Listed investment trusts – a listed growth story

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Led by exchange traded funds (ETFs), listed investments have experienced significant growth over the last decade, a period which coincides with the end of the global financial crisis (GFC). In this article, GSFM examines a growing sub-sector of listed investments, the Listed Investment Trusts (LITs) and compares LITs to other investment structures. In the 12

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19 Sep 2018

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Hold the champagne: The bond market’s ‘new pessimism’

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I’m a bond guy, and as a paid-up member of the bond managers union (BMU), I must acknowledge that bond managers have a reputation for pessimism. Some of our more cynical colleagues in the equity market accuse us of a certain self-interested pessimism – you know, we ‘talk our book’ by crying “recession” or “crash”

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24 Aug 2018

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Long/short investing – a true conviction strategy

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A long/short equity strategy, as the name suggests, holds both long and short equity positions in its portfolio. In recent months there’s been a surge of flows into these strategies – in this article, Grant Samuel Funds Management explores the rationale for investing in a long/short equity strategy and why that might explain the uptick

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13 Aug 2018

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Global small caps do some heavy lifting

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Australian investors and financial advisers have long understood the benefits of adding Australian small cap funds to a diversified portfolio. Those same benefits apply to global small caps – and on a much larger scale given the huge opportunity set – yet few portfolios have an exposure to this asset class. In this article, Grant

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18 Jul 2018

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Tribeca management acquires the interest of Grant Samuel Funds Management in Tribeca Investment Partners

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Tribeca Investment Partners (Tribeca) is pleased to announce that the shareholding of Grant Samuel Funds Management (GSFM) has been acquired by Tribeca executive management effective from June 8, 2018. Tribeca is an Australian-based boutique fund manager offering strategies across Australian smaller companies, long/short Australian equities and global natural resources. After the buy-back of the equity

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13 Jun 2018

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Ten most important charts for fixed income investors

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Since the end of the Global Financial Crisis (GFC) there has been eight years of ‘sunny skies’ – however, with interest rates and inflation moving upward, Brad Boyd CFA, Portfolio Manager with fixed income experts Payden& Rygel (Payden), sees some potential for ‘rainy days’ ahead. In this article, Grant Samuel Funds Management shares a series

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12 Jun 2018

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When bits meet atoms

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In this third of a three-part series penned by Epoch Investment Partners, the ‘tech is the new macro’ theme is explored further to consider the implications of the second machine age for corporate profitability. Part two of the series focused on technology’s implications for the macro outlook, particularly employment and wage growth, as well as inflation

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21 May 2018

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Digital enterprise – the future is here

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As businesses across all sectors grapple with digital disruption and race to embed technology across all facets of their business, a number of technology providers stand to benefit. In this article, Grant Samuel Funds Management examines digital enterprise and looks to its investment partner Munro Partners, which has adopted ‘digital enterprise’ as an Area of

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26 Apr 2018

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Back to the future: the return of the ‘old normal’

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Grant Samuel Funds Management’s latest recruit, Advisor Stephen Miller, reflects on the recent volatility in the equity and bond markets following the re-emergence of inflationary pressures. He looks to the past to explain that, in fact, it’s not a new paradigm, rather, the return of the ‘old normal’. I remember full well the day I

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13 Mar 2018

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GSFM adds three funds to ASX mFund settlement service

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Grant Samuel Funds Management has made three of its international equities funds available on the mFund settlement service, building on growing investor demand for global equity opportunities. The funds are: Munro Global Growth Fund, which aims to provide investors with meaningful, risk-adjusted, absolute returns through exposure to global growth equities over a medium to long-term

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12 Mar 2018

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