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Six factors for selecting superior fundies (past performance isn’t one)

In the mid-1990s, Stephen Deschenes set out to build an algorithm that could help investors consistently select superior fund managers. In effect, it was one of the...
James Marlay
Livewire Markets
Fund in Focus

Fund in Focus: State Street Multi-Asset Builder Fund

Investors have enjoyed extremely strong returns over the last decade. But when we ask them about the biggest challenges they face today, two risks stand out in...
Daniel Farley
State Street Global Advisors
Fund in Focus

Fund in Focus: QV Equities Limited (ASX: QVE)

As much as 62% of the total market cap of the ASX300 comes from the top 20 companies alone. Stocks outside the top 20, which have market caps of $15 billion or less,...
QVE
Simon Conn
IML
Funds

SiteMinder: Australia's latest tech platform valued over $1bn

SiteMinder is the global market leader in hotel guest acquisition software. The business has over 36,000 subscription customers in more than 100 countries, and a year...
David Kirk
David Kirk
Bailador Technology Investments
Funds

ETF industry starts the year with a bang

The relentless growth the Australian ETF industry has experienced shows no sign of abating, with the industry starting the new year with a bang! After closing 2019...
Ilan Israelstam
Betashares
Funds

Turning water into gold

Deriving uncorrelated returns to traditional asset classes, as at January 2020 the Argyle Water Fund has returned 19.1% p.a. since inception (2012) by investing in...
David Clark
Koda Capital
Funds

Time to call BS as LIC/LIT debate ignores key complexities and conflicts

The debate on stamping fees for LICs/LITs has become increasingly heated with aggressive lobbying by some and various industry participants simply latching on to...
Dominic McCormick
Investment Consultant
Funds

Swimming with sharks in small cap tech

The Australian tech sector has been a massive driver of investor returns in recent years, with the likes of Afterpay putting in big gains as it enjoys global success....
ALU
APT
+3
Alex Cowie
Alex Cowie
Funds

Why Amazon can’t kill these three retailers

Few companies are as feared as Amazon (Nasdaq:AMZN). And for good reason. Amazon has grown revenue at an average rate of 28% per year over the past ten years. Earnings...
Chloe Stokes
Forager
Funds

Listed Managed Investment Monthly Review

The LMI Monthly Update, from Independent Investment Research, takes a look at recent activity in the LMI sector and provides a view of key themes and issues within the...
+4
Mark Tobin
Coffee Microcaps
Expert Insights

How intangible assets create better pricing power

While understanding a company’s assets is important when deciding whether to invest, it’s also critical to understand whether those assets are tangible or intangible....
Livewire Exclusive
Livewire Markets
Funds

10 most traded ETFs

2019 was a big year for the exchange-traded funds (ETF) market as it cracked $61 billion in assets and accelerated its lead over the listed investment companies and...
+7
Vishal Teckchandani
Livewire Markets
Funds

Identifying opportunities in infrastructure

Targeting what Roger refers to as 7/11 (7% income and 4% growth), Palisade's Diversified Infrastructure Fund has returned 10.2% p.a. over the last 10 years (as at 30...
David Clark
Koda Capital
Funds

The LIC/LIT "mis-selling crisis" is grossly exaggerated and the key issues widely misunderstood

The issues around performance of LICs/LITs, which is impacting the debate on stamping fees, should be addressed fairly and objectively, not by flawed analysis,...
+22
Dominic McCormick
Investment Consultant
Funds

Turning ten, growing old: Reflections on Forager’s first decade

I had an early morning coffee with my grandmother on New Year’s Eve. Born in the 1920s and known to all my friends as Oma, she’s now living through the twenties again....
Steve Johnson
Forager
Rapid Fire

Where to find growing companies at a reasonable price

In today’s low-growth world, companies that can grow their earnings attract a premium. Whether it’s emerging Australian companies like Afterpay and Appen, big US tech...
Livewire Exclusive
Livewire Markets
Fund in Focus

Fund in Focus - State Street Australian Equity Fund

The current period of economic expansion is one of the longest in history, with US GDP growing for a record 124 months while Australia is now in its 29th year without...
Bruce Apted
State Street Global Advisors
Funds

Gerald Stack - A train set for Christmas

Sometimes presents that may be perceived as "boring" can eventuate into the most exciting gifts that you have received. The Magellan Infrastructure Fund invests in...
David Clark
Koda Capital
Funds

Listed managed investments year in review

The level of funds raised by new listed managed investment IPOs exceeded $4bn in 2019, an increase on the $3.3bn raised the previous year despite fewer new listings....
+25
Peter Rae
Peter Rae
Independent Investment Research
Fund in Focus

Fund in Focus: Allan Gray Australia Equity Fund

Going against the herd with every investment you make is extremely tough mentally. By nature, people tend to conform. One of the ways people make decisions is to look...
Julian Morrison
Julian Morrison
Allan Gray
Funds
Sponsored

An active ETF designed to boost income while preserving capital

With interest rates at all-time lows and sustainable yields hard to find, investing for income while managing risk can be challenging. The Schroder Absolute Return...
Schroders Australia
Schroders
Funds

IPO Wealth/Mayfair Platinum - The scary end of the "rush" for yield

(Ed's Note: On 6 April 2020 ASIC commenced proceedings against Mayfair 101 and Mayfair Platinum for misleading or deceptive advertising.)The brands IPO Wealth &...
Dominic McCormick
Investment Consultant
Funds

Why Westpac's next CEO needs to be an outsider

Brian Hartzer knew it was over the second he picked up his phone. Last Monday, as CEO of Westpac, Hartzer had called his senior executives into a room for the...
Steve Johnson
Forager
Funds

Opportunities in sight from the top of the LIC cycle

The Australian LIC industry is almost 100 years old and it has experienced many cycles since Whitefield Limited was first incorporated in 1923. The current environment...
WAA
WAM
WAX
+3
Geoff Wilson AO
Wilson Asset Management
Fund in Focus

Fund in Focus: Schroder Absolute Return Income (Managed Fund) Chi-X code: PAYS

We know that low cash rates and bond yields have made accessing income increasingly challenging. As a result, investors are going further up the risk spectrum to buy...
Schroders Australia
Schroders
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