Return Index since inception in July 2014, providing investors with a return of 15.58% per annum, compared with the index's return of 9.42% p.a. over the same period. The manager has delivered this outperformance while maintaining a down-capture ratio since inception of 52%, indicating that, on average, it has only fallen half as mu...2021-09-0309 min
FundMonitors.comReporting Season Insights | DS CapitalChris Gosselin, CEO of Australian Fund Monitors, speaks with Rodney Brott, CEO & Executive Director of DS Capital.
The DS Capital Growth Fund has a track record of 8 years and has consistently outperformed the ASX 200 Total Return since inception in January 2013, providing investors with a return of 16.77%, compared with the index's return of 9.94% over the same period. DS Capital has delivered these returns with -2.44% less volatility than the index, contributing to a Sharpe ratio which fallen below 1 once and currently sits at 1.31 since inception.
View fund's profile: https://www.fundmonitors.com/fund-factsheet.php?FundID=17682021-09-0206 min
FundMonitors.comManagers Insights | Vantage Asset ManagementDamen Purcell, COO of Australian Fund Monitors, speaks with Michael Tobin, Managing Director of Vantage Asset Management.
The current offer of Vantage Private Equity Growth 4 is a closed-ended fund. The Fund's inception date is 30 September 2019 and the close date is 30 September 2021. The Fund will invest in Private Equity funds based in Australia, along with Permitted Co-investments, to create a well diversified portfolio of Private Equity investments.
Prior Vantage Funds continue to perform well with June seeing a composite performance of +2.42%. Quarterly performance was +8.64% and 12 month performance +58.73%.
View the fund's profile: https://www.fundmonitors.com...2021-08-2612 min
FundMonitors.comManagers Insights | Premium China Funds ManagementDamen Purcell, COO of Australian Fund Monitors, speaks with Paul Harding-Davis, CEO of Premium China Funds Management.
The Premium Asia Fund aims to generate positive returns by constructing a portfolio of securities which provides exposure to the Asia (ex-Japan) region. Over the past 12 months, the fund has risen by +26.16% compared with the Asia Pacific ex-Japan Index which has returned +16.87%, and since inception in December 2009 it has returned +12.49% per annum vs the index's annualised return over the same period of +6.47%.
View the fund's profile: https://www.fundmonitors.com/landing.php2021-08-1911 min
FundMonitors.comManagers Insights | Equitable InvestorsChris Gosselin, CEO of Australian Fund Monitors, speaks with Martin Pretty, Director at Equitable Investors.
The Equitable Investors Dragonfly Fund has been operating since September 2017. Over the past 12 months, it has risen by +67.27% vs the ASX200 Total Return Index's +28.56%. Over that period it has achieved up-capture and down-capture ratios of 217% and 84% respectively, indicating that, on average, the Fund outperformed in both the market's positive and negative months.
View the fund's profile: https://www.fundmonitors.com/landing.php2021-08-1312 min
FundMonitors.comManagers Insights | Collins St Asset ManagementChris Gosselin, CEO of Australian Fund Monitors, speaks with Vasilios Piperoglou, Co-Founder & Head Analyst at Collins St Asset Management.
The Collins St Value Fund has been operating since February 2016 and has delivered an annualised return since then of 19% vs the ASX200 Total Return Index's annualised return over the same period of 11.67%. Over the past 12 months, the Fund has risen +60.6%, outperforming the Index by +32%. The Fund's capacity to outperform in falling and volatile markets is highlighted by its Sortino ratio (since inception) of 1.41 vs the Index's 0.96 and down-capture ratio of 38.3%.
View the fund's profile: https://www...2021-08-1315 min
FundMonitors.comManagers Insights | Collins St Asset ManagementDamen Purcell, COO of Australian Fund Monitors, speaks with Rob Hay, Head of Distribution & Investor Relations at Collins St Asset Management.
The Collins Street Value Fund is an index unaware fund which seeks to create strong investment returns over the medium and long term with capital preservation a priority. Collins St maintain a portfolio of investments in ASX listed companies that they have investigated and consider to be undervalued. The Fund has risen +64.78% over the past 12 months against the ASX200 Accumulation Index's +27.80%, and with a similar level of volatility. Since inception in February 2016, the Fund has returned +19.26...2021-07-3011 min
FundMonitors.comManager Insights | Delft PartnersChris Gosselin, CEO of Australian Fund Monitors, speaks with Robert Swift, Chief Investment Officer at Delft Partners.
The Delft Global High Conviction Strategy invests in companies listed on major global developed market exchanges by combining 'fundamental' analysis with quantitative stock selection tools. The strategy began in July 2011 and has returned +15.95% p.a. with an annualised volatility of 11.91% since then. It has achieved Sharpe and Sortino ratios of 1.15 and 2.16 respectively, highlighting its capacity to achieve superior risk-adjusted returns while avoiding the market's downside volatility over the long-term. Over the most recent 12 months, the strategy has risen +26.81% vs AFM's Gl...2021-07-1509 min
FundMonitors.comManager Insights | Prime Value Asset ManagementDamen Purcell, COO of Australian Fund Monitors, speaks with Richard Ivers, Portfolio Manager at Prime Value Asset Management.
The Prime Value Emerging Opportunities Fund invests in companies in the diversified emerging companies sector. Since inception in October 2015, it has returned +16.30% p.a. against the ASX200 Accumulation Index's annualised return over the same period of +11.05%. The Fund has demonstrated superior performance in falling and volatile markets, with a Sortino ratio (since inception) of 1.45 vs the Index's 0.89, and a down-capture ratio (since inception) of 46%. Over the most recent 12 months, the Fund has risen +42.01% vs the Index's +27.80%, and has achieved a...2021-07-1508 min
FundMonitors.comManager Insights | Aitken Investment ManagementChris Gosselin, CEO of Australian Fund Monitors, speaks with Charlie Aitken, CEO & Portfolio Manager at Aitken Investment Management.
The AIM Global High Conviction Fund is a long-only fund that invests in a high conviction portfolio of global stocks. The Fund has risen +25.82% over the past 12 months, and +17.78% p.a. since inception in July 2019. Its capacity to outperform in falling and volatile markets is demonstrated by its down-capture ratio (since inception) of 74% and Sortino ratio (since inception) of 3.35.
View the fund's profile here: https://www.fundmonitors.com/landing.php2021-07-0820 minFundMonitors.comWebinar: Private EquityChris Gosselin, CEO of Australian Fund Monitors, speaks with Michael Tobin, Managing Director of Vantage Asset Management about the Private Equity market and why it has consistently outperformed listed markets over the past 15 years.2021-07-0741 min
FundMonitors.comManager Insights | Cyan Investment ManagementChris Gosselin, CEO of Australian Fund Monitors, speaks with Dean Fergie, Director & Portfolio Manager at Cyan Investment Management.
The Cyan C3G Fund has risen +15.45% p.a. since inception in August 2014 against the ASX200 Accumulation Index which has returned +7.97% p.a. on an annualised basis over the same period. The Fund has demonstrated superior performance in falling and volatile markets, with a Sortino ratio (since inception) of 1.22 vs the Index's 0.59, and down-capture ratio of 58.20%.
View the fund's profile: https://www.fundmonitors.com/landing.php2021-07-0215 min
FundMonitors.comManager Insights | Laureola AdvisorsDamen Purcell, COO of Australian Fund Monitors, speaks with Alex Lee, Director of Investor Relations at Laureola Advisors.
Laureola are a specialist investment management firm offering conservative, risk mitigated exposure to life settlements. The firm was established in 2012 to take advantage of the opportunities in the Life Settlements asset class which produces attractive non-correlated long-term returns. Since inception the fund has returned 15.65% p.a. with a standard deviation of just 5.51%.
View the fund's profile: https://www.fundmonitors.com/landing.php2021-06-1709 min
FundMonitors.comManager Insights | Magellan Asset ManagementDamen Purcell, COO of Australian Fund Monitors, speaks with David Costello, Portfolio Manager of the MFG Core Infrastructure Fund.
The Fund has recently been added to the fundmonitors.com database but has been operating since December 2009. Prior to December 2019 it was only available to institutional investors. Since inception it has returned +12.38% p.a. with an annualised volatility of 9.90%.
View the profile here: https://www.fundmonitors.com/index.php2021-06-0909 minFundMonitors.comWebinar: CryptocurrenciesChris Gosselin, CEO of Australian Fund Monitors, speaks with Clint Maddock, Founder & Director of Digital Asset Funds Management (DAFM) about the cryptocurrencies asset class and how DAFM's fund operates.2021-06-0433 min
FundMonitors.comManager Insights: ESG | Longlead Capital PartnersESG investments grew considerably in the Asia-Pacific region in 2020 and there were a number of net-zero emissions targets released by Asia-Pacific countries in late 2020.
Dr. Andrew West, Managing Director & Founder of Longlead Capital Partners, speaks about how this has has changed the was Longlead look at companies and build their portfolio.
View the profile: https://www.fundmonitors.com/fund-factsheet.php?FundID=35032021-05-2704 min
FundMonitors.comManager Insights | Longlead Capital PartnersDamen Purcell, COO of Australian Fund Monitors, speaks with Dr. Andrew West, Managing Director and Founder at Longlead Capital Partners. Andrew discusses the structural growth opportunities Longlead is looking at and shares his views on how the rotation to value in global markets has affected Longlead's investment universe.
The Longlead Pan-Asian Absolute Return Fund is an equity long/short fund investing in the Asia Pacific region. The Fund started in December 2020 and has risen +5.22% CYTD.
View the profile: https://www.fundmonitors.com/fund-factsheet.php?FundID=35032021-05-2712 min
FundMonitors.comManagers Insights | Delft PartnersAustralian Fund Monitors' CEO, Chris Gosselin, speaks with Robert Swift from Delft Partners about the Delft Global High Conviction Strategy. Robert shares his thoughts regarding the tension around the south china sea.
Since inception in August 2011, the Strategy has risen +16.21% p.a. with an annualised volatility of 12%. Over that period, the Strategy has achieved Sharpe and Sortino ratios of 1.16 and 2.18 respectively, highlighting its capacity to achieve good risk-adjusted returns while avoiding the market's downside volatility.
2021-05-0703 min
FundMonitors.comManagers Insights | Vantage Asset ManagementChris Gosselin, CEO of Australian Fund Monitors, speaks with Michael Tobin, Founder and Managing Director at Vantage Asset Management. Established in 2004, Vantage Asset Management Pty Limited is an independent investment management company with expertise in private equity, funds management, manager selection and operational management.
Vantage Private Equity Growth 4 (VPEG4) is a closed-ended Private Equity fund which started on 30 September 2019 and which is due to close on 30 September 2021. The Fund continues the investment strategy of Vantage's previous two Private Equity Funds, VPEG3 and VPEG2. The Fund invests in Private Equity funds based in Australia, along with Permitted Co-investments...2021-04-3011 min
FundMonitors.comManagers Insights | Collins StDamen Purcell, COO of Australian Fund Monitors, speaks with Rob Hay, Head of Distribution & Investor Relations at Collins St Asset Management.
The Collins St Value Fund is an index unaware fund which seeks to create strong investment returns over the medium and long term with capital preservation a priority. The fund has performed strong vs the ASX200 Total Return Index since inception, outperforming by 7.0% per annum.
View the fund's profile: https://www.fundmonitors.com/landing.php2021-04-2209 min
FundMonitors.comManagers Insights | Insync Fund ManagersChris Gosselin, CEO of Australian Fund Monitors, speaks with Monik Kotecha Chief Investment Officer at Insync Fund Managers. Insync Fund Managers operate two funds, the Insync Global Capital Aware Fund (hedged) and the Insync Global Quality Equity Fund (unhedged). The two funds have the same strategy, the only difference being that one is hedged and the other is unhedged.
The Insync Global Capital Aware Fund was started in October 2009 and since then has returned +11.43% p.a. with an annualised volatility of 9.90%. Over the same period, the Insync Global Quality Equity Fund has returned +13.38% p.a. with an...2021-04-1510 min
FundMonitors.comManagers Insights | Equitable InvestorsChris Gosselin, CEO of Australian Fund Monitors, speaks with Martin Pretty, Director at Equitable Investors.
The Equitable Investors Dragonfly Fund was started in September 2017 and has returned +3.06% p.a. since inception. Over the 12 months to February 2021, the Fund rose +59.82% against the ASX200 Accumulation Index's +6.48%.
View the fund's profile: https://www.fundmonitors.com/landing.php2021-04-0912 min
FundMonitors.comManagers Insights | Montgomery Investment ManagementDamen Purcell, COO of Australian Fund Monitors, speaks with Garry Rollo, Portfolio Manager of the Montgomery Small Companies Fund.
The Montgomery Small Companies Fund was started in September 2019 and has come through a pretty volatile period, outperforming the ASX Small Ordinaries and broader ASX 200 Total Return Index by significant amounts. Since inception the fund has returned 20.39% with a standard deviation of just 2.74%.
View the fund's profile: https://www.fundmonitors.com/landing.php2021-04-0109 min
FundMonitors.comManagers Insights | Laureola AdvisorsDamen Purcell, COO of Australian Fund Monitors, speaks with Alex Lee, Director of Investor Relations at Laureola Advisors.
Laureola are a specialist investment management firm offering conservative, risk mitigated exposure to life settlements. The firm was established in 2012 to take advantage of the opportunities in the Life Settlements asset class which produces attractive non-correlated long-term returns. Since inception the fund has returned 16.1% with a standard deviation of just 5.6%.
View the fund's profile: https://www.fundmonitors.com/landing.php2021-03-1911 min
FundMonitors.comManagers Insights | AIM Investment ManagementAustralian Fund Monitors' CEO, Chris Gosselin, speaks with Charlie Aitken from AIM Investment Management about the AIM Global High Conviction Fund's recent and long-term performance.
The AIM Global High Conviction Fund is a long-only fund that invests in a high conviction portfolio of global stocks. The Fund has achieved a down-capture ratio since inception in July 2015 of 81.83%, highlighting its capacity to outperform when market's fall. The Fund has outperformed the Index in 7 out of 10 of the Index's worst months since the Fund's inception, further emphasising its strength in negative markets.
View the fund's profile here: ht...2021-03-1214 min
FundMonitors.comManagers Insights | Prime Value Asset ManagementDamen Purcell, COO of Australian Fund Monitors, speaks with Richard Ivers from Prime Value Asset Management about the Prime Value Emerging Opportunities Fund.
Since inception in October 2015, the Fund has returned 14.86% p.a. against the Index's annualised return over the same period of +9.64%. The Fund's Sortino ratio (since inception) of 1.27 vs the Index's 0.74, in conjunction with the Fund's down-capture ratio (since inception) of 45.74%, highlights its capacity to significantly outperform in falling markets.
View the fund's profile: https://www.fundmonitors.com/landing.php2021-03-1107 min
FundMonitors.comManagers Insights | Premium China Funds ManagementDamen Purcell, COO of Australian Fund Monitors, speaks with Jonathan Wu, Executive Director at Premium China Funds Management.
Premium China was started their first fund in 2005 and have grown to offer 4 actively managed specialist Asian equity and fixed-income funds to both Australian and New Zealand investors.
Their Premium Asia fund, which was started in 2009 has returned 12.97% per annum since inception outperforming the Asia Pacific Ex Japan benchmark by over 8% per annum.
View the fund's profile: https://www.fundmonitors.com/landing.php2021-03-1011 min
FundMonitors.comManagers Insights | Cyan Investment ManagementAustralian Fund Monitors' CEO, Chris Gosselin, speaks with Dean Fergie from Cyan Investment Management about the Cyan C3G Fund's recent and long-term performance.
Since inception in August 2014, the Fund has risen +16.52% p.a. versus the ASX200 Accumulation Index's annualised return over the same period of +6.81%. The Fund has also achieved a down-capture ratio (since inception) of 58.2%, indicating that, on average, it has significantly outperformed during the market's negative months.
View the fund's profile here: https://www.fundmonitors.com/landing.php2021-03-0511 min
FundMonitors.comManagers Insights | Delft PartnersAustralian Fund Monitors' CEO, Chris Gosselin, speaks with Robert Swift from Delft Partners about the Delft Global High Conviction Strategy.
The Delft Fund annual return since inception was 14.93% and the index annual return was 13.75%. Furthermore, the Fund annual volatility since inception was 11.78%. Along with the Index annual volatility is 10.47%.
View the fund's profile here: https://www.fundmonitors.com/landing.php2021-02-2611 min
FundMonitors.comManagers Insights | Longlead Capital PartnersToday I am joined by Dr Andrew West, Managing Director and Founder of Longlead Capital Partners.
Longlead was founded in 2014 and is a specialist long/short equity manager with a core focus on Asia & Australia. The team at Longlead have recently released and Australian Domiciled Wholesale Unit Trust based on their existing Longlead Absolute Return Fund.
The Longlead Absolute Return Fund was started in July 2017 and has returned 29.24% per annum since inception.
For most investors the proof of an absolute return manager is in their performance during down markets, and Longlead have provided...2021-02-2610 min
FundMonitors.comManagers Insights | Frazis Capital PartnersAustralian Fund Monitors' CEO, Chris Gosselin, speaks with Michael Frazis from Fazis Capital Partners about the Frazis Fund what drove the Fund's significant outperformance over the past 12 months. Michael also shares his thoughts on the current state of markets around the world.
The Frazis Fund has risen +109.74% over the past 12 months vs AFM's Global Equity Index's +2.59%. Since inception in July 2018, the Fund has returned +35.74% p.a. vs the Index's +10.54%.
View the fund's profile here: https://www.fundmonitors.com/fund-factsheet.php?FundID=17472021-02-1914 min
FundMonitors.comManagers Insights | Magellan Asset ManagementDamen Purcell, COO of Australian Fund Monitors, speaks with Chris Wheldon, Portfolio Manager at Magellan Asset Management
The Magellan High Conviction Fund follows an unconstrained, highly concentrated long only strategy investing in global large cap stocks…with the fund investing in just 8-12 of Magellans best ideas. The fund also has the ability to take a cash exposure of up to 50%
View the fund's profile here: https://www.fundmonitors.com/fund-factsheet.php?FundID=17472021-02-1910 min
FundMonitors.comManagers Insights | Collin St Asset ManagementDamen Purcell, COO of Australian Fund Monitors, speaks with Rob Hay, Head of Distribution & Investor Relations at Collins St.
Since inception the fund has performed strongly returning 17.29% per annum. However the volatility of the past 2 years has provided Collins St with strong opportunities and the fund has outperformed the ASX 200 Total Return Index by 8.99% per annum since January 2019.
View the fund's profile: https://www.fundmonitors.com/landing.php2021-01-2209 min
FundMonitors.comManager Insights | DS CapitalDamen Purcell, COO of Australian Fund Monitors, speaks with Rodney Brott, CEO & Executive Director of DS Capital. DS Capital is a Melbourne based boutique investment manager. Their fund, the DS Capital Growth Fund was started in early in 2013 and aims to deliver an average return of at least 10% per annum through the economic cycle with a focus on preserving capital.
As at the end of November 2020, the DS Capital Growth Fund had returned +15.64% p.a. with an annualised volatility of 11.47% since inception in January 2013. By contrast, the ASX200 Accumulation Index had returned +8.82% p.a. with an annualised...2020-12-1506 min
FundMonitors.comManager Insights | Laureola AdvisorsDamen Purcell, COO of Australian Fund Monitors, speaks with Alex Lee who heads up Investor Relations (Australia & New Zealand) at Laureola Advisors.
The Laureola Investment Fund invests in Life Settlements and looks to provide investors with stable, non-correlated returns while generating cash flow from investments that allow the Fund to be used as a Fixed Income Alternative as well as a portfolio diversifier.
The Fund has returned +16.59% p.a. since inception in May 2013 with a maximum drawdown of -4.90%.
Laureola Investment Fund2020-12-1511 min
FundMonitors.comManager Insights | Aitken Investment ManagementDamen Purcell, COO of Australian Fund Monitors, speaks with Charlie Aitken, CEO & Portfolio Manager at Aitken Investment Management.
The AIM Global High Conviction Fund was started in 2015 and in 2019 was restructured from a currency hedged global long/short fund to an unhedged global long-only equity fund. Since the Fund's change of mandate, it has returned +11.25% p.a., outperforming the global equity index by over 5.5% on an annualised basis.
AIM Global High Conviction Fund2020-12-1506 min
FundMonitors.comManager Insights | Cyan C3G FundDamen Purcell, COO at Australian Fund Monitors, speaks with Dean Fergie, Portfolio Manager at Cyan Investment Management.
The Cyan C3G fund is a concentrated portfolio that invests in Australian shares outside the ASX top 100. Established in 2014 the fund has outperformed the ASX 200 accumulation index to the end of October by 9.45% per annum since inception.
Cyan C3G Fund2020-12-1508 min
FundMonitors.comManager Insights | Montgomery Small Companies FundDamen Purcell, COO of Australian Fund Monitors, speaks with Gary Rollo, Portfolio Manager at Montgomery, about the Montgomery Small Companies Fund.
Montgomery are a well know firm in the Australian funds management market and the fund recently celebrated its 1 year anniversary after being started in September 2019.
The fund has done very well in its first year returning 15.6% for the 12 months to the end of September outperforming the Small Ordinaries Index by 19% and the ASX200 Total return index by over 25%.
Montgomery Small Companies Fund2020-12-1514 min
FundMonitors.comManager Insights | Prime ValueDamen Purcell, COO of Australian Fund Monitors, speaks with Richard Ivers, Portfolio Manager at Prime Value, about the Prime Value Emerging Opportunities Fund.
The Fund has risen +19.06% over the 12 months to the end of September 2020, outperforming the ASX200 Accumulation Index by +29.27%. Since inception in October 2015, the Fund has returned +13.02% p.a. vs the Index's annualised return over the same period of +7.31%. The Fund's capacity to significantly outperform when the market falls is highlighted by its down-capture ratio (since inception) of 45.7%.
Prime Value Emerging Companies Fund2020-12-1510 minFundMonitors.comWebinar: Fund Manager Roundtable on the US ElectionThe US election is currently front and centre in the media - as it should be given that the outcome will shape the world for the next four years and beyond. Much of the focus is on the incumbents themselves, and much on the political ramifications of either a Trump or Biden victory, or even the possibility of no clear outcome at all.
But what of the market outcome, both in the US, Australia, Asia or the world as a whole?
This is a recording of a webinar hosted by Australian Fund Monitors on the 28...2020-12-1545 min
FundMonitors.comManager Insights | Datt CapitalDamen Purcell, COO of Australian Fund Monitors, speaks with Emanuel Datt, the Founder and Principal of Datt Capital. Emanuel discusses the performance of the Datt Capital Absolute Return Fund with a particular focus on the fund's ability to protect capital. Emanuel also provides insight into how Datt Capital are positioning the portfolio in order to navigate an increasingly uncertain future.
View the fund's profile: https://www.fundmonitors.com/fund-factsheet.php?FundID=16812020-12-1509 min
FundMonitors.comManager Insights | Airlie Funds ManagementChris Gosselin, CEO of Australian Fund Monitors, speaks with Matt Williams, Portfolio Manager at Airlie Funds Management.2020-12-1512 min
FundMonitors.comManager Insights | APSEC Funds ManagementDamen Purcell, COO at Australian Fund Monitors, speaks with Nicolas Bryon, manager of the APSEC Atlantic Pacific Australian Equity Fund.2020-12-1416 min
Frazis Capital PodcastEpisode 33: Interview with Chris Gosselin from Australian Fund MonitorsChris Gosselin from Australian Fund Monitors (https://www.fundmonitors.com/landing.php) interviewed us about the fund and strategy.
0:00 - Introducing Michael Frazis
1:12 - Michael introduces Frazis Capital and describes its core investment requirements (Customer love, explosive growth and market leadership)
2:45 - The opportunity presented by high growth companies with ugly financial statements, professional scepticism and high short interest
4:00 - The best investment opportunities are often in front of your eyes the entire time
4:35 - Michael reiterates the importance of the fund's core investment requirements
6:10 - Unit e...2020-08-1922 min