Lonsec upgrades four BAEP funds

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Lonsec has upgraded four Bennelong Australian Equity Partners (BAEP) funds to ‘Highly Recommended’. The funds are the Bennelong Australian Equities Fund, the Bennelong Twenty20 Australian Equities Fund, the Bennelong ex-20 Australian Equities Fund and the Bennelong Concentrated Australian Equities Fund. All four funds are run by BAEP’s single investment team, based on a similar active management,

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Investor short-sightedness to the detriment of returns

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The Australian sharemarket has doubled investors’ money since the bottom of the GFC – something that seemingly goes unnoticed by many commentators – and investors are risking potential returns by concerning themselves with future economic uncertainty, according to Bennelong Australian Equity Partners’ investment director, Julian Beaumont. Studies into the psychology of loss aversion show investors feel losses

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BAEP wins Australian large cap equities award

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Bennelong Australian Equity Partners (BAEP) has taken out the 2018 Money Management/Lonsec Fund Manager of the Year Award for the best Australian Large Cap Equities Fund. The award-winning fund, the Bennelong Concentrated Australian Equities Fund, has provided strong returns over time. Since the fund’s inception, it has returned 18.1% per annum compared to the benchmark’s

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Synchronised global growth proving good investment opportunities

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The global economy is experiencing synchronised growth creating good opportunities for investors locally and internationally, according to Bennelong Funds Management’s investment partners. Julian Beaumont, investment director at BAEP, says the upcoming ASX reporting season will be closely watched by the market, but the expectation is that it will be generally positive. “Despite a strong last

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But who is selling?

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Should we play the ball or the man? How much attention should we pay to who might be selling stocks we are looking to buy or already own? In general, the anonymity of the stock market prevents us from knowing too much about the sellers. However, there are important instances where we do. Director and

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Look for companies set to benefit from innovation

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Despite recent talk about ‘disruptors’ and the impact that new companies can have on traditional marketplaces, investors shouldn’t assume that ‘innovation’ necessarily means disruption and fear the worst for their portfolio. “Innovation and disruption are part of capitalism, and have been happening for a long time,” says Julian Beaumont, investment director at Bennelong Australian Equity

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Bennelong ex-20 Fund retains ‘highly recommended’ rating

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The Bennelong ex-20 Australian Equities Fund has retained its ‘highly recommended’ rating from research house Zenith Investment Partners*.The Fund is managed by Bennelong Australian Equity Partners (BAEP) and has been rated ‘highly recommended’ consistently since 2011. It provides investors with an Australian shares portfolio that invests in companies that lie outside of the top 20

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Turnarounds offer good opportunities but also high risk for investors

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Companies on the cusp of achieving a turnaround in their fortunes can offer savvy investors the opportunity to invest in quality that may not be readily apparent to others; however successful turnarounds are rare and often difficult to identify in advance, says Julian Beaumont, investment director at BAEP. “The idea of identifying opportunities that are

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The art and science of quality

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Quality. As an investment term, it’s often touted, but not always well understood. Julian Beaumont of Bennelong Australian Equity Partners (BAEP) explains the term and how to use it to orientate long-term investment returns. A bias towards high quality companies naturally comes with the question of how to define quality. The answer is not straightforward

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Short-termism a challenge for investors

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Australian share market investors are increasingly focused on unsustainably quick gains rather than long-term growth, says Julian Beaumont, investment director at BAEP, in his recent paper entitled: A long story told short. “We no longer own equities, we rent them. Three decades ago, the average holding period for Australian shares was more than six years.

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