Supply chains, logistics and inflation

Forager Funds Management

07 March 2021

Funds operated by this manager:

Forager Australian Shares Fund (ASX: FOR), Forager International Shares Fund

Chris 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.

Funds operated by manager: DS Capital Growth Fund

Australian Equities - At The Crossroads?

Airlie Funds Management

08 March 2022

After varying lengths of ever-lower interest rates, RBA asset-buying and benign inflation - all three are reversing course, resulting in increasingly volatile equity markets in 2022. Airlie Portfolio Manager, Matt Williams and Equities Analyst, Will Granger explore what this means for Australian equities. The pair analyse the latest February earnings season and provide insight into the Airlie Australian Share Fund (AASF) portfolio.

Timestamps:
4.25 Australian Equities discussion starts 
5.35 Inflation
9.00 Valuations
11.00 M&A Boom - over?
12.05 M&A in Australia
13.35 Reporting Season
16.15 Summary
18.40 Newscorp - WSJ strategy success
29.20 Q&A

Funds operated by this manager:

Investing in infrastructure: what's changed

and where are the opportunities?

Magellan Asset Management

February 2022

Funds operated by this manager:

Chris 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.

Funds operated by this manager: Cyan C3G Fund

Webinar | Premium China Funds Management - Asian Fixed Income

The travails of certain Chinese property developers continue to impact Asian corporate bonds. Jonathan Wu has an update on how we are traversing this landscape.

Speaker: Jonathan Wu, Premium's Head of Distribution and Operations & Chief Investment Specialist

Damen Purcell, COO of Australian Fund Monitors, speaks with John Swallow, Director at Laureola Advisors.

The Laureola Australian 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%.

Funds operated by this manager: Laureola Australian Feeder Fund

Webinar | Premium China Funds Management - Asian Equities

2022 has begun with extreme volatility in global equity markets. In this webinar, Jonathan Wu, shares a perspective on Asian markets

Damen 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%.

Chris Gosselin, CEO of FundMonitors.com, speaks with Martin Pretty, Director at Equitable Investors.

The Equitable Investors Dragonfly Fundd 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%.

Funds operated by manager: Equitable Investors Dragonfly Fund