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Discover listed and unlisted funds with expertise across the full spectrum of markets.

Latest: Funds

Funds

Aboud: passive mispricings to reward active investors, AI shift to reward bold CEOs

Aboud on legacy, learning, and Perpetual's long game. Plus, the next big opportunities in markets: Mispricing, AI, and fewer active managers
Chris Conway
Livewire Markets
Funds

Is now the time to invest in small caps?

In this edition of the IIR LMI Monthly Update we take a look at the key news in June as well as whether now is the time to be investing in small caps given the RBA...
Claire Aitchison
Independent Investment Research
Fund in Focus

"Win more on down days": The big edge for defensive equities funds

Hamish FitzSimons on why defensive stocks are underappreciated, the parts of the ASX his fund is keen on, and those it isn't.
Tom Stelzer
Livewire Markets
Funds

20-year club: Platinum's Cameron Robertson on sensible bets… and a little bit of luck

In this series we're profiling managers whose funds are constituents of the 20-year club (i.e. at least two decades of operation).
Chris Conway
Livewire Markets
Rapid Fire

Two overlooked market opportunities for ETF investors

And the one ETF that VanEck's Arian Neiron would hold for the next five years.
Sara Allen
Livewire Markets
Funds

Falling ASX yields explained: What retirees and income investors need to know

Hunting for yield is tougher than ever but IML says investors can still find income and protect capital with the right strategy.
Anna Dadic
Livewire Markets
Funds

The 20-year club: Sustained excellence in funds management

You don't get to do anything for 20 years if you're no good at it. We shine a light on Aussie funds with a two-decade (or more) tenure.
Chris Conway
Livewire Markets
Funds

4 must-have traits to make it into this top-performing fund

How Aoris look through macro noise and focus on company culture to guide their current 14-stock portfolio selection.
+2
Anna Dadic
Livewire Markets
Funds

After years in the shadows, here's where to find future long-term winners

Ox Capital's investment approach focuses on identifying long-term winners with quality franchises and a strong valuation discipline.
Anna Dadic
Livewire Markets
Fund in Focus

ETF Shares offers investors new ways to access the best US tech and growth stocks

David Tuckwell says he can bring investors new products to help them make money on a low-fee basis. So we asked him, how?
+1
Tom Richardson
Livewire Markets
Funds

Can you build a portfolio that stands the test of time?

Is it possible to build a portfolio of ETFs that you can buy and manage for the long haul? In this article, we look to find out.
+3
Hans Lee
Betashares
Fund in Focus
Sponsored

Cracking the Code: How Vinva finds opportunities others can’t see

Vinva's systematic approach to investing in global equities is now available to wholesale and retail investors.
James Marlay
Livewire Markets
Funds

Low beta LICs & LITs for investors worried about market volatility

We look at trade ideas for those investors that are seeking to reduce market exposure historically had a low beta with equity markets.
D2O
+7
Claire Aitchison
Independent Investment Research
Fund in Focus

Tapping into the rich vein of growth opportunities outside the top 20

Ex-20, not ex-growth: How First Sentier Investors finds Australia’s quiet compounders and holds them for the long run.
RMD
XRO
James Marlay
Livewire Markets
Funds

Craig Packer - targeting 10% without the volatility: the power of private credit

David Clark sits down with Craig Packer, Co-President of Blue Owl Capital – a $140 billion powerhouse in private lending.
David Clark
Koda Capital
Funds

"Volatility creates opportunity" - but only if you know where to find it

How a stock in crisis fits into Pzena’s time-tested deep value investing strategy, honed over 30 years.
Anna Dadic
Livewire Markets
Fund in Focus

The active fund that can invest anywhere, anyhow

The Schroder Real Return Active ETF aims to offer growth without the volatility.
Tom Stelzer
Livewire Markets
Funds

The surprise ASX stock topping the list for global investment funds

1 in 10 global funds are holding this unsung hero of the ASX. Are you?
BXB
Tom Stelzer
Livewire Markets
Fund in Focus

An alternative to cash and bank hybrids for income-seeking investors

With falling cash rates and heightened equity market volatility, many investors are left wondering: where to next for stable income?
Anna Dadic
Livewire Markets
Funds

12 hedged ETFs to weather a shock rise in the Aussie dollar

A rising Aussie dollar once wiped out global returns for local investors. Here's how hedged ETFs can help you avoid history repeating.
Vishal Teckchandani
Livewire Markets
Funds

Australia's $24 billion dollar fund manager giving retail investors an institutional edge

Vinva analyses 15,000+ stocks and 3 million articles a year. Now, its data-driven edge is available to retail investors
James Marlay
Livewire Markets
Funds

Ophir, Regal and Macquarie reveal their formulas for long-term wealth creation

Phil King reveals the strategies that help Regal get ahead, as Ophir and Macquarie stock pickers reveal their top methods to make money.
Tom Richardson
Livewire Markets
Funds

David Gribble - Road to the top at Alceon: inside one of Australia’s top private capital firms

Host David Clark speaks with the newly appointed CEO of Alceon, one of Australia's leading multi-strategy private capital firms.
David Clark
Koda Capital
The Rules of Investing

Meet David - He’s taking on Australia’s ETF Goliaths (with just 10 stocks and a bold plan)

US technology and low fees are the launch pad for Australia’s newest ETF provider
The Rules of Investing
Livewire Markets
Funds

WAM Income Maximiser bucks the market chaos to raise $150 million

In this edition of the IIR LMI Monthly Update we take a look at the key news in April as well as some trade ideas given the current dislocation between NTAs/NAVs and...
Claire Aitchison
Independent Investment Research
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