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In this month’s Letter to Investors we review Global and Australian reporting seasons and provide an update on Transmedics (NDQ:TMDX) and Glanbia (LSE:GLB), two key positions in our global portfolios.
By Andrew Mitchell & Steven Ng Co-founders and Senior Portfolio Managers
In this month’s Investment Strategy Video (7 mins) Andrew Mitchell shares some key charts outlining why there is a a once in a generation investment opportunity in small caps vs large caps.
In this month’s Letter to Investors we discuss the reasons we are so excited about the return prospects for our Global funds over the next 5 years.
In this month’s Letter to Investors we outline the key reasons for the biggest monthly fall in long term U.S. yields since the GFC, and importantly why this should be good news for small cap valuations.
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