Why we're bullish in 5 charts

Eley Griffiths Group

Eley Griffiths Group does not always as a house run bullish, but we have in the past couple of years. In a recent presentation to the Morgans network, Portfolio Managers Ben Griffiths and David Allingham outlined some of reasons underpinning our current bullish stance. Show More

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In Focus: Eley Griffiths Group Emerging Companies Fund

Eley Griffiths Group

Eley Griffiths Group has been successfully investing in small caps since 2003. Last year the firm launched the Emerging Companies Fund, which is focussed on uncovering microcap companies with the ability to grow into larger businesses. The Fund has had a strong debut, returning 34.5% after fees in its maiden... Show More

Ben Griffiths: An emerging leader on the ASX

Eley Griffiths Group

Ben Griffiths, Portfolio Manager at Eley Griffiths Group, identifies a growing ASX company that’s come through the headwinds it faced following the Masters closure looking sure footed. Despite an outstanding management team and a promising store rollout ahead, he says the pricing is “reasonable, given its growth profile.” Watch the... Show More

A new way to invest in tomorrow’s leaders

Eley Griffiths Group

The prize of investing in micro caps is quite substantial. However, traditionally it has been a difficult space for investors to navigate. With limited information and a lack of broker coverage it’s a space suited to experienced investors who know what to look for. Show More

What we learned from benchmarking

Eley Griffiths Group

Reporting season is always a useful time to glean insights from individual companies but more powerful when you are able to benchmark across the industry. First, the most recent round of mining company quarterly reports highlight how successful resource companies have been at optimizing operating costs. Lower diesel, mining and... Show More

Five offshore influences that may hold sway on local equities

Eley Griffiths Group

Eley Griffiths Group calculates the local market’s equity risk premium each quarter. At present it sits at 6.35%, slightly more attractive than the June quarter setting. The Australian sharemarket continues to offer equity investors ample reward for the extra risk over bond returns. Local equities are a BUY at current... Show More

Auckland International Airport (ASX: AIA): "The gateway to the land of the long white cloud"

Eley Griffiths Group

AIA’s key asset is the Auckland International Airport. Over 70 per cent of visitors enter or leave New Zealand via Auckland Airport, which handles over 15 million passengers a year. Unlike Sydney Airport which leases the concession/land from the government, AIA owns the Auckland Airport and the land surrounding it.... Show More

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