Two dominant investment styles are value versus growth. Value investors look for undervalued stocks while growth investors prefer companies with strong earnings growth potential. While value investing has outperformed over the long term, its underperformance in recent years, particularly in the recent selloff, has caused many...
Money Management - by Laura Dew After S&P Dow Jones announced the Australian equity mid and small cap sector was the most consistent sector over three years, Money Management took a deep dive into individual fund performance. In its research, the ratings provider found 29.4% of funds in this sector which outperformed...
Over the past five years, or so, value has significantly underperformed other styles of investment, such as growth and momentum. As the portfolio manager of a value-style investment fund, which prides itself on remaining “true to label”, this is a fact I am acutely aware...
[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text]ESG & Equities Analyst, Emilie O’Neill, discusses the Sustainable Future portfolio and our partnership with HUB24. [embed]https://youtu.be/PRhMiR_9-_0[/embed][/vc_column_text][/vc_column][/vc_row] ...
Note: Stock performance as 16th April 2020. The COVID-19 pandemic created significant market volatility throughout March and into April. While this has been a trying time for investors and listed companies, the current volatility is likely to create investment opportunities and can also create opportunities...
Portfolio Manager, Damian Cottier, discusses a number of different ways as to how the Sustainable Future Trust addresses climate change. [embed class="is-loading"]https://youtu.be/xWKSU321zaQ[/embed]...
Emilie O'Neill, ESG & Equities Analyst discusses the key ESG themes for 2020 [embed class="is-loading"]https://youtu.be/EuxIlsV3te0[/embed]...
Momentum Media - Adrian Flore Boutique fund manager Perennial Value Management has announced the appointment of two new senior positions as it boosts its service offering for advisers and dealer groups. David Redford-Bell will commence as senior investment specialist based in Queensland and Marjon Crandall joins as...
What is screening? An investment screen is a general term used for the exclusion or inclusion of stocks based on the exposure to certain characteristics or factors. These factors can range from metrics on valuation, the sector or industry, performance, earnings quality or yield. Typically,...
Damian Cottier, Portfolio Manager for the Sustainable Future Trust will discuss how active investing makes a lot of sense when it comes to ESG and sustainablity, particularly if you want your investment to make some positive change. [embed class="is-loading"]https://www.youtube.com/watch?v=G3ast1zU7lc[/embed]...
Only institutional, sophisticated and wholesale investors, as defined in the Corporations Act 2001 (Cth), may make applications to invest in the Perennial Private to Public Opportunities Fund.
Are you a Wholesale Investor:
