Insights, News and Press

The latest news and insights from our leading investment team.

Letter to Investors Letter to Investors Investment Strategy Investment Strategy Podcasts Podcasts Stock in Focus Stock in Focus Press Press Fund Update Fund Update

Stock in Focus – Vusion Group (VU: FP)

Stock in Focus • 5 mins read

Letter to Investors – June 2025

Letter to Investors • 12 mins read

Fund Update – Distribution Estimates FY25

Fund Update • 4 mins read

Letter to Investors – May 2025

Letter to Investors • 13 mins read

Podcast – Andrew Mitchell on the Rules of Investing “The market always wins”

Podcasts • 6 mins read

Letter to Investors – April 2025

Letter to Investors • 15 mins read

Stock in Focus – iRhythm (NASDAQ: IRTC) “I Can Feel the Beat”

Stock in Focus • 5 mins read

Press – The top Australian small-cap fund, year after year

Press • 3 mins read

Press – How Australia’s best small-cap fund got its 39.6pc return

Press • 4 mins read

Letter to Investors – March 2025

Letter to Investors • 15 mins read

Letter To Investors – February 2025

Letter to Investors • 14 mins read

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