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Product & Service Launches | PLANSPONSOR

Lincoln Financial Group introduces side-by-side pooled employer retirement solutions; Alger expands high-conviction growth equity lineup; Fidelity launches 2 actively managed liquid alternatives ETFs.

Ankur crawfordChristoph hofmannPatrick kellyFidelity investmentsFidelity asset management solutions at investmentsSmart retirement solutions incFred alger managementLincoln financial groupFinancial groupRetirement solutionsExpands high conviction growth equity lineupAlger managementAlger concentratedArtificial intelligenceConcentrated equityManaged liquid alternatives

Form N-CSR CAUSEWAY CAPITAL MANAGEM For: Sep 30

Form N-CSR CAUSEWAY CAPITAL MANAGEM For: Sep 30
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District of columbiaUnited statesUnited kingdomHong kong generalHong kongSouth koreaAnderson graduate school of managementGraciev fermeliaSarah kettererAlessandro valentiniHarry hartfordLos angelesKurtj deckoLawry meisterConor muldoonJonathan eng

Airlie founder to step down, successor named

The founder of Airlie Funds Management will retire in mid-2023 after spending more than 30 years in the industry.

United statesGemma fisherDavid georgeMatt williamsJohn seviorFrontier partners groupParty of australiaAirlie industrial share fundAirlie funds managementPerpetual investmentsConcentrated equityPure value shareAustralian funds manager foundationPotter warburg securitiesLiberal partyNorth american

Assupol – Not part of the flock

Opportunity still abounds in the South African market and the likes of Assupol offer great potential upside for our investors.

Cape townWestern capeSouth africaSouth africanGarreth montanoGreg saffyCorion prime concentrated equity fundCape town stock exchangeConcentrated equityCape town stockPrime concentrated equityCorion prime concentratedCorion capitalLock stocksFuneral policyGreg saffy

iM Global Partner and Scharf Investments launch concentrated global equity fund

California-based Scharf will manage the value-focused, fundamental and bottom-up strategy.

United statesLos gatosEric lynchPhilippe uzanConcentrated equityScharf global opportunityGlobal large stock valueScharf investments

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