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.
Continue reading »Category Archives: "Investment Strategy"
Why we converted the Ophir High Conviction Fund to a Listed Investment Trust
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.
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.
Continue reading »What is the Right Level of Gearing for a Company?
Understanding the benefits and risks of debt are crucial in effectively analysing listed companies.
Continue reading »How Important is Dividend Yield?
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.
Continue reading »How and Why Do Bear Markets Come?
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.
Continue reading »Elections and Equities: What Investors Should Know
We review prior elections to understand whether history can give us additional insight into where markets may be headed post the election.
Continue reading »Ophir High Conviction Fund (ASX:Oph) – Investment Update and NAV Report
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.
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