Yarra Capital Management’s Dion Hershan commenting on the outlook for Australian banks, including reference to capital adequacy, the relative attractiveness of the sector, its resilience and capacity to outperform low expectations. See here…. (subscription to The Australian Financial Review required)
8 Nov 2017
Yarra Capital Management’s Dion Hershan commenting on the outlook for Australian banks, including reference to capital adequacy, the relative attractiveness of the sector, its resilience and capacity to outperform low expectations. See here…. (subscription to The Australian Financial Review required)
23 Oct 2023
Future Quality Insights: Focus on the knowns in an era of unknowns
The Future Quality approach to navigating uncertainty Key takeaways: We are currently in the midst of a regime change to...
8 minute read
28 Mar 2022
Banks not the old oligopoly
Dion Hershan, Head of Australian Equities, explains why Yarra’s equity funds have now moved significantly underweight Australian banks. Australia’s Big...
3 minute read
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