Fidante Partners forms long term alliances with talented investment teams to create, support and grow specialist asset management businesses. Our deep experience in asset management, extensive network of investor relationships and solid operational infrastructure enables these teams to focus on what they do best: manage money. Our boutique asset managers include: Alphinity Investment Management, Ardea Investment Management, Avenir Capital, Kapstream Capital, Greencape Capital, Lennox Capital Partners, Merlon Capital Partners, NovaPort Capital, WaveStone Capital. For more information, see www.fidante.com.
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Marketplace or peer-to-peer lending is well established overseas and growing rapidly in Australia, but investors should understand the risks and the returns, as described in the first part of this debate.
The rise in bond rates in the US in 2018 has tilted investment opportunities away from the easy choice of collecting higher dividends on shares, and now, greater prudence is required.
Among the focus on tech stocks and healthcare sectors, the quality in consumer staples stocks tends to be overlooked, but these are the companies we continue to buy from in all economic circumstances.
Many active managers are closet indexers. The real cost of forcing a skilled manager into a low tracking error is the limit to the upside.
A better approach to sustainable investing is to actively select for better ESG scores and identify companies with a positive impact. Fund managers have an important advocacy role.
Bond investing is not only buy and hold and traditional return sources such as income, changing yields and duration. Relative value identifies market inefficiencies and uses risk management techniques in all market conditions.
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Equity markets as well as other risk assets have corrected in the fourth quarter of 2018 and the question on everyone’s mind is: “Is it too soon to buy or should we even sell into this decline?”
A study of the Australian boutique funds management industry finds that investment teams within ’boutique’ funds have outperformed both their benchmarks and their non‐boutique peers over time.