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Nigel Littlewood

Nigel has been an investor, advisor, newsletter publisher and fund manager in the Australian Stockmarket since 1986

ETF's: The most crowded trade in history

Nigel Littlewood
Nigel Littlewood Harness Asset Management

While we are close to driverless cars but not quite there yet… we appear to be embracing 'driverless investing; with abandon. Indeed as Steve Bregman points out in this great presentation, the money flowing into index style funds that invest with no regard whatsoever to value, has created the “most... Show More

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A small cap with a global growth strategy

Nigel Littlewood
Nigel Littlewood Harness Asset Management

There are two things that make share prices rise. First, earnings growth which is the long-term fundamental driver, and secondly, multiple expansion which is a reflection of increased investor confidence. It stands to reason that during a crash, P/E multiples fall to cyclical lows as sentiment is negative, and during... Show More

How are Australian Cricket and Investing alike?

Nigel Littlewood
Nigel Littlewood Harness Asset Management

During the summer months, I enjoy listening to the Cricket on the radio. Unlike my father (who would inject it if he could), I’m no expert but I find it engaging while I’m driving or doing chores around the home. This Season I had an observation that seemed so parallel... Show More

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How High Can An Airport Fly?

Nigel Littlewood
Nigel Littlewood Harness Asset Management

Every boom busts..it's just a matter of when. The boom in yield stocks, that appear to posses safe earnings, has been significant. Sydney Airports has been distributing more than its cash earnings (after maintenance capex) for more than a decade. The stock appears to be priced for a perfect future.... Show More

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