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3 fund managers to add to your watchlist

A while ago, fellow contributor Chris Georges wrote an article about whether investors would be better off investing in a managed fund (which picks good stocks on behalf of investors), or the fund manager itself (which makes a profit from operating the fund/s).

Overwhelmingly the stats suggested that buying the fund manager itself could be a better choice, especially if the funds it operates have a strong track record. With that in mind, here are 3 fund managers that I think could be worth adding to your watch-list today:

Platinum Asset Management Limited (ASX: PTM)

Founder and CEO Kerr Nielson has a long record of generating quality returns for investors in Platinum’s funds – he was also the Chief Investment Officer until 2013. Although Platinum has seen net outflows in recent times, which have hurt profitability, the company’s funds continue to perform well and management is optimistic that better days are ahead. Platinum pays an attractive 6% dividend.

Challenger Ltd (ASX: CGF)

Challenger is an annuity provider and fund manager that makes money from a range of products that are designed to provide financial security in retirement. With an enormous sum of superannuation money expected to move into the retirement phase soon, the industry is expecting to be managing a significantly larger group of assets in 5 and 10 years time. As one of the leading players, Challenger is in a key position to benefit.

BT Investment Management Ltd (ASX: BTT)

BT Investment is a UK/Australian fund manager with a track record of growing funds under management (FUM) – it now manages $84 billion, up from $78 billion at the end of 2015. BT also offers superannuation, private wealth management, and insurance, and has a track record of growing profits and dividends. Further acquisitions may also be on the cards in the future, since the expansion into the UK has so far proven successful.

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The Motley Fool Australia's parent company Motley Fool Holdings Inc. owns shares of Platinum Investment Management Limited. Motley Fool contributor Sean O'Neill has no position in any stocks mentioned. The Motley Fool Australia owns shares of Challenger Limited. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Bruce Jackson.

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