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Money Management - Oksana Patron The Perennial Value Microcap Opportunities Trust has been added to the IOOF Pursuit platform. The trust invested in both listed and unlisted companies including small and microcap stocks and, since its inception in 2017, delivered annualised return of 24.3 per cent, net...

Morningstar - Nicki Bourlioufas Listed real estate investment trusts are tipped to build on strong momentum and outperform the overall share market this year as investors adopt more defensive positions to combat volatile share markets. In 2018, the ASX/S&P 200 REITs returned 2.91 per cent, compared to...

Nestegg.com.au - Stephanie Aikins Australian companies will offer investors attractive opportunities in 2019, one investment management firm says, as global markets face a range of macro-issues unsettling investor confidence. Stephen Bruce, director of portfolio management at Perennial Value Management, has pinpointed Australian companies as an area of focus...

Money Management - Oksana Patron Perennial Value Management has expanded its retail distribution team with the appointment of Mark Tisdell as its new senior investment specialist. He would hold a hybrid role – a national focus for Daintree Capital and a state (New South Wales and ACT) focus...

Morningstar - Nicki Bourlioufas Merger and acquisition activity in Australia is likely to increase over the next year, with the lower Australian dollar providing an incentive to offshore buyers to make bids, including cashed-up private equity funds, according to several experts. Such activity is generally closely watched...

Adviser Voice  Valuation dispersion in domestic shares is nearing record levels as Australia approaches its tenth year of a bull market, meaning the conditions for value investing to outperform could be near, according to a new white paper from Perennial Value Management (Perennial Value). The white paper;...

Morningstar - Emma Rapaport and Lex Hall The past financial quarter has been a rocky time for Australian investors as markets navigate volatile shoals. October posted the sharpest one-month declines for global equities since 2012 amid gnawing concerns over the durability of the economic cycle and escalating trade...

John Murray, Managing Director and Stephen Bruce, Director of Portfolio Management discuss why they believe it is now time to shift gears from momentum to value investing. https://www.youtube.com/watch?v=6HyphqBbqfY...

We are now into the ninth year of a bull market. In recent years, momentum and growth stocks have dominated markets whilst value stocks have struggled. John and Stephen will discuss why advisers and clients alike should give serious consideration to re-balancing portfolios towards a...