I chat with Alexander, CEO at Rebellion Research, on stock selection, portfolio construction and his passion for teaching.
Nothing on this podcast is to be considered investment advice or a recommendation. No investment decision or activity should be undertaken without first seeking qualified and professional advice.
A concentrated bet on fewer, better GP relationships is paying off for one of Australia's largest superannuation funds. Built on selective manager and deal selection rather than a broad roster, the A$112 billion ($78 billion) Rest Super delivered private equity returns more than double the peer average last financial year, as the fund proactively courts top-tier PE firms instead of waiting to be approached.
The finance industry has relied on its low barriers to entry, high fees and complex language that has created enduring principal/agent problems that restrict transparency and accountability.
AP3 looks to diversify its equity risk through an increase in alternatives. This story explores the evolution of the allocations and how it's tackling illiquidity and volatility.
The implications for investors of the inclusion of China A-shares in the wider MSCI indexes, an inevitable outcome, will be discussed at the Fiduciary Investors Symposium at Yale in October.
Created two years ago when two of Finland’s largest pension funds merged, the country’s “new kid on the block,” Elo, is building its in-house capabilities.
Funds managers should always be open to ways to improve mechanisms for stronger investor alignment, writes Mercer principal, David Scobie. But there are several factors to consider.
In one of the biggest allocations among the fund’s Danish and European peers, PKA has grown its alternatives portfolio to account for 25 per cent of assets under management.
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