Our Research

Listed Managed Investment

Listed Managed Investments – Research for this sector is provided on an ongoing basis. Our research includes Listed Investment Companies (LICs), Listed Investment Trusts (LITs), and Exchange Traded Managed Funds (ETMFs).

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December 2, 2021

LMI Monthly Update

In this edition of the LMI Monthly Update we take a look at some of the key news events as well as providing performance updates. ...
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November 10, 2021

Clime Capital Limited (ASX:CAM) – Initiating Coverage

Clime Capital Limited (ASX: CAM) is a Listed Investment Company (LIC) with a long history, with the Company...........
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November 9, 2021

Loomis Sayles Global Equity Fund (Quoted Managed Fund) (ASX:LSGE) – Initiating Coverage

Loomis Sayles Global Equity Fund (Quoted Managed Fund), (ASX: LSGE) (the “Fund”) is a newly listed Exchange Traded Managed Fund (ETMF), also known............
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November 4, 2021

LMI Monthly Update – Are you Doubling Down on your Aussie Large Cap Exposure?

In this edition of the LMI Monthly Update we take a.................
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October 28, 2021

Antipodes Global Investment Company Ltd (ASX:APL) – Corporate Action Report: Proposed Exchange of APL Shares into AGX1 Units

On 9 August 2021, APL announced that they have entered into a Scheme of Arrangement (“Scheme”) with Antipodes Global Shares (Quoted Managed Fund) (ASX: AGX1), an existing.........
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October 4, 2021

Qualitas Real Estate Income Fund (ASX: QRI) Review – October 2021

The Qualitas Real Estate Income Fund (ASX: QRI) is a Listed Investment Trust (LIT) that listed on the ASX in November 2018, raising $231.2m through the issue of 144.5m ordinary fully paid units at $1.60 per unit....
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September 30, 2021

LMI Monthly Update – September 2021

The September edition of the LMI Monthly Update covers.........
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September 14, 2021

Sandon Capital Investments Limited (ASX: SNC) Profile – September 2021

Sandon Capital Investments Limited (ASX: SNC) listed on the ASX in December 2013. The portfolio is managed Sandon Capital Pty Ltd, a deep-value Australian equities............
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September 6, 2021

BKI Investment Company Limited (ASX: BKI) Review

BKI Investment Company Limited (ASX: BKI) is a Listed Investment Company (LIC) that was listed on the ASX in December 2003. Since listing, the Company has grown.........
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