Perennial Value calls inflection point on return to value stocks

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Market evidence has mounted for a return to value-based investing, with various indicators showing global and domestic economies have reached an inflection point where so-called ‘expensive defensive’ and growth stocks

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Perennial urges advisers to focus on active value investing with strong dividend and capital protection focus

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On the eve of its national adviser roadshow presentation in Newcastle, NSW, Perennial Value Management (Perennial) says domestic and international economic indicators support a strong case for active value investing

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Open for business: Wealth Defender Equities Limited receives strong investor support

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Wealth Defender Equities Limited  has reached the minimum capital raising target sought under its initial public offering of shares and loyalty options (IPO) with strong momentum and is on track

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Perennial Value reveals a market first listed investment company, Wealth Defender Equities Limited

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Perennial Value Management Limited (Perennial Value) has unveiled a distinctive Listed Investment Company (LIC). Wealth Defender Equities Limited (ASX: WDE) opens greater investor access to Perennial Value’s renowned Australian equities investment capability,

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Portfolio Protection – Options versus Futures Overlays

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In this article we explore why a protective overlay is important to your equities portfolio, and in particular why the type of overlay is also a significant factor. After enduring

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Solving the investor’s dilemma – managing volatility in equities (Part 2)

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In Part 2, Dan Bosscher, Portfolio Manager at Perennial Value Management discusses the strategies utilised that make it possible to embed risk management within an equity portfolio and how this

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Solving the investor’s dilemma – managing volatility in equities (Part 1)

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Dan Bosscher, Portfolio Manager at Perennial Value Management discusses risk management in client portfolios and how embedding risk within an equity portfolio can help reduce the impact of market drawdowns.

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Perennial Value Wealth Defender gains independent validation as advisers stay wary of equity market volatilty

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The intuitive logic of Australasia’s only ‘share fund with an airbag’ has resonated strongly with financial advisers while achieving early independent recognition for its innovative product design. The product seeks

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