![]() 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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Hyper focused on change
JOHNNY KAHLBETZER
CHIEF EXECUTIVE OFFICER
KAHLBETZER INVESTMENTS PTY. LTD
CHIEF EXECUTIVE OFFICER
KAHLBETZER INVESTMENTS PTY. LTD
It's widely accepted though oft-debated that two seemingly contradictory things can be true at the same time. Take Johnny Kahlbetzer's approach at Twynam Group, for instance. It's true that Kahlbetzer believes ESG to be "fluffy bullshit" - it's also true that he is a very active ESG investor.