Building active portfolios, building conviction levels
Octagon looks to enhance the returns for our customers by being an active manager in the markets we invest in. This means, by definition and style, we are not passive investors who simply buy the index or the sector, rather we apply a disciplined process that allows the Octagon portfolio managers to identify when and why an asset is mispriced, and take advantage for our clients.
“Mispriced” is how a portfolio manager describes an asset whose market price today is different to their analysis of what fair price for that asset should be. There are numerous reasons why a market price today might not reflect the fair value of an asset; limited market knowledge, excessive focus on short term earnings; market dislocations and liquidity events and simply irrational...MORE»
Still in chargeFriday, April 12th, 6:33AM
Globally, March was a robust month for markets. MORE» |
Active versus Passive Investment ManagementTuesday, April 9th, 6:01AM
Octagon Asset Management (Octagon) as an active investment manager and we aim to deliver superior investment returns by being active (as opposed to passive). MORE» |
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Art of Investing: A journey from shadows to spotlightFriday, April 5th, 11:07AM
Imagine a child growing up in communist Poland in the 80s. Picture the grand, yet ultimately hollow, promises of five-year government plans that fizzled out before they could light any real fire under the economy. MORE» |
The cheap treat that’s getting more expensiveMonday, March 25th, 8:14AM
In this article we look forward to 2024. MORE» |
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Best and worst KiwiSavers according to Consumer
Kiwi-owned providers have come out on top of Consumer’s annual KiwiSaver satisfaction survey. MORE»
Gender pay gap and not contribution rates disadvantage women on KiwiSaver
Research by Auckland University of Technology for the Retirement Commission points to the gender pay gap as the main cause for women contributing less. MORE»
Bayly will talk to coalition partners before any change to KiwiSaver
Minister of Commerce and Consumer Affairs Andrew Bayly says he wants to focus on capital markets and KiwiSaver providers have a part to play. MORE»
Simplicity takes stake in tax tech company
Simplicity’s latest private equity investment is an 18.8% share in the parent company of two tax technology companies, Tax Traders and its startup business Taxi. MORE»
Kiwis, depending on their age group, generally want compulsory KiwiSaver
Most Kiwis, bar Millennials, think regular KiwiSaver contributions should be compulsory, a survey has found. MORE»
KiwiSaver portability settings blocking investors from private asset benefits
A legal opinion by law firms Chapman Tripp and MinterEllisonRuddWatts has outlined proposed changes to the KiwiSaver framework to support investment in private assets. MORE»
KiwiSaver reaches $104 billion
Market movements saw KiwiSaver assets grow $8 billion in the last quarter of 2023, ending the year at $104 billion according to Morningstar’s latest data. MORE»
Generate cracks $5 bill mark
Generate becomes one of the largest boutique KiwiSaver managers. MORE»
