Perennial Executives to acquire remaining IOOF ownership stake

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Leading boutique fund manager Perennial Value Management Limited (Perennial Value) has announced that its senior executives planned to acquire the remaining 42.4 percent economic interest in the business from IOOF Holdings (ASX: IFL). Perennial Value is a specialist, active investment management firm. Established in 2000, Perennial Value invests $5.6 billion on behalf of institutional and […]

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Perennial Value sees strong demand from wholesale investors for pre-IPO Opportunities Fund

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Strong demand from wholesale investors seeking to invest in the unlisted space has seen Perennial Value attract $50 million only weeks after the firm announced its plans for a new Private to Public Opportunities Fund. The Private to Public Opportunities Fund will close on 16 August 2019. “We’ve been very pleased by the strong demand […]

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Perennial Private to Public Opportunities Fund – Cornerstoned by Morgan Stanley

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The award-winning Perennial Value Small & Microcap team*, led by Andrew Smith is releasing a new strategy – the Perennial Private to Public Opportunities Fund (Fund), exclusively available to Wholesale Investors. The new Fund’s objective is to generate superior, absolute returns, above a hurdle rate, from an actively managed portfolio of typically 30-45 unlisted growth […]

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Perennial Value cautions against over-negativity on the Australian economy

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In a new year that has begun with share market volatility, continued falling property prices and increased talk around recession both in Australia and the US, Perennial Value Management (Perennial Value) cautions against over-negativity on the Australian economy and says the recent market sell-off is opening up opportunities for patient investors to invest in quality […]

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Perennial expands retail distribution team

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Perennial Value Management (Perennial Value) has made an addition to its retail distribution team with the appointment of Mark Tisdell as a Senior Investment Specialist.  Tisdell will have a hybrid role – a national focus for Daintree Capital and a state (NSW & ACT) focus for Perennial. Tisdell joins Perennial Value following a 20-year career […]

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Perennial Value research reveals value investing comeback is near

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Valuation dispersion in domestic shares is nearing record levels as Australia approaches its tenth year of a bull market, meaning the conditions for value investing to outperform could be near, according to a new white paper from Perennial Value Management (Perennial Value). The white paper; Time to shift gears from Momentum to Value Investing, notes that […]

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Perennial Value announces new strategic appointments

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Leading equities manager Perennial Value Management (Perennial Value) has today announced several changes to portfolio management responsibilities, including the appointment of Stephen Bruce as Director of Portfolio Management and the hire of Andrew King as Portfolio Manager. Bruce, who has been with Perennial Value since its inception in 2000, has previously held several portfolio management […]

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Perennial to Launch Income Generator exchange traded managed fund

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Perennial Value Management is set to launch the eInvest Income Generator Fund  (Managed Fund) (ASX: EIGA), an exchange traded managed fund (ETMF) designed to meet the needs of investors seeking a regular, reliable, tax-effective income stream, as well as capital growth over time. The investment philosophy of the eInvest Income Generator Fund will be based […]

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Perennial appoints Head of Institutional Sales

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Perennial Value and Daintree Capital have made an addition to its institutional sales team. Daniel Birch has been appointed as Head of Institutional Sales, responsible for marketing and selling Perennial’s range of equity and risk management products as well as Daintree’s fixed income capabilities. Based in Sydney, Birch joins from OTCX where he was Asia […]

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Research gap sees opportunities abound in Microcaps

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The vast majority of stocks in the Australian microcap equities market are still lacking in formal coverage by brokers and analysts, leaving vast opportunities for value investors to uncover hidden gems in the sector. That is the view of leading equities manager Perennial Value, whose Microcap Opportunities Trust recently marked its one year anniversary by […]

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