In our August 2019 Letter to Investors we review the recent Australian company reporting season. A backdrop of growing political tensions and concerns of a slowing global economy meant that the main focus of investors was on companies delivering a positive outlook statement.
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Understanding the benefits and risks of debt are crucial in effectively analysing listed companies.
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Our main focus during August and September is the Australian company reporting season which is both an exciting and restless time for us as investors.
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Dividends are far more than just a coupon received every six months as some sort of reward for being a shareholder in a company. They should be a critical component of any investors’ strategy.
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Ensuring that our portfolios have exposure to the right balance of defensive and growth companies is something we are currently focusing on heavily.
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As investors, we view bear markets as a natural part of the investment cycle. However we understand that losing capital is never an enjoyable experience and in this article we share our thoughts on how investors can identify the warning signs of an approaching bear market.
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We dig deeper than vague tweets and politically motivated leaks to provide our thoughts on what the impact the Trade War means for investors, and most importantly the opportunities that will emerge.
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In this national event series our Co-Founders and Senior Portfolio Managers, Andrew Mitchell and Steven Ng, will share an update on the Ophir portfolios, insights on the global economic climate and answer ‘why Australian companies are all of sudden taking on the world and winning’.
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As investors, when valuations are elevated, it is important that we remain disciplined not only in respect of which companies we add to our portfolios but which ones we exit.
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We review prior elections to understand whether history can give us additional insight into where markets may be headed post the election.
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