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)
27 Nov 2018
No permanent blue chips
“I have always described my vision of hell as having to value GE over and over again, for eternity” –...
3 minute read
04 Mar 2021
Subdued supply to drive further outperformance
Phil Strano, Portfolio Manager of the Yarra Absolute Credit Fund, explains why he expects the supply of new income securities...
3 minute read
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