Listed Managed Investment Reports

Perpetual Equity Investment Company Limited (ASX: PIC)
Sunday, February 19, 2017
Perpetual Equity Investment Company Limited (ASX: PIC) is a listed investment company providing exposure to an actively managed concentrated portfolio primarily of ASX-listed stocks. The company can invest up to 25% of the portfolio in internationally listed stocks
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LIC Monthly Report - January 2017
Sunday, February 5, 2017
Coverage of all LICs and analyst commentary of the LIC sector including market analysis
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Forager Australian Shares Fund (ASX: FOR) - Offering Investors Exposure to a Unique Portfolio of Undervalued Australian Shares
Tuesday, January 31, 2017
IIR has a high degree of conviction in the investment team’s ability to consistently generate alpha and superior risk-adjusted returns over the long term, which it has achieved. This is based on a range of factors. The team is experienced, capable, stable and has a at culture where there is a high degree of co-ownership and accountability of investment decisions.
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WAM Capital Limited (WAM) - Re-affirm Rating
Sunday, January 1, 2017
The manager focuses its investments on undervalued growth companies predominantly in the mid and small-cap sectors. WAM also provides exposure to value arbitrages and market mispricing opportunities. WAM aims to deliver investors a stream of fully franked dividends as well as provide capital growth.
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Hunter Hall Global Value Limited (HHV) - Ratings Suspended - Under Review
Wednesday, December 28, 2016
We have suspended our investment rating for HHV and placed the LIC under review following an announcement by the company regarding the pending resignation of Peter Hall as Chief Investment Officer (CIO) of the Manager, Hunter Hall International Limted. HHV is expected to provide further details in regards to possible impacts on the management agreement by 30 December 2016.
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