Global Strategy Update

Magellan Asset Management

January 2022

Funds operated by this manager:

Infrastructure Strategy Update

Magellan Asset Management

January 2022

Funds operated by this manager:

Webinar recording: Paragon Australian Long Short Fund

Airlie Market Outlook, January 2022

Airlie Funds Management

17 January 2022

Matt Williams, Portfolio Manager, offers his views on the year ahead, the challenges he sees for Australian companies and discusses investments in the portfolio. 

Funds operated by this manager:

Peer Groups

FundMonitors.com

Distinctively different and driven to perform Unlocking

the opportunity of 'special situations'

Colins St Asset Management

January 2022

Michael Goldberg (Managing Director / Portfolio Manager) and Rob Hay (Head of Distribution & Investor Relations) from Collins St Asset Management share insights into how 'special situation' investment opportunities have been implemented within the Collins St Value Fund.  Recorded 27 October 2021.

Chris 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.

Funds operated by this manager: Glenmore Australian Equities Fund

Fund Selector

FundMonitors.com

Chris 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%.

Funds operated by this manager: Collins Street Value Fund

Gino Rossi, Portfolio Manager for the Spheria Global Microcap Fund talks about the trajectory of company growth and how investors might view the stages relative to returns.

Spheria Asset Management is a fundamental-based investment manager with a bottom-up focus specialising in small, mid-cap and microcap companies. Its investment philosophy is to purchase securities where the present value of future free cash flows can be reasonably ascertained and the security is trading at a discount to their intrinsic value, subject to certain criteria.