Listed Managed Investment Reports

LIC Monthly Report - February 2017
Thursday, March 2, 2017
Our commentary and analysis on the whole LIC Sector including recent news in the space.
Download Report
Perpetual Equity Investment Company Limited (ASX: PIC)
Sunday, February 19, 2017
Perpetual Equity Investment Company Limited (ASX: PIC) is a listed investment company providing exposure to an actively managed concentrated portfolio primarily of ASX-listed stocks. The company can invest up to 25% of the portfolio in internationally listed stocks
Download Report
LIC Monthly Report - January 2017
Sunday, February 5, 2017
Coverage of all LICs and analyst commentary of the LIC sector including market analysis
Download Report
Forager Australian Shares Fund (ASX: FOR) - Offering Investors Exposure to a Unique Portfolio of Undervalued Australian Shares
Tuesday, January 31, 2017
IIR has a high degree of conviction in the investment team’s ability to consistently generate alpha and superior risk-adjusted returns over the long term, which it has achieved. This is based on a range of factors. The team is experienced, capable, stable and has a at culture where there is a high degree of co-ownership and accountability of investment decisions.
Download Report
WAM Capital Limited (WAM) - Re-affirm Rating
Sunday, January 1, 2017
The manager focuses its investments on undervalued growth companies predominantly in the mid and small-cap sectors. WAM also provides exposure to value arbitrages and market mispricing opportunities. WAM aims to deliver investors a stream of fully franked dividends as well as provide capital growth.
Download Report