News and Announcements
D H Flinders Microcap Fund – November Performance
- Published December 23, 2013 9:48AM UTC
- Publisher Wholesale Investor
- Categories Company Updates
Despite a weak equity market in November the D H Flinders Micrrocap Equity Fund continues to out perform its benchmark.
The Fund has returned 25.39 % over the 12 month period to 30 November 2013 compared to a negative return of -13.62% for the S&P/ASX Emerging Companies Index.
Sector and stock selection contributed to the return with the Fund currently overweight cash, financials and telco stocks and underweight materials and energy companies.
Company Updates
Built on discipline, not complexity: inside an ASX equities income strategy
Haydn Froggatt and Zac Brabin have decades of derivatives experience between them and access to almost any strategy in the market. They use two of the simplest structures available, and wrote 202 positions with them last year. Published by Fairway Capital Management. Based on an interview with co-founders Haydn Froggatt and Zac Brabin. Two traders, […]
BlackRock has named the next Economy. What this latest paper means for Private Market Investors.
BlackRock has put a name on something the smart money has been circling for two years. Its digital assets research team calls it the machine-native economy. The thesis fits in one line. AI is machine-native intelligence. Digital assets are machine-native money. Both are built on the same architecture, and they are converging into a single […]
Where’s the beef? Blackstone just answered the AI question.
In 1984, a fast food ad asked a question that became a catchphrase. Where’s the beef? Jon Gray, President of Blackstone, used that line this month in front of global LPs. It is the question every capital allocator is asking about AI. Trillions of dollars are going into chips, data centres and power. That is […]
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