Category Archives: "Investment Strategy"

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.

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.

Global equity markets roared back to life in January, with smaller and mid-cap businesses leading the gains. While global concerns remain, this month we look at the opportunities that acute swings in investor sentiment can provide to investors.