Equities
Bill Pridham

It’s not that global mid small cap companies are overlooked by Australian investors, it’s actually more often than not that they simply aren’t aware of their existence and therefore potentially missing a great investment opportunity. Cellnex Telecom, the main infrastructure operator for wireless telecommunication in Europe (market cap €8.6bn, share... Show More

Bill Pridham

While Entertainment One is a developer, owner and producer of a growing number of successful pre-school properties, the one that is garnering the most attention right now is actually one of its longest held and most successful brands. Peppa Pig, which is celebrating her 15th anniversary in the UK and... Show More

Bill Pridham

There are only 31 listed companies in the world with a market cap of over US$200B, and some of them are covered by 50+ analysts. Meanwhile, there are over 8,000 companies in the small-mid universe, some with little to no coverage. As we pointed out in the recent Ellerston roadshow,... Show More

Expert Insights

Picking stocks is hard, but knowing when to sell them is even harder. As holders of stocks like Afterpay, A2 Milk and Appen have found recently, the urge to sell can rise as fast as the stock price when things go parabolic. “It’s easy to buy, but it’s much harder to... Show More

Bill Pridham

Ellerston Global Investments Limited (ASX: EGI) owns a concentrated portfolio of global companies you are unlikely to find in most global equity portfolios. The highly experienced team take an active, absolute and often contrarian approach to identify opportunities in global equity markets. Show More

Investment Theme

Huge winners like Facebook don’t come along very often, and they’re incredibly difficult to identify when they do. So how can investors benefit from these big winners, minus some of the uncertainties? Bill Pridham, Co-Portfolio Manager at Ellerston Global Investments believes in the ‘selling pickaxes to gold miners’ approach. “It’s... Show More

Equities

Volatility is a fact of investing in financial markets. But rather than working against it, Bill Pridham, Co-Portfolio Manager at Ellerston Global Investments, says that savvy investors can make volatility work in their favour. For businesses whose earnings are not linked to the economic cycle, market volatility can provide an... Show More

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