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Waiting for the weight to shift: Atrium

Markets may not always do what’s expected, but fundamental valuations and adherence to timelines will usually win out eventually according to Atrium Investment Management.

Tahn Sharpe | 25th Nov 2022 | More
Growth strategies stay on top of value

Growth managers continue to show their wares in the first quarter of 2020, holding up better than their value counterparts across Australian equity funds, declining only slightly less than the benchmark. The COVID-19-induced volatility over the first quarter led investors to assume that value strategies would come out on top. Morningstar says: “Looking at the…
Drew Meredith | 27th Apr 2020 | More
Why now is the right time for value

The past two years have seen poor performance for value style indices and typical value managers globally, and stronger performance for momentum, growth and quality factors. There have been recent comments in the market that value is broken or that this could be the death of value.
Reece Birtles | 10th Sep 2019 | More