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Managed funds

Yesterday

Fund managers say there are plenty of opportunities despite the market turmoil this week.

Eight ideas on how to play a roller-coaster sharemarket

Uncertainty abounds – will global tariffs make a return? How far will a China trade war go? But some of our biggest investors are seeing big opportunities.

This Month

Markets across the globe tumbled as investors digested the impact of Trump’s tariffs.

Market rout hits $97b and investors fear there are billions more to go

Brokers and fund managers said the Trump administration’s tariffs were threatening to turn into a full-blown economic crisis as global markets plunged.

Trillions of dollars were wiped from Wall Street over just two days last week, with traders expecting the turmoil to continue.

ASX braces for capitulation after $9trn wiped from Wall Street

The country’s major asset managers and hedge funds will suffer historically large losses when the market opens, compounding a difficult year with poor returns.

Traders on the floor of the New York Stock Exchange on Friday. Super funds appeared ill prepared for the double whammy of a cyberattack and a global market meltdown.

With global markets in turmoil, big super faces an epic stress test

The major funds will get a chance to prove they can handle the turbulence. But the financial system’s vulnerabilities have shifted from banks to pensions.

Transgrid is a monopoly asset.

Singapore’s GIC to acquire $1b-plus stake in NSW’s Transgrid

UTA’s sale has played out in parallel with fellow shareholder OMERS’ negotiations to sell a 19.99 per cent stake, acquired for $2 billion-plus in 2020, to the Future Fund.

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Australian bond investors expect a worsening economic outlook due to Donald Trump’s next round of tariffs to spur a rally in bonds.

What bond managers expect from Trump’s tariffs

Australian bonds may be stuck in the middle of Trump’s trade war, but some fund managers expect the deteriorating growth outlook to spur a rally in bonds.

KKR’s ASX announcements were a maze of corrections last week.

KKR corrects a correction

It took KKR three tries to clear up the mess it made of its own ASX announcements.

March

SG Hiscock’s Rory Hunter and Yarra Capital’s Joel Fleming manage the top-performing funds of this year.

These fundies outperformed this quarter thanks to gold and small caps

From the Trump administration’s tariff plans to the first rate cut in almost five years, it has been a turbulent three months. These investors have prospered.

Michael Hintze at his office in London “You can’t out-trade a machine, but you can out-think it,” he says.

Hedge fund veteran Michael Hintze on the rise of machines, and returns

It has been a year since the billionaire investor sold his storied London fund. Now he’s back with a new fund in the midst of a rapidly shifting market.

Russel Pillemer’s Pengana Capital has paused redemptions in one of its funds.

Pengana freezes fund redemptions as it braces for big Opthea loss

The firm’s unlisted high-conviction equities strategy is more than 44 per cent invested in healthcare stocks. The biotech has warned it could be insolvent.

Microequities CEO Carlos Gil.

Microequities AM buys stake in edtech Global IT Factory

It marks the first time that Global IT, founded a decade ago, has taken external capital.

Phil King is the co-founder of Regal Partners, which has been a major investor in Opthea.

Regal’s listed funds slash value of biotech Opthea by two-thirds

The hedge fund run by veteran stockpicker Phil King has told investors that the eye treatment play is worth 20¢ per share. It is the company’s largest investor.

Michael Lukin-run Roc Partners is raising a new fund.

Roc Partners debuts multi-strategy PE fund with $160m seed portfolio

Continuation funds, that are set up private equity firms to prolong their stay at promising portfolio companies, are among Roc’s top avenue for generating deals for the new fund.

Shares in Phil King’s Regal Partners plunged on Monday with the future of one of its key investments under a cloud.

Investors fret over clinical trial failure’s hit on Regal funds

Phil King’s investment firm was the largest shareholder in Opthea, the eye treatment play that could become insolvent after a poor medical result.

Strongroom founders (right) Max Mito and Christopher Durre (left) and EVP’s Misha Saul on March 13.

Sydney VC firm calls in forensic experts, police at start-up StrongRoom AI

EVP has called in legal and forensic accounting experts to plough through the financial accounts of StrongRoom AI, which makes software for pharmacies.

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Wilson Asset Management is understood to have a network of more than 130,000 investors.

Geoff Wilson’s new LIC crosses $100m in commitments

Wilson has been powering through a roadshow and has until April 11 to hit the $510 million target spelled out in the prospectus.

Metrics co-founder Andrew Lockhart.

Metrics hits back at critics, says there’s plenty of money flowing in

The private credit giant held a conference call with investors after a big financial planner recommended advisers sell their funds.

Gold rush hits fever pitch as fundies spruik 100pc gains

Australian investment managers are scrambling to advertise their new funds after the precious metal topped $US3000, creating a windfall for mining stocks.

A Jetstar plane on the tarmac at Launceston Airport in Tasmania.

Dexus Airport Fund raising to bid for 9.7pc of Melbourne, Launceston airports

Should DWAF’s bid be successful, it would be helping four investors – including two other Dexus-run funds – take money off the table.

Regal chief executive Brendan O’Connor sold more than $3 million in the company’s shares last week.

Regal chief executive Brendan O’Connor dumps $3.4m in fund’s shares

The sale represented about 10 per cent of his holdings in the funds management business founded by stockpicker Phil King and came despite a share slump.

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