Yesterday
Fund abandons ASX mandate to jump on US tech rally
Nathan Bell is upping his allocation to US stocks, saying the current price for some quality names on the ASX had reached “ridiculous” levels.
- Joshua Peach
This Month
The ASX stocks fundies are avoiding – and what they’re backing instead
With the ASX 200 trading within 50 points of its record high on Monday, here’s what these fund managers think could be ripe for a re-rate.
- Joshua Peach
VGI founder Robert Luciano pulls millions from Regal-owned funds
The high-profile stock picker has sold stakes in the funds managed by Phil King after registering a new venture last month.
- Joshua Peach
Nvidia bulls are selling – here’s what one fundie is buying instead
The AI market darling is reporting earnings next week, following a jaw-dropping share price run in the last 18 months.
- Updated
- Joshua Peach
Regal allegedly embroiled in South Korean securities investigation
The prominent hedge fund told investors in September it was shorting stocks in South Korea, saying it was focused on “one specific bank”.
- Joshua Peach
Hedge funds are once again targeting Qantas
Almost $300 million has been bet against Australia’s largest airline, even as it attempts to repair its relationship with customers after selling tickets on flights that were already cancelled.
- Joshua Peach
These 5 ETFs posted double-digit returns in April’s shock sell-off
The fall in global sharemarkets stopped the fast-growing ETF industry in its tracks in April, but proved profitable for several short-style strategies.
- Updated
- Joshua Peach
Shaw and Partners boss says ‘fed-up’ Morgan Stanley brokers walked
“Heavy-handed” Morgan Stanley’s loss is Shaw’s gain, says co-CEO Earl Evans, who now manages $5 billion in WA wealth alone.
- Brad Thompson
April
The eight stocks most loved by Australia’s best fund managers
Despite the headwinds, CSL is still loved by the top stock pickers. CBA and BHP are also widely held – but not as widely as expected.
- Joshua Peach
March
‘More than mining’: WA med-tech sector message to local investors
WA medical ventures no longer limited to interstate or overseas investors for viability, says OncoRes breast cancer tech innovator Katherine Giles.
- Tom Rabe
- Opinion
- Chanticleer
This fundie has a warning on passive investing. Will investors care?
Mega-cap stock have pushed sharemarket indices to stretched levels at a time when risks are building across economies and markets. This $934 billion fundie is worried about a nasty hangover.
- James Thomson
February
The sum you need to make it into the top 1pc in Australia
Joining the top 1 per cent of wealthy Australians became easier last year as the country’s rich were hit with a weaker Aussie dollar and slowing economic growth.
- Primrose Riordan
Wealthy families are trying something new – ditching the secrecy
There’s a new breed of private investment vehicle for the super rich. And they’re less interested in managing money out of view than making more of it.
- Primrose Riordan
Here’s a drug stock that Talaria tips could jump 35 per cent
Global investor Chad Padowitz thinks the market is too conservative on Swiss giant Roche and points to cracks in the US earnings season.
- Joanne Tran
Altium buyout ‘bittersweet’ as fund managers cash in
The $9.1 billion proposed takeover offer for ASX-listed tech stock has left shareholders awaiting a major payout with mixed feelings.
- Joshua Peach
- Opinion
- Chanticleer
‘Markets are broken’. This Wall Street legend thinks he has a solution
Markets might be at record highs, but David Einhorn says less and less money is focused on fundamental value. That’s forced a huge change in his investment strategy.
- James Thomson
Deep Yellow surge puts squeeze on Fidelity’s charity
Even when done altruistically, stock-picking isn’t for the faint-hearted.
- Myriam Robin
December 2023
- Opinion
- Investing
Four banks went bust this year and I made money betting against all of them
There are few economic ailments for which the cure is not a healthy dose of scepticism, writes Argonaut Capital founder Barry Norris.
- Barry Norris
Guzman y Gomez appoints Kmart and Target executive as new CFO
Backed by TDM Growth Partners, Barrenjoey and Aware Super, the company is attempting to end a period of leadership instability ahead of an ASX listing.
- Primrose Riordan
What these fundies want to buy in 2024
After the most rapid interest rate hiking cycle in decades, experts agree on one thing: investors need to do their research, more than ever.
- Lucy Dean