Monthly Archive: July 2013

Jul 18

Surely the top Australian managers are “value” style…well, no!

Source: Delta Research & Advisory The above chart shows the performance of the value risk factor, which is simply calculated as the performance of the MSCI Australian Value index minus the performance of the MSCI Australian Growth index. With an ending value great than 15% than the starting value, clearly the 2013 financial year was …

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Jul 18

Past performance is no indication of…

  Source: Australian Financial Review The above table was published in yesterday’s Australian Financial Review (the sourced link takes you there but you may need a subscription) and Lazard Select Equity is the top performer over the last 12 months, and from the other funds in this table, its number one over the past 3 …

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Jul 12

Hedge Funds…not for the retail investor

Source: Businessweek Plus their fees just make it hurt just that much more.      Send article as PDF   

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Jul 12

A fascinating correlation…and why the Aussie dollar may have declined

  Source: Delta Research & Advisory, RBA Firstly the red line represents the US dollar/Aussie Dollar (RH Axis), so as the chart shows the US Dollar has strengthened since around the middle of April (so you can ignore the AUD label). The other line is the difference in yield (or spread) between the Australian 10 …

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Jul 12

RIMSec July Research Report

It has certainly been a while since I posted and, no, this blog is still active and hopefully I’ll be able to produce some good stuff sooner than later. Lots of analysis done, some interesting stuff too, just need the time to write it up. Anyway, I digress… I’ve just finished a short little Research …

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