Absolute returns

Munro CIO Nick Griffin shares the six characteristics he looks for in a growth company, and the three major themes he’s most excited about.

A fascinating conversation with Yarra Capital Management's Andrew Smith about the strategy of the Yarra Market Neutral Fund.

The baffling rise and fall of cryptocurrencies has come as no surprise to Ben McGarry, Portfolio Manager at Totus Capital, it’s just one of many short positions the...

Long-term investing success depends on how you go at it, and how you stay at it. It involves a strategic framework and a philosophy, the setting of limits, and...

Why invest The simple answer to the fundamental question of why we invest is of course to make money. Perhaps to build personal wealth, or perhaps to build a...

With interest rates at all-time lows, there is an increased focus by investors on how to enhance returns without assuming ‘excessive levels’ of interest rate or credit...

With interest rates at all-time lows and sustainable yields hard to find, investing for income while managing risk can be challenging. The Schroder Absolute Return...

We know that low cash rates and bond yields have made accessing income increasingly challenging. As a result, investors are going further up the risk spectrum to buy...

The concept behind the circle of influence and control is simple. What is within the ‘circle of control’ is what can be controlled by an individual, in this scenario,...

In my last Livewire post, I commented that The Vega Fund would be looking closely at economic data over the coming months to determine whether it should remain long...

Most investors place their bets on share prices rising. There is a lot less focus placed on shorting, the betting that share prices will decline. Shorting is done by...

What exactly is a defensive asset? The answer to this depends very much on who you ask. For some people the priority is liquidity so just holding cash might make...

As Peter Lynch once famously said “You get recessions, you have stock market declines. If you don’t understand that’s going to happen, then you’re not ready, you won’t...