Alexander Fleiss: Humility and mean reversion

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.

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Rest Super’s selective approach to PE pays off as program comes of age

Rest Super’s selective approach to PE pays off as program comes of age

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.

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‘Coherence’ key for defined contribution

As the world moves to defined contribution structures, many questions remain about its robustness, not the least of which is how defined contribution funds deliver adequacy.

GPIF announces boosted stewardship role

A year on from signing the PRI, the world’s biggest pension fund will seek discussion with non-Japanese asset owners regarding advances in environmental, social and governance practices.

Finance ‘not just about making money’

Nobel Laureate, Professor Robert Shiller, will speak at the Fiduciary Investors Symposium at Yale School of Management from October 23-25.

Program related investment highs + lows

Program related investment is a growing passion for wealthy individuals behind foundations and endowments, but it is a growing source of concern for their chief investment officers.

QSuper’s value beyond a balance

With the transition from a closed fund to one that anyone can join, QSuper chair Karl Morris discusses how the delivery of financial advice will have the biggest impact on the lives of members

PERA renames asset buckets

The Public Employees Retirement Association of New Mexico, is re-calibrating its asset allocation and re-adjusting private equity.

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