A proven boutique fund manager, employing a research-intensive and high conviction investment approach.
Bennelong Australian Equity Partners (BAEP) is a boutique fund manager focused on investing in Australian listed equities. The business was founded in 2008 by Mark East in partnership with Bennelong Funds Management, and is an award-winning and highly-rated fund manager. As Chief Investment Officer, Mark East is responsible for the five funds BAEP manages on behalf of its retail and institutional clients.
Australian investors are bargain hunters at heart. They tend to focus on what looks cheap, with less regard for what they get in return for the price they pay. To most, a stock on a PE multiple of 12x ... read article
As unfashionable as it might be in some quarters, short selling has become entrenched as a legitimate trading strategy in Australia. Investors should take note. Short selling in a stock can forewarn ... read article
Should we play the ball or the man? This edition of Being BAEP moves beyond a company’s fundamentals in making an investment decision. It considers the value of looking at the details behind the ... read article
