Arik Star

I so clearly remember my first mobile phone. All I could do was talk on it, but I was mobile and thought that phone was the greatest device ever. Since then, advancements in wireless technology have been extraordinary and changed the way we communicate, work and live our lives. We... Show More

Arik Star

Think of a business that has 50% market share; number one position in an oligopoly. A business whose average client length is over 20 years. This is a business with 90% revenue visibility. That’s the business I spoke about at the Future Generation Investment Forum in the video below. Show More

Expert Insights

Investing can seem easy when markets are cruising along benignly, but when volatility picks up, it’s critical to have conviction in your holdings. Access the video below to hear Arik Star from Ellerston Global Investments explain how they know when it’s time to sell a holding. During volatile times, it’s... Show More

Expert Insights

Connected lighting represents an enormous opportunity around the world. The global leader in this industry is Phillips Lighting. Here, Arik Star from Ellerston Global Investments explains how they built conviction in their Phillips position. Key points: Philips Lighting is made up of four divisions; conventional lighting, LED lighting, connected LEDs... Show More

Expert Insights

After a benign few years in financial markets, Arik Star, Portfolio Manager at Ellerston Global Investments, says this year will be “materially different.” In this video, he discusses the major shifts underway, how to invest in these conditions, and outlines two stocks with strong tailwinds. Key points: The macro environment... Show More

Arik Star

In global developed equity markets the mid/small cap universe is more than five times the size of the large cap universe. Within that global mid/small cap universe, EGI focusses on change; companies going through what we call a period of price discovery. This typically includes spin offs, fallen angels, management... Show More

Arik Star

Most Australian investors domestic equity exposure is diversified across large, mid and small cap companies. Mid/small cap companies like Qantas, Treasury Wines, Cochlear, Computershare and NextDC have been some of the best performers on the ASX in recent years benefitting the returns of domestic equity portfolios. However, to date, any... Show More

Arik Star

Today we are consuming more data than ever on more devices. We are streaming shows with Netflix, listening to music on Spotify, and companies adopting cloud strategies continue to accelerate. All of these performance sensitive applications require a cloud based infrastructure that is scalable, secure and cost efficient, allowing user’s... Show More

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