Listed Managed Investment Reports
Glennon Small Companies Ltd - Diversified Portfolio of Small to Micro Cap ASX Listed Stocks
Sunday, July 12, 2015While the Company is new, the Manager has been executing the investment strategy since 2008 by way of a number of SMA/IMA mandates.
The investment team is undeniably small and this entails certain risks. However, Mr Glennon has proved himself as an excellent investment manager in the small cap space.
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Listed Investment Company Publication - March 2015
Thursday, June 18, 2015Our latest quarterly publication on the LICs - Our coverage of this space continues to grow given the newly listed LICs coming on to the ASX
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Future Generation Investment Company Limited (ASX: FGX) - Charitable Objective - No Management/ Performance Fees
Monday, April 27, 2015The company seeks to invest in a portfolio of between 10 and 20 Australian fund managers.
No more than 20% of the portfolio is able to be invested in a single fund manager.
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CBG Capital Limited (ASX: CBC) - Long Only Focus - Fundamental Bottom Up Approach to Stock Selection
Tuesday, April 21, 2015CBC offers investors the opportunity to invest in a professionally managed portfolio of domestic equities. While the Manager has the ability to invest in international equities,
the Manager has no intention to invest outside the domestic market.
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Global Masters Fund Limited (ASX: GFL) - Investment in Berkshire Hathaway - Pre-tax NTA rising 24.4%
Tuesday, April 21, 2015GFL provides investors with access to Berkshire Hathaway Inc, an investment company
listed on the New York Stock Exchange. Class A shares in Berkshire Hathaway are currently trading at over USD$217,000 per share, making them highly unaccessible to a retail investor.
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