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Pinnacle Investment Management

Pinnacle Investment Management is a leading ASX-listed multi-affiliate investment management firm. Pinnacle’s affiliated investment management boutiques partnering with Firstlinks include:

Antipodes is an award-winning investment management firm, specialising in global equities. Antipodes’ pragmatic value approach provides investors with exposure to portfolios of some of the most resilient and attractively priced businesses in the world. Antipodes’ website

Plato Investment Management specialises in generating income for retirees and other low-tax investors through diverse portfolios of dividend paying equities. Plato is one of the few fund managers that manages portfolios with the unique taxation circumstance of Australian low-tax investors front-of-mind. This helps the firm maximise after-tax income. Plato’s website

Resolution Capital provides investors with exposure to the underlying returns of some of the world’s best property and infrastructure through concentrated portfolios of global and Australian listed property (REITs) and infrastructure securities. Resolution Capital has a strong and consistent track record of delivering through-cycle outperformance. Resolution Capital’s website

Spheria Asset Management is a leading small and microcap investment manager. Spheria’s specialist team applies disciplined fundamental, bottom-up analysis in order to build portfolios of exceptional smaller companies in Australia and across the globe. Spheria’s website

Metrics Credit Partners is a leading Australian non-bank corporate lender and alternative asset manager specialising in private debt. Metrics offer Australian corporate borrowers of all sizes and across all industries, borrowing solutions tailored to their specific needs. For investors, Metrics offer a range of active strategies, both listed and unlisted, providing unrivalled access to the Australian private debt market. A market that up until now has been largely dominated by the banks and inaccessible to retail investors. Metrics website

 

Latest sponsor articles

Is this the real life or is this just fantasy?

Markets may be at an inflection point which could usher in a renewed focus on fundamentals and valuations. Is the golden age of growth investing a thing of the past?

Size doesn’t matter when it comes to risk

Global microcaps are a relatively underexplored and misunderstood asset class. They allow diversification from the concentration seen not only in large cap indexes, but the companies held by many active managers.

Property investing but not as most Australians know it

Global real estate can deliver competitive returns despite inflation and rising rates provided the property comes with attractive supply and demand trends, strong balance sheets and quality management teams.

It's time to assess your super fund’s carbon footprint

We face a huge economic transformation that is not a priority for politicians. Yet a typical super portfolio emits about 28 tonnes of CO2 per annum through its equities ownership, more than the average household.

Should you bank on the Westpac buy-back?

Westpac has sent out details of its buy-back and readers have asked for an explanation. It is not beneficial for all investors and whether this one works for some depends on where the bank sets the final price.

Decarbonisation should already be in your portfolio

You could be forgiven for ignoring the spectacle that was COP26, but decarbonisation is a theme investors cannot ignore when it comes to portfolio positioning for the long term.

Antipodes’ Jacob Mitchell on his biggest investing lessons

Jacob Mitchell spent 14 years at Platinum before establishing Antipodes in 2015. He discusses trends he is following, his biggest lessons, LICs versus active ETFs and a stock he will hold for at least 10 years.

Never Evergrande: where to from here?

The Chinese Government has been tightening lending conditions for developers but has no motive to undermine the housing market. Evergrande's restructure will be messy but the Government will stabilise the market.

LICs need a genuine raison d’etre

The Listed Investment Company structure is under siege, but for the right type of asset and manager, it still carries strong appeal. Every LIC should review whether it has a genuine reason to exist in this form.

Sponsor White Papers

Global equities in 2022 and beyond

The sharp rebound in economic activity over the last year has been driven by the extraordinary amount of post-pandemic stimulus. The pace of economic growth is now slowing, and that’s because stimulus has faded.

Global microcaps: Exploring this unique asset class

Global microcaps is a largely overlooked and misunderstood asset class in Australia. Investors who have made an allocation in offshore markets have been drawn to its superior potential for wealth creation and diversification benefits.

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Investing is often portrayed as unapproachably complex. Can it be distilled into nine tips? An economist with 35 years of experience through numerous market cycles and events has given it a shot.

Rival standard for savings and incomes in retirement

A new standard argues the majority of Australians will never achieve the ASFA 'comfortable' level of retirement savings and it amounts to 'fearmongering' by vested interests. If comfortable is aspirational, so be it.

Dalio v Marks is common sense v uncommon sense

Billionaire fund manager standoff: Ray Dalio thinks investing is common sense and markets are simple, while Howard Marks says complex and convoluted 'second-level' thinking is needed for superior returns.

Welcome to Firstlinks Edition 467

Fund manager reports for last financial year are drifting into client mailboxes, and many of the results are disappointing. With some funds giving back their 2021 gains, why did they not reduce their exposure to hot stocks when faced with rising inflation and rates?

  • 21 July 2022

Welcome to Firstlinks Edition 466 with weekend update

Heard the word, cakeism? As in, 'having your cake and eating it too'. The Reserve Bank wants to simultaneously fight inflation by taking away spending power, while not driving the economy into a recession. If you want to help, stop buying stuff.

  • 14 July 2022

Welcome to Firstlinks Edition 465 with weekend update

Many thanks for the thousands of revealing comments in our survey on retirement experiences. We discuss the full results. And with the ASX200 down 10%, the US S&P500 off 20% and bond prices tanking, each investor faces the new financial year deciding whether to sit, sell or invest more.

  • 7 July 2022

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