Listed Managed Investment Reports
LIC Monthly Report - February 2017
Thursday, March 2, 2017Our commentary and analysis on the whole LIC Sector including recent news in the space.
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Perpetual Equity Investment Company Limited (ASX: PIC)
Sunday, February 19, 2017Perpetual 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
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LIC Monthly Report - January 2017
Sunday, February 5, 2017Coverage of all LICs and analyst commentary of the LIC sector including market analysis
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Forager Australian Shares Fund (ASX: FOR) - Offering Investors Exposure to a Unique Portfolio of Undervalued Australian Shares
Tuesday, January 31, 2017IIR 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.
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WAM Capital Limited (WAM) - Re-affirm Rating
Sunday, January 1, 2017The 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.
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