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4D Infrastructure
Articles
26 March 2020 13 min read

Global Matters: The impact of the oil shock on North American midstream assets

In this follow up article, 4D Senior Investment Analysts Peter Aquilina and Mark Jones revisit the North American midstream thesis, and stress test assumptions for a dramatically lower commodity price
Quay Global Investors Insights
Quay Global Investors
Articles
20 March 2020 2 min read

Quay mid-month update

With markets moving quickly, we want to keep our investors up to date with how we are managing risk and our broader thoughts around the portfolio.
Is it time to start buying UK domestics?
Kardinia Capital
Podcasts
18 March 2020 25 min listen

Kardinia podcast: managing money in a crisis

In an uncertain and unprecedented climate, listen to Kardinia Capital portfolio managers Kristiaan Rehder and Stuart Larke talk about managing money in a crisis.
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4D Infrastructure
Articles
11 March 2020 1 min read

4D update on COVID-19

We believe the coronavirus issue will pass, but not without obvious and significant personal and economic pain including its impact on global growth.
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Kardinia Capital
Articles
11 March 2020 1 min read

Kardinia update on COVID-19

The Kardinia Absolute Return Fund is well-placed to manage capital in volatile uncertain markets.
Investment-Perspectives-In-global-real-estate-does-size-matter
Quay Global Investors
Articles
3 March 2020 6 min read

Investment Perspectives: In global real estate, does size matter?

In this issue of Investment Perspectives, we investigate the risks associated with investing in small / medium sized REITs and determine if the size of the company really does matter.
Global-Matters-ESG-at-4
4D Infrastructure
Articles
24 February 2020 10 min read

Global Matters: ESG at 4D

In this article, Sarah Shaw (Global Portfolio Manager & Chief Investment Officer) looks at: (1) the current state of play with Environmental, Social and Governance (ESG) issues around the world; (
Investment-Perspectives-Six-reasons-we-believe-the-global-REIT-market-is-inefficient
Quay Global Investors
Articles
4 February 2020 9 min read

Investment Perspectives: Six reasons we believe the global REIT market is inefficient

In this issue of Investment Perspectives, we cast a skeptical eye over the valuation, operational and risk metrics embraced by the market, which we believe can lead to poor long-term investment return
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Bennelong
News
12 January 2020 1 min read

Privacy breach Friday 10 January 2020

We were made aware on Friday 10 January 2020 that an operational error had been made by our third-party fund administrator, RBC Investor & Treasury Services, which affected some of our investors.
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