Category: Investing

The Impact of the Hayne Royal Commission On the Financial Planning & Investment Advice Industry in Australia No one disputes that the Hayne Royal Commission into misconduct in the financial services industry had a significant impact on the financial planning and investment advice industry in Australia. The dispute is if it has had a net positive or negative overall impact. this month we’ll have a quick look at both sides of the coin.    One of the negative impacts of the Royal Commission for CFPs was the removal of grandfathered conflicted commissions, which meant that financial advisers could no longer earn commissions on products they recommended to their clients. This resulted in a decrease in revenue for many…

Strategies Wrap Up The Twenty Most Successful Investors in the World Warren Buffett – The Oracle of Omaha George Soros Peter Lynch Investor Benjamin Graham: The Father of Value Investing Ray Dalio John Paulson Carl Icahn – Master of the Universe James Simons David Einhorn Joel Greenblatt Stanley Druckenmiller Paul Tudor Jones David Tepper Bill Ackman Ken Griffin Edward Lampert Jim Rogers Howard Marks Steven Cohen Julian Robertson Well, I trust you have enjoyed my series on The Twenty Most Successful Investors in the World”.  It’s been a challenging and rewarding experience for me and I’ve learnt so much. I hope you’ve found it valuable too. The hardest part was what to leave out. There was so much…

#20. Julian Robertson The Investor with a Midas Touch #20 on my list is Julian Robertson, a highly respected investor who has had a tremendous impact on the financial world. Sadly Robertson passed away a couple of months ago at age 90.  According to Forbes, he left a net worth of $4.8 billion. Robertson, established Tiger Management, a hedge fund that was once ranked among the largest and most profitable in the world. He was renowned for mentoring several cohorts of prominent fund managers, often referred to as Tiger Cubs. This article will explore Julian Robertson’s investment strategies and principles, his most famous deals, his famous quotes, and some little-known trivia about him.   Julian Robertson’s Investment Strategies…

#19. Steven Cohen Hedge Fund Legend Steven Cohen is a name that has become synonymous with the hedge fund industry. He is widely regarded as one of the most successful investors in the world, having built a fortune of over $20 billion. Cohen’s investment strategy is unique and has led him to be one of the most successful investors of his time. In this article, we will delve into the strategies and principles that have led to Cohen’s success and examine some of his most famous deals. We will also explore some little-known trivia about him and his investment philosophy.   Strategy Cohen’s Investment Strategy Cohen’s investment strategy is based on a combination of fundamental analysis and quantitative…

#18. Howard Marks The Art of Investing Howard Marks is a legendary investor, known for his ability to identify market trends and make astute investment decisions. As the co-founder and co-chairman of Oaktree Capital Management, he has built a reputation as one of the most respected minds in the world of finance. This article explores the principles and strategies that have led to his success, his most famous deals, and some little-known trivia about the man himself.   Investment Philosophy Marks’ investment philosophy is centred around the concept of risk management. He believes that the most important factor in successful investing is not necessarily achieving high returns, but rather avoiding losses. In his book, The Most Important Thing,…

#17. Jim Rogers The Investment Guru Who Thinks Outside the Box Famous for more than his colourful bowties, Jim Rogers is an investment guru and entrepreneur with an impressive track record of success in the financial industry. Born on October 19, 1942, in Baltimore, Maryland, Rogers is widely known for his unconventional investment strategies and his insightful perspectives on global markets. As a university-educated, sophisticated investor, financial expert, or professional advisor, you may already be familiar with Rogers’ investment principles and strategies. However, in this article, we will explore Rogers’ most famous deals, his investment philosophy, and some little-known trivia about the man behind the legend.   Investment Philosophy Jim Rogers is a proponent of a long-term, value-driven…