Ann: Funds Under Management - March 2020, page-6

Massive call to say that they are the best manager in the country....I think there would be a few out there who'd take the other side of that trade.

That said, they have a strong brand, Hamish is impressive in the media and not afraid to use them to his advantage, and they are locked into wealth managers, industry funds etc with the invest in non Aussie assets. The $700mn insto flows for the month was impressive, though probably booked in ahead of the market correction.

Next 2-3 months will be interesting to watch. I bought them when Trump looked like getting in, and made out well, and I'm a tactical holder again. A trade for now, might change if they can maintain net inflows.