In our Investment Strategy Note we discuss the pros and cons of single or staged entry into share markets.
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Bye bye dividends, hello ‘total return investing’
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’.
Continue reading »Why we are now in a stock picker’s market
We discuss why COVID-19 has created an investing environment ideal for high quality active equity managers.
Continue reading »Three reasons active investing works best for small caps
In our Investment Strategy Note we discuss why we see small caps as the best place to pick stocks.
Continue reading »Bull and bear market experience and expertise – why it’s so crucial
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.
Continue reading »Our action plan for investing during a crisis
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.
Continue reading »Are you skilful or just lucky? Getting behind headline performance numbers
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.
Continue reading »The Offshore Growers: Why a new breed of Australian companies are taking on the world and winning
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.
Continue reading »Measuring performance: Money vs Time weighted returns and why they should matter to you
We review two core ways to measure investment performance, and why understanding them can have an impact on your investment behaviour.
Continue reading »Offshore exposure, the case for investing with a global view
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.
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