Insights

While reporting season will set the scene for the year ahead, investors can expect a subdued local economy and share market in 2017, while the international backdrop will be more positive, according to Bennelong Funds Management boutique asset management partners. 

New Zealand advisers can now invest in nine of Bennelong Funds Management’s (Bennelong) funds.

SQM Research (SQM) has awarded a ‘Superior’ rating to the Quay Global Real Estate Fund, managed by Quay Global Investors (Quay)

SQM Research (SQM) has rated the 4D Global Infrastructure Fund (the Fund), which was launched in March 2016, as ‘Favourable’. The Fund is managed by 4D Infrastructure (4D), headed up by Sarah Shaw and Greg Goodsell, with support from two investment analysts and the backing of Bennelong.

Bennelong has expanded its business model offshore with the launch of BennBridge, an asset management incubator located in London.

Bennelong’s Sydney office has relocated to a new floor, joined by its Sydney-based boutiques - 4D Infrastructure, Avoca Investment Management, Bennelong Australian Equity Partners (BAEP), Quay Global Investors and Touchstone Asset Management. All teams are now located on level 26 of 20 Bond Street.

Bennelong Funds Management (Bennelong) Chair, Mike Pratt, is stepping down from 1 November 2016. Stephen Rix, who has been a member of the Bennelong Board since 2010 and is Chair of four of Bennelong’s boutique asset management teams, has been appointed as the new Chair of Bennelong.

Bennelong Funds Management (Bennelong) has identified a number of exciting investment managers in the UK and, after a considerable review, have decided to open an office in London, establishing a presence in the UK market.

Bennelong Long Short Equity Management (BLSEM) has won ‘Best Market Neutral Fund’ at the Hedge Fund Rocks and Australian Hedge Fund Awards, announced at an award ceremony on 15 September.