FundMonitors.com

Damen Purcell, COO of Australian Fund Monitors, speaks with Richard Ivers, Portfolio Manager at Prime Value Asset Management.   The Prime Value Emerging Opportunities Fund invests in companies in the diversified emerging companies sector. Since inception in October 2015, it has returned +16.30% p.a. against the ASX200 Accumulation Index's annualised return over the same period of +11.05%. The...

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Charlie Aitken, CEO & Portfolio Manager at Aitken Investment Management.   The AIM Global High Conviction Fund is a long-only fund that invests in a high conviction portfolio of global stocks. The Fund has risen +25.82% over the past 12 months, and +17.78% p.a. since inception in July 2019. Its capacity to outperform in falling...

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Michael Tobin, Managing Director of Vantage Asset Management about the Private Equity market and why it has consistently outperformed listed markets over the past 15 years.

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Dean Fergie, Director & Portfolio Manager at Cyan Investment Management.    The Cyan C3G Fund has risen +15.45% p.a. since inception in August 2014 against the ASX200 Accumulation Index which has returned +7.97% p.a. on an annualised basis over the same period. The Fund has demonstrated superior performance in falling and v...

Damen Purcell, COO of Australian Fund Monitors, speaks with Alex Lee, Director of Investor Relations at Laureola Advisors. Laureola are a specialist investment management firm offering conservative, risk mitigated exposure to life settlements. The firm was established in 2012 to take advantage of the opportunities in the Life Settlements asset class which produces attractive non-correlated long-te...

Damen Purcell, COO of Australian Fund Monitors, speaks with David Costello, Portfolio Manager of the MFG Core Infrastructure Fund. The Fund has recently been added to the fundmonitors.com database but has been operating since December 2009. Prior to December 2019 it was only available to institutional investors. Since inception it has returned +12.38% p.a. with an annualised volatility of 9.90%. V...

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Clint Maddock, Founder & Director of Digital Asset Funds Management (DAFM) about the cryptocurrencies asset class and how DAFM's fund operates.

ESG investments grew considerably in the Asia-Pacific region in 2020 and there were a number of net-zero emissions targets released by Asia-Pacific countries in late 2020. Dr. Andrew West, Managing Director & Founder of Longlead Capital Partners, speaks about how this has has changed the was Longlead look at companies and build their portfolio. View the profile: https://www.fundmonitors.com/fu...

Damen Purcell, COO of Australian Fund Monitors, speaks with Dr. Andrew West, Managing Director and Founder at Longlead Capital Partners. Andrew discusses the structural growth opportunities Longlead is looking at and shares his views on how the rotation to value in global markets has affected Longlead's investment universe.   The Longlead Pan-Asian Absolute Return Fund is an equity long/short...

Australian Fund Monitors' CEO, Chris Gosselin, speaks with Robert Swift from Delft Partners about the Delft Global High Conviction Strategy. Robert shares his thoughts regarding the tension around the south china sea.  Since inception in August 2011, the Strategy has risen +16.21% p.a. with an annualised volatility of 12%. Over that period, the Strategy has achieved Sharpe and Sortino ratios...

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Michael Tobin, Founder and Managing Director at Vantage Asset Management. Established in 2004, Vantage Asset Management Pty Limited is an independent investment management company with expertise in private equity, funds management, manager selection and operational management. Vantage Private Equity Growth 4 (VPEG4) is a closed-ended Pri...

Damen Purcell, COO of Australian Fund Monitors, speaks with Rob Hay, Head of Distribution & Investor Relations at Collins St Asset Management.   The Collins St Value Fund is an index unaware fund which seeks to create strong investment returns over the medium and long term with capital preservation a priority. The fund has performed strong vs the ASX200 Total Return Index since inception,...

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Monik Kotecha Chief Investment Officer at Insync Fund Managers. Insync Fund Managers operate two funds, the Insync Global Capital Aware Fund (hedged) and the Insync Global Quality Equity Fund (unhedged). The two funds have the same strategy, the only difference being that one is hedged and the other is unhedged. The Insync Global Capital...

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Martin Pretty, Director at Equitable Investors.  The Equitable Investors Dragonfly Fund was started in September 2017 and has returned +3.06% p.a. since inception. Over the 12 months to February 2021, the Fund rose +59.82% against the ASX200 Accumulation Index's +6.48%.   View the fund's profile: https://www.fundmonitors.com/la...

Damen Purcell, COO of Australian Fund Monitors, speaks with Garry Rollo, Portfolio Manager of the Montgomery Small Companies Fund.    The Montgomery Small Companies Fund was started in September 2019 and has come through a pretty volatile period, outperforming the ASX Small Ordinaries and broader ASX 200 Total Return Index by significant amounts. Since inception the fund has returned 20....

Damen Purcell, COO of Australian Fund Monitors, speaks with Alex Lee, Director of Investor Relations at Laureola Advisors. Laureola are a specialist investment management firm offering conservative, risk mitigated exposure to life settlements. The firm was established in 2012 to take advantage of the opportunities in the Life Settlements asset class which produces attractive non-correlated long-te...

Australian Fund Monitors' CEO, Chris Gosselin, speaks with Charlie Aitken from AIM Investment Management about the AIM Global High Conviction Fund's recent and long-term performance.  The AIM Global High Conviction Fund is a long-only fund that invests in a high conviction portfolio of global stocks. The Fund has achieved a down-capture ratio since inception in July 2015 of 81.83%, highlighti...

Damen Purcell, COO of Australian Fund Monitors, speaks with Richard Ivers from Prime Value Asset Management about the Prime Value Emerging Opportunities Fund.   Since inception in October 2015, the Fund has returned 14.86% p.a. against the Index's annualised return over the same period of +9.64%. The Fund's Sortino ratio (since inception) of 1.27 vs the Index's 0.74, in conjunction with the F...

Damen Purcell, COO of Australian Fund Monitors, speaks with Jonathan Wu, Executive Director at Premium China Funds Management.  Premium China was started their first fund in 2005 and have grown to offer 4 actively managed specialist Asian equity and fixed-income funds to both Australian and New Zealand investors. Their Premium Asia fund, which was started in 2009 has returned 12.97% per annum...

Australian Fund Monitors' CEO, Chris Gosselin, speaks with Dean Fergie from Cyan Investment Management about the Cyan C3G Fund's recent and long-term performance. Since inception in August 2014, the Fund has risen +16.52% p.a. versus the ASX200 Accumulation Index's annualised return over the same period of +6.81%. The Fund has also achieved a down-capture ratio (since inception) of 58.2%, indicati...

Australian Fund Monitors' CEO, Chris Gosselin, speaks with Robert Swift from Delft Partners about the Delft Global High Conviction Strategy. The Delft Fund annual return since inception was 14.93% and the index  annual return was 13.75%. Furthermore, the Fund annual volatility since inception was 11.78%. Along with the Index annual volatility is 10.47%.   View the fund's profile here: ht...

Today I am joined by Dr Andrew West, Managing Director and Founder of Longlead Capital Partners. Longlead was founded in 2014 and is a specialist long/short equity manager with a core focus on Asia & Australia. The team at Longlead have recently released and Australian Domiciled Wholesale Unit Trust based on their existing Longlead Absolute Return Fund. The Longlead Absolute Return Fund was st...

Australian Fund Monitors' CEO, Chris Gosselin, speaks with Michael Frazis from Fazis Capital Partners about the Frazis Fund what drove the Fund's significant outperformance over the past 12 months. Michael also shares his thoughts on the current state of markets around the world. The Frazis Fund has risen +109.74% over the past 12 months vs AFM's Global Equity Index's +2.59%. Since inception in Ju...

Damen Purcell, COO of Australian Fund Monitors, speaks with Chris Wheldon, Portfolio Manager at Magellan Asset Management   The Magellan High Conviction Fund follows an unconstrained, highly concentrated long only strategy investing in global large cap stocks…with the fund investing in just 8-12 of Magellans best ideas. The fund also has the ability to take a cash exposure of up to 50% ...

Damen Purcell, COO of Australian Fund Monitors, speaks with Rob Hay, Head of Distribution & Investor Relations at Collins St.   Since inception the fund has performed strongly returning 17.29% per annum. However the volatility of the past 2 years has provided Collins St with strong opportunities and the fund has outperformed the ASX 200 Total Return Index by 8.99% per annum since January...