Bennelong Funds Management - Editorials

Hedge funds and risk management

Mon, 16 Apr 2012 14:00:00 GMT

Mark Burgess, Kardinia Capital Portfolio Manager, talks about the team's approach to risk management and why the GFC tested hedge funds' risk management processes.... view video

Economic outlook for small caps

Tue, 10 Apr 2012 14:00:00 GMT

John Campbell, Managing Director and Portfolio Manager of Avoca Investment Management, discusses the impact of the broader economic environment on the Australian small caps sector.... view video

Small caps - stocks to watch

Mon, 09 Apr 2012 14:00:00 GMT

John Campbell, Managing Director and Portfolio Manager of Avoca Investment Management, highlights two small caps stocks and explains why he believes they're worth watching. view video

Fund insight: Bennelong Concentrated Australian Equities Fund

Sun, 01 Apr 2012 14:00:00 GMT

Paul Cuddy, Bennelong Australian Equity Partners' CEO, provides an insight into the Bennelong Concentrated Australian Equities Fund. He tells us about the strategy behind the... view video

Kids Under Cover: Bennelong Foundationâs charity in focus

Wed, 14 Mar 2012 13:00:00 GMT

It's a sad fact that the rate of youth homelessness continues to grow in Australia. Largely due to family relationship breakdown, some young people find themselves without permanent... read article

What price for value?

Mon, 20 Feb 2012 13:00:00 GMT

Weighing into the fee debate, Jarrod Brown, Bennelong Funds Management's CEO, shares his thoughts on what investors should consider when evaluating investment fees, and... view video

Stock story from the ex-20 fund: Sigma Healthcare

Mon, 23 Jan 2012 13:00:00 GMT

Paul Cuddy, Bennelong Australian Equity Partners' CEO, shares his views on Sigma Healthcare and explains why they hold the stock in the Bennelong ex-20 Australian Equities Fund. Background Sigma... read article

Insights from two GFCs

Sun, 13 Nov 2011 13:00:00 GMT

The two global financial crises (GFCs) in recent years have led to structural changes in the industry. What have we learnt from these changes and have the GFCs created... view video

Getting investment fundamentals right

Tue, 18 Oct 2011 13:00:00 GMT

What are the real drivers of investment value? How does active management help maximise value for investors? Bruce Loveday, Chairman of Bennelong Funds Management, shares his views.... view video

Family Life: Bennelong Foundationâs charity in focus

Mon, 10 Oct 2011 13:00:00 GMT

Family Life is a not-for-profit organisation dedicated to helping families, children and young people in Melbourne's south east. Taking a ‘whole-of-family' approach, the... read article

Small caps investing: whatâs the big idea?

Mon, 11 Jul 2011 14:00:00 GMT

Small caps stocks represent just over 8 per cent of the Australian equity market. Due to limited broker coverage and company data, these stocks can be difficult to value without... read article

Learning for Life Autism Centre: Bennelong Foundation's charity in focus

Tue, 28 Jun 2011 14:00:00 GMT

With the growing prevalence of Autism Spectrum Disorders, a Melbourne-based charity has taken on the responsibility of ensuring children affected by the disorder have access to... read article

Fundamentals of small caps investing, part 2

Wed, 15 Jun 2011 14:00:00 GMT

John Campbell and Jeremy Bendeich are part of Bennelong's newest boutique, Avoca Investment Management. In part 2 of ‘Fundamentals of small caps investing', they provide... view video

Fundamentals of small caps investing

Mon, 06 Jun 2011 14:00:00 GMT

John Campbell and Jeremy Bendeich are part of Bennelong's newest boutique, Avoca Investment Management. Here they share their thoughts on the fundamentals that drive their investment... view video

Stock stories from the ex-20 fund

Sun, 17 Apr 2011 14:00:00 GMT

Mark East, Chief Investment Officer of Bennelong Australian Equity Partners, shares his thoughts on 'stocks to watch' from the Bennelong ex-20 Australian Equities Fund. Premier... read article

Anti-Racism Action Band: Bennelong Foundation's charity in focus

Mon, 07 Mar 2011 13:00:00 GMT

A community-based organisation is making a positive impact on youth from all cultural backgrounds in Melbourne's northern suburbs. Marline Zaibak, Program Manager of the Anti-Racism... read article

Industry outlook for 2011

Mon, 24 Jan 2011 13:00:00 GMT

What are the key themes that will shape the industry in 2011? What challenges will the industry need to overcome? Jarrod Brown, Bennelong Funds Management's... view video

Opportunities and themes post-GFC

Thu, 21 Oct 2010 13:00:00 GMT

Paul Cuddy, Chief Executive Officer of Bennelong Australian Equity Partners, shares his thoughts on identifying quality opportunities, investment themes in a post-GFC environment,... view video

Concern Australia: Bennelong Foundation's charity in focus

Sun, 17 Oct 2010 13:00:00 GMT

A grass roots community endeavour is offering support to primary school-aged children during after-school hours; a time when the children were often unsupervised and at risk of getting... read article

Despite challenges, positive outlook for global telcos

Sun, 26 Sep 2010 14:00:00 GMT

What are the risks faced by incumbent carriers in the global telco space and how do they impact the outlook for the sector? Scott Klimo, Portfolio Manager of the Bennelong SGI Global... read article

Why global telcos?

Sun, 12 Sep 2010 14:00:00 GMT

A recent report on the global telecommunications sector by Bennelong SGI's global equities team highlighted several themes that bode well for the sector's investment potential.... read article

Global telecommunications - an attractive opportunity

Thu, 26 Aug 2010 14:00:00 GMT

If the next 10 years resemble the previous 10 years in terms of market action, dividends will be the primary source of investment returns. In this regard, global telcos are particularly... view video

From crisis to confidence - the European funds management experience

Wed, 21 Jul 2010 14:00:00 GMT

The European wealth management industry is grappling with a number of issues at present, restoring investor confidence being one of their priorities. Jarrod Brown, Bennelong Funds... read article

Ganbina: Bennelong Foundation's charity in focus

Sun, 30 May 2010 14:00:00 GMT

A unique organisation in Shepparton is making a real difference in the lives of indigenous youth. Adrian Appo, Executive Officer of Ganbina, tells us how they're working together... read article

The global financial sector: where to now?

Mon, 19 Apr 2010 14:00:00 GMT

After three years of banking and financial sector turmoil, financial stocks still account for 20% of the world's top 5,000 stocks by number and $8.5 trillion of the global stock market... read article

Australia's economy on the road to post-GFC recovery

Thu, 15 Apr 2010 14:00:00 GMT

What does Australia’s economy look like on the road to post-GFC recovery? David Whittall, Portfolio Manager of the Bennelong SGI Global Equities Fund, discusses the leading... view video

Can we do this differently?

Wed, 20 Jan 2010 13:00:00 GMT

In an industry that's sometimes criticised for being overly homogenised, an Australian equities ex-20 strategy can offer a unique opportunity for investors to add value. Paul Cuddy,... read article

Global energy - the rapidly changing landscape

Tue, 10 Nov 2009 13:00:00 GMT

On the global equities stage, energy companies form the second largest sector with a combined market capitalisation over $3.5 trillion (US dollars). While plenty of opportunities... read article

Opportunities in the global energy sector

Sun, 04 Oct 2009 13:00:00 GMT

The global energy map is set to change. David Whittall, Portfolio Manager of the Bennelong SGI Global Equities Fund, discusses some of the opportunities that exist within this sector... view video

Spotlight on Paul Cuddy

Sun, 13 Sep 2009 14:00:00 GMT

Bennelong Australian Equity Partners CEO Paul Cuddy shares his experiences working in the funds management industry and what he's learnt along the way. view video

The evolution of super - where to now?

Sun, 13 Sep 2009 14:00:00 GMT

In 2001, Assistant Treasurer Rod Kemp said, "superannuation is one of Australia's great growth industries, with a bright future". Is this still the case? Jarrod Brown, Bennelong... read article

Opportunity and recovery

Tue, 04 Aug 2009 14:00:00 GMT

Australia's strong financial regulatory system will see the country in good stead to come out of the downturn and move into a strong recovery. Bennelong Australian Equity Partners'... view video

What's next for the global economy?

Sun, 26 Jul 2009 14:00:00 GMT

Scott Klimo, Bennelong SGI Portfolio Manager, shares his views on what we can expect during the next quarter. Debate about global economic recovery is rife. Is recovery really under... read article

Institutions or boutiques?

Mon, 01 Jun 2009 14:00:00 GMT

The ongoing and very timely debate continues... who's better suited to weather the financial storm - the small, nimble boutique manager or the larger institutional manager? Jarrod... read article

US & Chinese banks - part 2, two sides of the one bubble

Sun, 17 May 2009 14:00:00 GMT

The impact of the global financial crisis on the Chinese economy cannot be underestimated. In part 2 of 'US and Chinese banks - the barometer for a global stock market recovery', David... read article

US & Chinese banks - part 1, the barometer for a global stock market recovery

Sun, 03 May 2009 14:00:00 GMT

Investors betting on the fact that stock markets are now bottoming out, are in for a cold splash in the face. Global share market performance may look bad, but there could be more pain... read article

Issues for Australia

Sun, 26 Apr 2009 14:00:00 GMT

Australian producers are closely tied to the Chinese manufacturing sector which, in turn, is linked to the collapsing US housing market. Despite this, there is an Australian sector... view video

Seeking opportunities

Mon, 20 Apr 2009 14:00:00 GMT

What is Bennelong SGI's point of difference? Research. Find out which sectors and companies are being explored. Bennelong SGI's Portfolio Manager, David Whittall, discusses. ... view video

An imbalanced system

Mon, 13 Apr 2009 14:00:00 GMT

David Whittall, Bennelong SGI Portfolio Manager, discusses the imbalances in the global economy and why they need to be addressed. (03:49 mins) view video

A new partnership

Sun, 05 Apr 2009 14:00:00 GMT

David Whittall, Bennelong SGI Portfolio Manager, discusses Bennelong's newest capability and the advantages of their approach to managing global equities. (03:29 mins) view video