5-point checklist for protecting portfolios during downturns

Andrew Mitchell

Not unlike the regenerative quality of an Australian summer bushfire, equity market corrections are a necessary evil of healthy and well-functioning markets. More often than not, they allow share markets to recalibrate and consolidate over the shorter-term, whilst also acting as an agent to transfer capital from weaker, short-term hands... Show More

Entering reporting season with caution

Andrew Mitchell

Elevated earnings expectations this reporting season, and an ever-increasing amount of capital engaged in momentum-style investment strategies (i.e. those that seek to aggressively own businesses in earnings upgrade or upward price momentum cycles) undoubtedly sets the stage for some likely disappointments. Show More

Small-caps and mid-caps riding global growth

Andrew Mitchell

Australian small and mid-cap companies are perhaps not the first port of call in an investors mind when considering avenues to gain exposure to international growth opportunities. Yet the sector at present offers investors a multitude of companies with leveraged exposure to the growth in offshore markets, a function that... Show More

From Xero to Hero

Andrew Mitchell

Xero is by no means an up-and-comer in the fintech space, nor an undiscovered gem. At NZ$3.7bn market cap, the business already sits on the radar of many growth investors. While the business has enjoyed fairly spectacular early success, the inherent growth still available remains an attractive proposition to us. Show More

PMV: Delivering growth in a soft environment

Andrew Mitchell

The shake out of some of the larger cap money from the small cap space through the back end of 2016, came primarily on the view that the reflation trade had taken hold and resources and cyclical-type businesses were now back in favour. The market sold good quality, highly cash... Show More

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