Robert Stewart Co-founder and Director, Equus Point Capital Pty Ltd (at time of writing) Rob Stewart is a portfolio manager at Equus Point Capital. He has over 25 years of experience in funds and portfolio management experience, specialising in equities managed in a risk-controlled environment. His previous roles included portfolio manager at Challenger, and head of index funds and asset allocation at Colonial First State Global Asset Management. He holds a bachelor of science, a masters of applied science, and graduate diploma in finance and investment.
ROBERT STEWART | FRIDAY, 15 NOV 2019 Seasoned investors understand that returns are a function of both beta and alpha. Beta being the component of returns derived from the benchmark return and alpha being returns generated over and above (or below) the benchmark return. The difficulty ... Read more PAGE: 1 |
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Cover Story
Wealth with purpose
PHIL HARKNESS
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
In the realm of Australian family offices, a stark reality emerges: 70% risk dropping the ball on wealth transfer. To curb this trend, Mutual Trust chief executive Phil Harkness and head of strategy Tracy Conlan are dedicated to helping clients create and preserve purposeful multi-generational wealth. Chloe Walker writes.