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Goodmorning , It has been a tumultuous start to 2008. Investors are ducking for cover or looking for the opportunities. Either way they are seeking guidance. Volatile markets provide an excellent opportunity for you to show your clients why they rely on you for support, direction and advice.
Our financial media is currently rich with alternate viewpoints on the markets. Whilst fundamentally agreeing on the cause, there is debate about how long the volatility will run and where the opportunities lie. The same is true with BDM Direct’s Fund Managers. Tom Elliot, M&ME Capital, and Dean Fergie, OPIS Capital both run Australian Equities funds, yet their approaches differ as do their perspectives......
Plus, as an ideas starter, we’ve prepared a piece to help navigate these choppy waters.
3AW’s TOM ELLIOTT – MARKET CONSPIRACIES?
 Why have world equity markets taken such a pummelling over the past two months?
Leaving aside all the conspiracy theories about hedge fund activities, short selling, government intervention, etc., there is one really simple reason to explain recent financial declines – credit has gone from being cheap and easy to being expensive and hard-to-get. (Click here to READ FULL ARITICLE)
DEAN FERGIE – A NOTE ON CURRENT MARKETS
Concerns over global credit markets and the prospect of a US recession grew into panic in the opening weeks of 2008. The stock market fell for 12 consecutive days (its longest losing streak since 1982) with the 7.1% fall on the 12th day the largest one day loss since the 1997 Asian currency crisis. (Click here to READ FULL ARITICLE)
WHAT DO I GIVE MY CLIENTS?
The following has been prepared with your clients in mind. Please let us know if you would like us to add in reference to your business or your logo. We hope it helps…
S&P AWARD OPIS 4 STAR RATING
Standard & Poor’s have awarded a 4 star rating to both OPIS Capitals’ Premium Equity Fund and Dynamic Equity Funds. Standard & Poor’s define their 4 star rating as a “high conviction that the manager will consistently generate risk-adjusted fund returns in excess of relevant investment objectives and relative to peers.”
OPIS is an Australian equities, absolute-return manager that specialises in small to mid-cap stocks. They seek transparency in their investee companies, dedicating significant time in face-to-face meetings with senior management and site visits. The investment team has been together since 2001, they take a long-term view of investments on the basis of expected returns over 18 months or more.
To read the S&P reports please click below:
S&P 4 star rating – OPIS Capital Premium Equity Fund
S&P 4 star rating – OPIS Capital Dynamic Equity Fund
Standard and Poor's Financial Services Guide
To the extent that any ratings, opinions or other information of Standard & Poor’s Information Services (Australia) Pty Ltd (ABN: 17 096 167 556, Australian Financial Services Licence Number: 258896) (“Standard & Poor’s) constitutes general advice, this advice has been prepared by Standard & Poor’s without taking into account any particular person’s financial or investment objectives, financial situation or needs. Before acting on any advice, any person using the advice should consider its appropriateness having regard to their own or their clients’ objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to the product and consider the statement before making any decision or recommendation about whether to acquire the product. Past performance is not a reliable indicator of future performance. Ratings can change or cease at any time and should not be relied upon without referring to the meaning of the rating. For more information regarding ratings please call S&P Customer Service on 1300 792 553 and also refer to Standard & Poor’s Financial Services Guide at www.assirt.com.au. Each analytic product or service of Standard & Poor’s is based on information received by the analytic group responsible for such product or service. “S&P” and “Standard & Poor’s” are trademarks of The McGraw-Hill Companies, Inc.
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