In our Investment Strategy Note we discuss a topic close to our heart – why staying small provides a massive advantage for a fund manager.

In our Investment Strategy Note we discuss the pros and cons of single or staged entry into share markets.

Investors who need a regular income can no longer rely on high dividend payments to see them through. We discuss why it’s time to shift your focus towards investing for ‘total return’.

We discuss why COVID-19 has created an investing environment ideal for high quality active equity managers.

In our Investment Strategy Note we discuss why we see small caps as the best place to pick stocks.

In our Investment Strategy Note we discuss what we believe are the key skills a portfolio manager needs to master to help navigate down markets.

The current crisis, stemming from the global spread of COVID-19, has seen us dust off the playbook that we first wrote down after successfully navigating the Global Financial Crisis, more than a decade ago.

In our Investment Strategy Note we review how longer term performance is more indicative of skill than luck and two other measures investors can use to assess managers investment decisions.

If you attended our 2019 Meet the Manager events you will recall our theme “Why a new breed of Australian companies are taking on the world and winning”. Subsequently we have prepared and released a report which we have released in full in our Investment Strategy note this month. It is the result of interviews with CEOs, chairs, directors and founders of Australian-listed companies that have been able to create value for shareholders through offshore expansion. The report offers a deeper insight into the key factors of success, including both the business decisions that enabled companies to capitalise on their potential and how the harnessing of industry-wide changes enabled businesses to remove or overcome traditional obstacles to growth.

We review two core ways to measure investment performance, and why understanding them can have an impact on your investment behaviour.