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CONCENTRATED News & Analysis

Wirecard scandal: Should fund managers bet big?
Funds
Wirecard scandal: Should fund managers bet big?
Fund managers are urged to have the courage of their convictions, but the scandal around the German payments provider shows how that approach can go...
Holly Black | 24 June 2020
5 medallist funds that invest with conviction
Funds
5 medallist funds that invest with conviction
Shining a light on medallist funds that have little in common with their benchmarks.
Emma Rapaport | 28 May 2020
Revealed: Hyperion, QVG among best Aussie stock pickers for 2018
Funds
Revealed: Hyperion, QVG among best Aussie stock pickers for 2018
A multi-billion-dollar asset manager has taken the crown for top performing Australian equity large growth fund, beating the index by almost 7 per...
Emma Rapaport | 12 December 2018
What is the best way to invest in global equities?
Funds
What is the best way to invest in global equities?
Champions of a concentrated portfolio approach argue that a high-conviction style is required to beat the benchmark.
Andrew Miles | 07 June 2018