Ellerston Capital

Ellerston Capital's Vimal Gor speaks with Sean Aylmer on Fear & Greed's podcast about the changing environment for #FixedIncome investing. Listen below 👇 Thomas Ciszewski Ainslie Yuen, PhD

The Ellerston Equity Income KIS Fund has strengthened its research house ratings, securing a Superior rating (4.25 stars) from SQM Research. This recognition builds on the Fund’s existing Recommended rating from Lonsec, reflecting its strong performance and commitment to delivering consistent income and growth for investors. Read more below. #EquityIncome #FundRatings #Research

Ellerston Capital's Portfolio Manager, Chris Kourtis, is preparing to take the stage again at this year’s Sohn Hearts & Minds Conference in Adelaide, where he will once again showcase his contrarian approach to investing. Known for identifying opportunities that others overlook, his latest stock pick—yet to be revealed—promises to be a bold move against conventional market sentiment. Read the full coverage in this week’s Australian. #SHM #HM1 #ChrisKourtis #ContrarianInvesting #AusEquities

Vimal Gor's latest op-ed in The Australian Financial Review sheds light on how fixed-income investing has transformed over the past 15 years. Shaped by the GFC, tighter regulations, the rise of non-bank lenders, and higher financing costs, today’s fixed-income market is a different beast. The introduction of AI and algorithm-driven strategies has brought much-needed liquidity and efficiency. However, it has also heightened market volatility, making traditional passive approaches less effective. Vimal highlights that success in this evolving landscape requires a flexible, forward-thinking approach that embraces innovation and adapts to the ever-changing constraints of the fixed-income market. The golden age of passive fixed-income investing may be over, but for those willing to embrace a more active, data-driven strategy, there are exciting new opportunities to generate alpha. Read the full AFR Article here https://lnkd.in/gTvXvpw5 To find out more about the Ellerston Fixed Income Target Return Fund visit https://lnkd.in/gdwBDsnx #FixedIncome #ActiveInvesting #VimalGor #InnovativeInvesting Thomas Ciszewski Ainslie Yuen, PhD

Great to have Ellerston Capital's Director and Portfolio Manager, Chris Kourtis, featured in this week's AFR Monday Fundie. Chris remains positive on Premier Investments, even as broader market sentiment leans cautious. His confidence stems from the company’s strong fundamentals and strategic management, pointing to long-term value despite short-term market uncertainty. As the contrarian investor, It’s always insightful to explore an opportunity where others see risk! #ASXPMV #MondayFundie #AusEquities

Sara Allen from Livewire Markets has just published an insightful editorial on why India presents an incredible investment opportunity today. This editorial features insights from Ellerston Capital's Chairman and Portfolio Manager, Ashok Jacob, along with India Avenue Investment Management's Chief Investment Officer, Mugunthan Siva. According to Ashok Jacob, India's structural reforms, tech adoption, and young population make it a great investment opportunity. You can read the full article here https://lnkd.in/gc2mdKqE To find out more on Ellerston Capital's India Fund, please visit https://lnkd.in/gArjyqSV #IndiaInvestment #EllerstonCapital #EmergingMarkets #AshokJacob #GlobalGrowth Gaurav Pathak  

Don't miss tomorrow's episode of Buy Hold Sell, featuring two Hall of Fame investors in Airlie Funds Management's Matthew Williams and Ellerston Capital's Chris Kourtis. They analyse each other's highest conviction stock picks - and while there are a few they agree on - they mostly point out the holes in each other's best ideas - which makes for very entertaining viewing. Thanks to Matt and Chris for being such good sports and also for the fabulous "blue steel" poses. Who said finance was boring?

Ellerston Capital's Chris Kourtis and Airlie Funds Management's Matthew Williams recently sat down with Ally Selby from Livewire Markets, sharing insights into how they invest, market forces at play and what keeps them at the top of their game. In addition to discussing the current market landscape, Chris and Matt revealed their biggest lessons learned over years of investing and how mistakes along the way have shaped their strategies today. Watch/read the full discussion below. #HallofFamers #investmentlessons #marketinsights #Livewire #BuyHoldSell #AusFundManagers

Ellerston Capital's Chris Kourtis Featured in Exclusive Hall of Fame Discussion. We are proud to highlight Chris Kourtis, one of Ellerston Capital’s distinguished fund managers and a Hall of Fame inductee. In an exciting opportunity, Chris joins fellow Hall of Fame member, Matt Williams (Airlie Funds Management), in Livewire Markets' latest instalment of Buy Hold Sell for a unique discussion on their highest-conviction stock picks. This exclusive exchange between two of Australia’s leading investment minds offers a deep dive into their current market insights, as they challenge each other’s investment theses and share their best ideas for the future. #FundsManagement #HallOfFame #EllerstonCapital #Investing #AustralianEquities #Livewire

Last week, Justin Diddams Investment Director for the Ellerston JAADE Australian Private Assets Fund, spoke at the Alternative Future Foundation’s Family Office IN-Day on private markets. Justin, along with Bob Sahota, David Tagg, Matthew Browne and Nina Dunn, explored how private markets have transformed over the last decade, shedding light on the democratisation of these markets for retail investors. Justin spoke about the strategies private managers employ to achieve diversification while staying at the cutting edge of the industry. #PrivateMarkets #EllerstonCapital #FamilyOffice #AlternativeInvestments