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The latest news and insights from our leading investment team.
                        
                
            
                                        
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                    Letter to Investors
                
                            
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                                10 Oct, 2025                            
                            Stock in Focus – Red Violet (NASDAQ: RDVT)
                                Stock in Focus • 4 mins read                            
                        
                                8 Sep, 2025                            
                            U.S. Reporting Season – Winners, Losers & 6 Key Themes
                                Stock in Focus • 6 mins read                            
                        
                                25 Jul, 2025                            
                            Press – Four small caps this top fundie says are worth a look
                                Press • 4 mins read                            
                        
                                23 Jul, 2025                            
                            Press – Inside Ophir’s stellar FY25 with Andrew Mitchell (and 5 stock he likes right now)
                                Press • 8 mins read                            
                        
                                9 Jul, 2025                            
                            Stock in Focus – Vusion Group (VU: FP)
                                Stock in Focus • 5 mins read                            
                        
                                14 May, 2025                            
                            Stock in Focus – iRhythm (NASDAQ: IRTC) “I Can Feel the Beat”
                                Stock in Focus • 5 mins read                            
                        
                                2 May, 2025                            
                            Press – The top Australian small-cap fund, year after year
                                Press • 3 mins read                            
                        
                                1 May, 2025                            
                            Press – How Australia’s best small-cap fund got its 39.6pc return
                                Press • 4 mins read                            
                        
                                27 Feb, 2025                            
                            Keeping you in the AIR
                                Stock in Focus • 6 mins read                            
                        
                                11 Dec, 2024                            
                            What’s caused the recent outperformance in our Global Funds?
                                Investment Strategy • 5 mins read                            
                        
                                18 Nov, 2024                            
                            How will Trump’s epic win affect the share market?
                                Investment Strategy • 5 mins read                            
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