POWERED BY MOMENTUM MEDIA
Macquarie steps up equities capability
Macquarie Funds Group has further developed its fundamental equities research capabilities with the appointment of two analysts.
Former Bernstein analyst Wim Steemers has joined as senior financial analyst, while Liam Donohue has been appointed research analyst.
Macquarie’s Australian equities fundamental research team supports the group’s core active, high conviction, small companies and microcap funds. In these funds Macquarie is expanding on it traditional quantitative investment style by including bottom-up fundamental research. Macquarie hopes the funds offered in this space will be a significant area of new business for the group.
Steemers spent eight years as a senior research analyst in Bernstein’s value equities team in London and New York. There he was responsible for bank and insurance companies in Australia and Asia (ex-Japan).
Steemers will remain in Macquarie’s London offices before relocating to Sydney early next year.
Donohue joined the team after spending the last four years in Macquarie’s investment risks division.
Macquarie’s Australian fundamental equities team now has nine members, while the broader Australian equities team has more than 35, a statement from the group said.
AUTHOR
Mike Taylor
Recommended for you
Australia’s largest superannuation fund has confirmed all members who had funds stolen during the recent cyber fraud crime have been reimbursed.
As institutional investors grapple with shifting sentiment towards US equities and fresh uncertainty surrounding tariffs, Australia’s Aware Super is sticking to a disciplined, diversified playbook.
Market volatility continued to weigh on fund returns last month, with persistent uncertainty making it difficult to pinpoint how returns will fare in April.
The Association of Superannuation Funds of Australia (ASFA) has called for the incoming government to prioritise “certainty and stability” when it comes to super policy.
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
90.28 3 y p.a(%)
2
GAM LSA Private Shares AU I
37.08 3 y p.a(%)
3
DomaCom Lot 21 Chellaston Road Munno Para West SA 5115 Australia
31.44 3 y p.a(%)
4
Fidante Credit Suisse Global Private Equity
31.12 3 y p.a(%)
5
Global X GlobalX FANG+ ETF
28.28 3 y p.a(%)
