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Lonsec’s Norm Graham in Money Management’s round table forum

Money Management recently held its first-ever round table comprising research house representatives. It was attended by key personnel from Lonsec, Zenith, Standard & Poor’s, Morningstar and van Eyk. The discussion was wide-ranging, covering a number of industry issues. Lonsec’s Managing Director Norm Graham participated in this robust discussion.

To read the edited transcript published by Money Management (August 27, 2009), click here.


evotv: Looking through the research

The Crystal Ball 2009

Lonsec's Grant Kennaway says the downturn has renewed focus on looking through the research, not just taking the rating for granted. Lonsec remains cautious, but believes there are opportunities in low-risk credit and emerging markets; the research house encourages clients to look at the valuations and get back to fundamentals.

Click here to see the interview.


Money Management’s ‘Rate the Raters’ survey

Lonsec has again performed well in the annual Money Management ‘Rate the Raters’ survey, in which investment managers are asked to rate research houses on a range of parameters. According to Money Management, “Lonsec was rated highest by survey respondents when the results in all categories are considered.”

Rating well in this survey is important to Lonsec – it means that we are providing accurate and transparent research reports and that our research methodology is highly regarded by those who know their products best.

Click here to read the article.


Portfolio Picks

Lonsec is pleased to be working exclusively with brillient! and the Portfolio Construction Forum on its Portfolio picks, funds we identify as ‘picks of the bunch’. The fund manager and Lonsec analysts are interviewed and this is then webcast from the Portfolio Construction and Lonsec sites. The current pick is the T.Rowe Price Global Equity Fund…watch out for more in the coming weeks.


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