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)
07 Apr 2022
Receding tide reveals the best opportunities
Phil Strano, Portfolio Manager of the Yarra Higher Income Fund, looks at the benefits of active management in what remains...
3 minute read
21 Dec 2023
Small cap sector underperformance is creating an opportunity
As we look ahead to 2024 – a year which will likely remain a challenging investing environment – a number...
5 minute read
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