Letter to Investors – June
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July 12, 2021
In our June Letter to Investors we explore some key issues — including the delta Covid-19 variant, the outlook for rate rises, and the commodities cycle — that will help determine if the new financial year will be just as strong for markets as FY21.
By Andrew Mitchell & Steven Ng Co-founders and Senior Portfolio Managers
How not to miss the next 10-bagger: valuing early-stage growth companies
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July 12, 2021
In our Investment Strategy Note we provide insight into the factors that investors should consider when valuing early stage growth companies so that they are better placed to identify – and ride – the next 10-bagger.
Letter to Investors – May
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June 8, 2021
In our May 2021 Letter to Investors we take a look at the better than expected economic recovery from COVID and ask whether a V-shaped rebound is making way for one more resembling a “Z” or “F”.
The challenges of short-term market forecasting
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June 7, 2021
In our Investment Strategy Note we take a look at the components of share market returns and how they make short term market forecasting a difficult, if not impossible, exercise.