Investors looking for a professionally managed Australian equity portfolio face a dizzying array of options. The February Morningstar survey looked at 123 different institutional fund managers delivering Australian equity portfolios and this number expands further when you include model portfolios and stock lists offered by stock-brokers, asset consultants and investment newsletters. The individual stocks in this enormous range of portfolios are selected and then blended into Australian equity portfolios based on a range of investment philosophies or investment styles.
In this week’s piece we are going to look at the different investment styles used to manage equity portfolios and the investing foundations upon which these styles are built.
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