Bennelong Funds Management

Bennelong Funds Management chief executive John Burke has told Money Management that the firm is seeking to invest in boutiques in two specific asset classes as it identifies gaps in its product range. https://lnkd.in/edaXaBAK

Less than two weeks to go until Elevate the Stage — an annual concert that showcases the talents and abilities of performers with disabilities, working in harmony with the wider community. Bennelong boutique, Bennelong Australian Equity Partners, is proud to sponsor this year’s event, joining a night of celebrating diversity and inclusion through music. For more information about Elevate the Stage’s goals and how to get free tickets, visit the website: https://lnkd.in/g5iafv2c

Increasing data demand, particularly driven by the rollout of artificial intelligence, has necessitated the rapid development of data centre processing and storage capacity. In this article, Peter Aquilina summarises the challenges and opportunities that this growing data centre load demand is providing for infrastructure companies globally. #datacentres #AI #infrastructure #investing

Charlie Munger advised, "fish where the fish are". At Canopy Investors, we believe the fish are biting in global small and mid cap. The evidence is compelling: ?? Smaller companies have historically outperformed their larger counterparts on a risk-adjusted basis. ?? Global small and mid cap offers a diverse set of often overlooked and mispriced opportunities.? ?? Active management focused on smaller companies has achieved more persistent alpha. Over the coming months we'll be releasing chapters from our Investor Handbook, a comprehensive resource that explains Canopy Investors' investment philosophy and process. Our first chapter explores a fundamental question, "why focus on global small and mid-cap companies?" Read here: https://lnkd.in/e6_SQpQm Follow us to stay updated. #InvestmentStrategy #GlobalInvesting #SMIDCaps #PortfolioManagement

Congratulations to our boutique Quay Global Investors for winning the award for Global Real Estate Investment Trust at last week’s 2024 Zenith Fund Awards. The win is a testament to the consistent hard work Quay puts in for its investors. Well deserved, team! Zenith Investment Partners Pty Ltd ABN 27 103 132 672 AFSL 226872 Fund Awards issued 18/10/2024 are solely statements of opinion and not a recommendation in relation to making any investment decisions. Fund Awards are current for 12 months and subject to change at any time. Fund Awards for previous years are for historical purposes only. Full details on Zenith Fund Awards at https://lnkd.in/gk9YbR2h?

Tariffs have been a key policy stance in the 2024 US presidential campaign, with both Republicans and Democrats supporting maintaining or increasing them. Tariffs have the potential to impact on countries’ growth and inflation outlook, which affects the macroeconomic variables driving infrastructure’s long-term return outlook. This article looks at the impact of the 2017-19 US-Chinese trade war, the proposals from the US election campaign, and the potential long-term global impact. #infrastructure #tariffs #investing

On 1 December, Bennelong boutique, Bennelong Australian Equity Partners, is sponsoring Elevate the Stage, an annual concert that showcases the talents and abilities of performers with disabilities, working in harmony with the wider community. Held in commemoration of the International Day for People with Disability, this event promotes active community awareness, acceptance, and understanding of people with disability. This is BAEP’s first year supporting this event, and we’re proud of their contribution to a movement that meaningfully celebrates diversity and inclusion. For more information, including how to get free tickets, visit the website: https://lnkd.in/g5iafv2c

"Bennelong’s product offering is expanding, with the business now providing standalone fiduciary services for retail and wholesale funds... We can think of no one better than Alan O'Brien to lead this new function, bringing an impressive wealth of expertise and knowledge in this area.” - CEO, John Burke, CFA.

In part 2 of this Trip Insights, Sarah Shaw explores the state of play for economics and infrastructure in Latin America, as well as 4D's portfolio positioning in the region. #infrastructure #geopolitics #economics