10/06/2026
Maryann and Anna recently attended the Morningstar Conference and the Best of Breed Tour in Sydney, connecting with some of the world's leading fund managers.
A real highlight was the “Best of Breed” tour, providing insights directly from investment teams shaping portfolios across asset classes and geographies. It was valuable for them to see how different managers are navigating today’s complex environment.
⭐ Some standout takeaways:
• Schroders and Capital Group reinforced the importance of disciplined, long-term global investing — with Capital Group’s New World Fund continuing to impress in its approach to emerging markets.
• Nuveen shared a compelling and genuinely thoughtful approach to impact investing — a space that’s evolving rapidly and becoming increasingly sophisticated.
• Allan Gray’s contrarian philosophy was a great reminder of the value in thinking differently, particularly in crowded markets.
• Daintree Capital demonstrated the role of high-quality fixed interest in providing resilience and income in portfolios.
• Dexus offered useful insights into the current dynamics in listed property and REITs.
• Fairlight continues to stand out in global small and mid caps, with a strong quality bias.
• MAN Group highlighted trend-following strategies — particularly relevant in uncertain and shifting markets.
• Maple-Brown Abbott showcased a high-conviction approach to international infrastructure — an asset class gaining renewed attention.
Experiences like these reinforce that while markets evolve, the principles of successful investing remain constant. Maryann and Anna are grateful for the opportunity to learn, gain new perspectives, and bring valuable insights back to clients!
