The newest Australian equities manager on the block, Firetrail Investments, sees the index through only four concepts: China, Australia, yield and global, doing away altogether with the standard industry classifications.
As Patrick Hodgens tells it, there are 25 great ideas out there in the market: "We don't really care what sector that is, let's just get out there and uncover them."
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Vesna Poljak is the Companies editor. She was previously the Markets editor with a special interest in the investment industry, hedge funds and accounting. She is based in the Sydney newsroom. Connect with Vesna on Twitter. Email Vesna at vpoljak@afr.com