Last week, Morningstar released a stack of fund performance data for the quarter to March 31. As laid out by Chanticleer on Tuesday, the past year has heralded a return to roaring form for value fundies like Perpetual and Allan Gray.
Others haven’t fared nearly so well.
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Joe Aston is the founder of Rampart and the best-selling author of The Chairman’s Lounge: The inside story of how Qantas sold us out. From 2012 to 2023, Joe helmed The Australian Financial Review’s Rear Window column. Email Joe at hello@rampart.news