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Firetrail Analyst Series | Christmas lights beckoning advertisers back into the market

Firetrail Analyst Series | Christmas lights beckoning advertisers back into the market

In the fifth iteration of the Firetrail analyst series, Firetrail Australian Small Companies Fund analyst, Eleanor Swanson, gives us an update on the media sector recovery, as Australia opens back up to a ‘Covid-normal’ state. She also discusses where the Small Companies Fund is finding bright spots as we head into Christmas.

 

This communication was prepared by Firetrail Investments Pty Limited (ABN 98 622 377 913, AFSL 516821) (Firetrail) as the investment manager of the Firetrail Australian Small Companies Fund (ARSN 638 792 113) (the Fund). It is for general information only. It has been prepared without taking account of any person’s objectives, financial situation or needs. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. Any persons relying on this information should obtain professional advice before doing so. Past performance is not a reliable indicator of future performance.

The Fund is issued by Pinnacle Fund Services Limited (ABN 29 082 494 362, AFSL 238371) (PFSL). PFSL is not licensed to provide financial product advice. The relevant Product Disclosure Statement (‘PDS’) is available at www.firetrail.com. Any potential investor should consider the relevant PDS before deciding whether to acquire or continue to hold units in a fund. Please consult your financial adviser before making a decision.

ASX and Firetrail Investments: The role of alternatives in investor’s portfolios

ASX and Firetrail Investments: The role of alternatives in investor’s portfolios

 

 

 

This communication was prepared by Firetrail Investments Pty Limited (ABN 98 622 377 913, AFSL 516821) (Firetrail) as the investment manager of the Firetrail Absolute Return Fund (ARSN 624 135 879) (the Fund). It is for general information only. It has been prepared without taking account of any person’s objectives, financial situation or needs. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. Any persons relying on this information should obtain professional advice before doing so. Past performance is not a reliable indicator of future performance.

The Fund is issued by Pinnacle Fund Services Limited (ABN 29 082 494 362, AFSL 238371) (PFSL). PFSL is not licensed to provide financial product advice. The relevant Product Disclosure Statement (‘PDS’) is available at www.firetrail.com. Any potential investor should consider the relevant PDS before deciding whether to acquire or continue to hold units in a fund. Please consult your financial adviser before making a decision.

Firetrail Analyst Series | One way to catch post-COVID upside

Firetrail Analyst Series | One way to catch post-COVID upside

In the fourth iteration of the Firetrail Analyst Series we take a deep dive into the Australian retail sector, and assess the impacts from COVID. Analyst and retail guru, Tom Kierath, takes us through who we think the winners and losers will be in this environment over the next 12 to 24 months.

 

 

This communication was prepared by Firetrail Investments Pty Limited (ABN 98 622 377 913, AFSL 516821) (Firetrail) as the investment manager of the Firetrail Australian High Conviction Fund (ARSN 624 136 045) (the Fund). It is for general information only. It has been prepared without taking account of any person’s objectives, financial situation or needs. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. Any persons relying on this information should obtain professional advice before doing so. Past performance is not a reliable indicator of future performance.

The Fund is issued by Pinnacle Fund Services Limited (ABN 29 082 494 362, AFSL 238371) (PFSL). PFSL is not licensed to provide financial product advice. The relevant Product Disclosure Statement (‘PDS’) is available at www.firetrail.com. Any potential investor should consider the relevant PDS before deciding whether to acquire or continue to hold units in a fund. Please consult your financial adviser before making a decision.

Pinnacle 2020 Virtual Summit | Australian Equities – Large Caps presentation with Firetrail

Pinnacle 2020 Virtual Summit | Australian Equities – Large Caps presentation with Firetrail

Firetrail Deputy Managing Director and Portfolio Manager, Blake Henricks, recently presented at the Pinnacle 2020 Virtual Summit. Blake discussed the high conviction, unconstrained, investing approach that the Firetrail Australian High Conviction Fund follows, which provides access to the best opportunities across the market by focusing on what matters.

 

This communication was prepared by Firetrail Investments Pty Limited (ABN 98 622 377 913, AFSL 516821) (Firetrail) as the investment manager of the Firetrail Australian High Conviction Fund (ARSN 624 136 045) (the Fund). It is for general information only. It has been prepared without taking account of any person’s objectives, financial situation or needs. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. Any persons relying on this information should obtain professional advice before doing so. Past performance is not a reliable indicator of future performance.

The Fund is issued by Pinnacle Fund Services Limited (ABN 29 082 494 362, AFSL 238371) (PFSL). PFSL is not licensed to provide financial product advice. The relevant Product Disclosure Statement (‘PDS’) is available at www.firetrail.com. Any potential investor should consider the relevant PDS before deciding whether to acquire or continue to hold units in a fund. Please consult your financial adviser before making a decision.

Pinnacle 2020 Virtual Summit | Alternatives Strategies presentation with Firetrail

Pinnacle 2020 Virtual Summit | Alternatives Strategies presentation with Firetrail

Firetrail Managing Director and Portfolio Manager, Patrick Hodgens, recently presented at the Pinnacle 2020 Virtual Summit. Patrick discussed the current dynamics prevalent in equity markets, and the benefits of including an alternative investment strategy like the Firetrail Absolute Return Fund in your portfolio. The Firetrail Absolute Return Fund is a proven market-neutral strategy that provides consistent alpha through time, and the team remain excited about the future opportunities in the fund.

 

This communication was prepared by Firetrail Investments Pty Limited (ABN 98 622 377 913, AFSL 516821) (Firetrail) as the investment manager of the Firetrail Absolute Return Fund (ARSN 624 135 879) (the Fund). It is for general information only. It has been prepared without taking account of any person’s objectives, financial situation or needs. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. Any persons relying on this information should obtain professional advice before doing so. Past performance is not a reliable indicator of future performance.

The Fund is issued by Pinnacle Fund Services Limited (ABN 29 082 494 362, AFSL 238371) (PFSL). PFSL is not licensed to provide financial product advice. The relevant Product Disclosure Statement (‘PDS’) is available at www.firetrail.com. Any potential investor should consider the relevant PDS before deciding whether to acquire or continue to hold units in a fund. Please consult your financial adviser before making a decision.

Firetrail Analyst Series | A new lease on life for this property stock?

Firetrail Analyst Series | A new lease on life for this property stock?

 

In the third iteration of the Firetrail Analyst Series we take a deep dive into Australian developer, Lendlease. Portfolio Manager, Blake Henricks, takes us through the strong development pipeline, and why we think this company offers compelling long-term value.

 

This communication was prepared by Firetrail Investments Pty Limited (ABN 98 622 377 913, AFSL 516821) (Firetrail) as the investment manager of the Firetrail  Australian High Conviction Fund (ARSN 624 136 045) (the Fund). It is for general information only. It has been prepared without taking account of any person’s objectives, financial situation or needs. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. Any persons relying on this information should obtain professional advice before doing so. Past performance is not a reliable indicator of future performance.

The Fund is issued by Pinnacle Fund Services Limited (ABN 29 082 494 362, AFSL 238371) (PFSL). PFSL is not licensed to provide financial product advice. The relevant Product Disclosure Statement (‘PDS’) is available at www.firetrail.com. Any potential investor should consider the relevant PDS before deciding whether to acquire or continue to hold units in a fund. Please consult your financial adviser before making a decision.