Equities
Nicholas Cregan

Our team is often asked why we choose to organise our investment process along generalist rather than sector specialist lines. The answer is partially empirical, in that we have noticed the cross pollination of ideas across sectors is helpful in generating investment ideas, but crucially, the answer is one of... Show More

Nicholas Cregan

Ritchie Brothers (RBA:TSE) is a Canadian auctioneer of earthmoving, oil rig, tractor and other heavy equipment. With a storied history after launching its auctioneer business in 1958, today the group is the largest marketer of second-hand industrial equipment globally. Despite this market leading position, Ritchie boasts a long runway for... Show More

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