WebJan 8, 2024 · An industry veteran is gearing up to launch a new fund next week, focusing on Australian equities. Julia Lee, founder and chief investment officer of Burman Invest, left her role at Bell Direct after 11 years at the end of 2024 to launch her new business which has seen a lot of positive interest since its soft launch. WebMar 18, 2024 · Later, Finance journalist at Yahoo, Lucy Dean, moderated a panel discussion with Chief Investment Officer at Burman Invest, Julia Lee and Managing Director of Fidelity Australia Alva Devoy. “We have to educate women on where they’re actually starting from,” Devoy explained. “Women retire with much less than men. We tend to be …
TIP Group acquires well known equities manager
WebJun 15, 2024 · Teaminvest Private Group Limited (ASX: TIP) announced that it has acquired Burman Invest, the retail fund manager founded by Julia Lee. Julia Lee is a well-known market commentator, who appears on Bloomberg, CNBC, ABC, Sky, and Sunrise. Julia Lee is also on the board of directors of the Australian S WebAs the Chief Investment Officer of Burman Invest, Julia has been closely watching the Australian stock market and we’re here to unpack what Julia is seeing and how she is … key performance indicator 翻译
Burman Invest Archives - Equity Mates Media
WebJun 15, 2024 · Burman Invest ( www.burmaninvest.com.au ), a retail listed equities fund. More information about Burman Invest is available at their website ( … WebMay 6, 2024 · Julia Lee, chief investment officer at Burman Invest, says aged-care providers are another option, particularly as the sector has underperformed. “A rising … WebJan 14, 2024 · The fund will invest in between 10 to 20 stocks, mainly in the S&P/ASX 200, with no single stock making up more than 8 per cent of the portfolio at the time of investment. "The fund aims to deliver superior returns when the Australian sharemarket is rising, and capital protection when prices are falling," the manager says in the PDS. key performance indicator table