Listed Managed Investment Reports

Sandon Capital Investments Limited (ASX: SNC) - Deep-Value Australian Equities Manager - Activist Investment Strategy -
Thursday, October 4, 2018
SNC isa genuinely differentiated product and one that provides genuine diversification benefits. Successful activist investing require skills and capabilities most professional investors do not possess in our view.
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Tribeca Global Natural Resources Limited (ASX: TGF) - Concentrated, High Conviction, Actively Managed Portfolio
Thursday, October 4, 2018
While the Manager has a global mandate, the Manager’s focus will remain developed, rather than emerging market jurisdictions. With a view to managing risk, net and gross exposure will not exceed 150% and 200%, respectively. Net exposure has typically ranged between -20% to 60%. The performance objective is 15% p.a. after fees and expenses with low correlations to major asset classes and expected volatility of 13-20% p.a. over 3-5 years.
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Firetrail Absolute Return Limited (ASX: FTA) - Exposure to True Market Neutral, Absolute Return, Investing in Both Long and Short Australian Equities
Thursday, October 4, 2018
The investment team previously previously launched the Macquarie Pure Alpha Fund in July 2015. They are well resourced, stable, experienced, has a proven track-record and a broad attribution of alpha by both long and short positions (albeit a relatively short track-record), and there is a strong alignment of interest with investors.
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Listed Managed Investments - Quarterly Review of IIR LIC Coverage of 49 Entities that Participate in LIC Research Scheme
Thursday, October 4, 2018
In its latest Quarterly LMI Market Review, We detail our coverage of 49 listed investment companies, listed investment trusts and active ETFs including commentary, investment views and ratings. We have coverage across a number of sectors and investing strategies and provide insight into performance, discounts and premiums to NTA.
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NB Global Corporate Income Trust (ASX : NBI) - Neuberger Berman - Exposure to High Yield Bonds Issued by Companies Located Globally
Thursday, October 4, 2018
The Trust is seeking to pay a stable and consistent monthly distribution equivalent to at least 5.25% p.a. and to generate a moderately accretive NAV over the long-term. The Investment Manager seeks to do so with a strong emphasis on capital preservation and downside risk mitigation and, historically, has delivered on this performance objective.
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