This Month
Tribeca expands distribution headcount with Australian Ethical hire
The firm, home to well-known fund managers including Ben Cleary and John Stover, has doubled its distribution headcount with new hires in Sydney and Singapore.
- Sarah Thompson, Kanika Sood and Emma Rapaport
Francyne Mu exits Franklin Templeton Global Growth
The co-portfolio manager for the global growth fund will step down from responsibilities at the end of January.
- Sarah Thompson, Kanika Sood and Emma Rapaport
CBA, the next 10-bagger, founder woes: The best of Monday Fundie 2024
The fund manager profiles that resonated the most with readers this year were rich in speculative stock tips, but it’s the deep insights that have made this column a hit.
- Jonathan Shapiro
Canaccord claims another buyside scalp; lures high-profile fundie
The Melbourne-based portfolio manager is well known to Canaccord having spent the last eight years at Millennium, the $100 billion hedge fund founded in New York by Iggy Englander.
- Sarah Thompson, Kanika Sood and Emma Rapaport
Four exit Pinnacle-backed fundie Firetrail
Street Talk understands global equities portfolio manager Oscar Hutchinson and head of investment strategy Anthony Doyle have left the firm.
- Sarah Thompson, Kanika Sood and Emma Rapaport
- Opinion
- Chanticleer
PwC client Perpetual now the ATO’s crash test dummy
It would be funny if it weren’t for Perpetual’s succession of own goals that have already turned it into an Australian funds management laughing stock.
- Anthony Macdonald
- Updated
- Mergers & acquisitions
Bleak prospects for Perpetual’s $2.2b KKR deal after tax bill blowout
The fund manager said it would have to pay up to $529 million to sell two lucrative divisions to the buyout giant, ruining the economics of the transaction.
- Updated
- Jonathan Shapiro
Chris Stott’s 1851 Capital hires from Wilsons Advisory
The small-caps fund manager has made its first hire in more than three years, making a rare addition to its tight-knit team.
- Sarah Thompson, Kanika Sood and Emma Rapaport
Fixed income brokers prepare for a ‘gold rush’
A surprise decision by regulators to phase out major bank hybrids has sparked a race to fill the void and meet a growing demand for income.
- Jonathan Shapiro
- Opinion
- Chanticleer
This one word explains why Regal’s tilt at Platinum collapsed
The two companies are a long way apart on the merits of a tie-up, but both camps can agree on one thing.
- James Thomson
Platinum sinks as Regal takeover hopes dashed
More than $1 billion in outflows in October and November have ended the chances of a higher Platinum bid from the hedge fund giant.
- Joshua Peach
Ex-Pendal chief Emilio Gonzalez to join Brisbane fundie
Street Talk can reveal Gonzalez will join the board of Brisbane-based Australian equities boutique DNR Capital from February 1.
- Sarah Thompson, Kanika Sood and Emma Rapaport
Australian private equity goes evergreen to court wealthy investors
Roc Partners is the latest big buyout group to pivot to open-ended funds as firms switch from industry superannuation.
- Jonathan Shapiro
These are the best performing ETFs in 2024
But the market drivers for exchange-traded funds are forecast to be quite different in 2025.
- Alexandra Cain
Platinum suffers $840m outflows in big blow to turnaround plans
The prominent equities investment house said one institutional investor had pulled $537 million as it disclosed its November funds figures.
- Kylar Loussikian
Meet the Australian fundies making a motza from the return of Trump
Bitcoin at $US100,000, stockmarkets setting records as tech and banking soars. These local investors are grabbing every opportunity to make big returns.
- Joshua Peach
iPartners acquires majority stake in Melbourne-based credit fund
iPartners sees the Mi fund as the bridge to expand its existing $6 billion business from high-net-worths to retail investors.
- Sarah Thompson, Kanika Sood and Emma Rapaport
- Opinion
- Chanticleer
Forrest-backed all-female fund wants to change a pale, male industry
Nicola Forrest will invest $100 million to seed the first all-female fund in Australia. But one of the star stock pickers says it’s a tough time for fundies.
- Updated
- James Thomson
Former abrdn chief heads to Hearts & Minds
The move comes weeks after HM1 hosted high-profile investment leaders at its Sohn stock-picking conference in Adelaide.
- Sarah Thompson, Kanika Sood and Emma Rapaport
All the ladies: Future Generation set to launch fund run by women
A group of high-profile female investment managers have thrown their support behind a fund that aims to advance gender equality and opportunity.
- Sarah Thompson, Kanika Sood and Emma Rapaport