Zenith announces acquisition of Chant West, supporting the growth ambitions of both businesses

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Zenith Investment Partners has announced that it has entered into an agreement to purchase the Chant West superannuation and consultancy business from ASX listed company Chant West Holding Ltd, (ASX: CWL). The transaction will take place by way of an asset sale for a $12m consideration and is expected to complete by this April. David […]

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Knowing the limitations can help investors exploit Real Assets growth potential

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Interest in real assets continues to attract attention as more investors take note of their defining characteristics – a smoother set of returns that are lowly correlated with other major asset classes. However, are real assets the safe haven investors believe them to be? Zenith Investment Partners, in its inaugural sector review of Real Assets, […]

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The optimal investment team structure – does it exist?

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The European Commission’s second Markets in Financial Instruments Directive (MiFID II) came into effect on 3 January 2018, aimed at increasing competition and fee transparency amongst market participants inside and outside the European Union. In its International Shares sector report, Zenith Investment Partners found that sell-side analysts were migrating to the buy-side as a direct […]

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Zenith grows team, signals further growth ambitions

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Leading investment research and consulting firm, Zenith Investment Partners is preparing for further growth opportunities with the appointment of Jason Huddy to the newly created role of Chief Operating Officer. The role oversees Zenith’s team, with responsibility for operational, change and process efficiency across the business. Beginning his career with National Mutual in 1989, Huddy […]

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A growing trend to add Real Assets to a Fund’s targeted asset mix

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Amidst an investment environment where asset class returns are forecast to be lower with greater volatility, Zenith Investment Partners has observed a greater willingness of Multi-Asset managers to incorporate non-traditional asset classes within their strategic asset allocation. In the past, this has included unlisted assets such as private equity and debt. However more recently, Managers […]

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Value investing can benefit from low interest rate environment

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The last 20 years have seen global fund managers who favour growth style investing outperform their value counterparts. A key driver of this outperformance has been the falling interest rate environment as growth stocks are more sensitive to interest rate movements. This has seen them benefit more from the recent decline in global interest rates. […]

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Zenith sector review: international shares – emerging markets and Asian equities

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Do investors gain emerging market exposures indirectly through Australian equities? What is the optimal emerging market exposure for an international equities portfolio? These are the questions Zenith seeks to answer in our 2019 Emerging Market & Asian Equities Sector Report. Given the strong historical relationship between Australian and emerging market equities, investors have traditionally found […]

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When it comes to the active vs passive debate, we spend too much time asking the wrong question

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The active vs. passive debate is one of the most bitter and polarising debates in investment management. However, is this even the right question? And even if it was, what is the right answer? Zenith Investment Partners, in its latest sector review of Exchange Traded Products (ETPs), believes former Managing Director of Barclays Global Investors (BGI), […]

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Zenith Celebrates Excellence at the 2019 Fund Awards

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Zenith Investment Partners’ annual Fund awards took place last week at the Ivy Ballroom in Sydney. The awards recognised excellence in funds management across all major asset classes and disciplines, which is fundamental to raising the standards of funds management for the ultimate benefit of investors. Magellan Asset Management took out top honours as Fund […]

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Zenith initiates coverage of the Legg Mason Martin Currie Global Long-Term Unconstrained Fund with a ‘Recommended’ rating

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The Legg Mason Martin Currie Global Long-Term Unconstrained Fund has received a ‘Recommended’ rating from Zenith Investment Partners. Launched in December 2015, the Fund is managed by the wholly owned Legg Mason affiliate Martin Currie and offers investors a concentrated, fundamental, quality growth styled international equities exposure. Zenith believes “The Fund is an attractive offering […]

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