Category Archives: "Investment Strategy"

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.

We review the cases for allocating to Australian companies and international investing, highlighting the diversification benefits from having exposure to companies earning revenues offshore, be they listed domestically or overseas.

With this current bull market in equities now more than 10 years old it is not surprising that some voices are suggesting that investors would be wise to take profits before prices turn downwards. We review the evidence for market timing and why a strategy for staying invested is generally the best.

As we approach the one year mark of listing the Ophir High Conviction Fund, we take a step back and delve more deeply into the reasons why it was listed, whilst also answering some common investor questions on the Listed Investment Trust structure.

We review the cases for allocating to Australian companies and international investing, highlighting the diversification benefits from having exposure to companies earning revenues offshore, be they listed domestically or overseas.

Understanding the benefits and risks of debt are crucial in effectively analysing listed companies.