Finding the right small cap strategy in 2024

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While Australian small cap funds have historically delivered outperformance against their collective benchmark at an impressive rate (85% of Zenith’s rated peer group outperformed over the last five years), since

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Long/short funds are too expensive: fact or fiction?

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Fee pressures have been felt across the Australian funds management landscape for over a decade. Whilst investors have benefitted from meaningful compression in traditional global long-only equities products, the global

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Are Aussie mid-caps suffering from middle child syndrome?

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Warren Buffett, billionaire investor and business magnate, is known for his shrewd financial acumen and philanthropic endeavours. But what does he have in common with Chris Hemsworth, Michael Jordan and

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The fisherman’s advice to the billionaire – why Australian small caps is the place to fish

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Years before he became a billionaire hedge fund manager, William “Bill” Ackman, founder of Pershing Square Capital Management, trekked 10,000 kilometres to go fishing. Although Ackman had never fished a

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