Paradice Investment Management

There are countless theories about the best way for investors to beat the market. Troy Angus, Head of Large Caps at Paradice Investment Management, has been able to consistently beat the market for over a decade and believes he has identified four key criteria that consistently lead to outperformance. Show More

Paradice Investment Management

Between the end of “reporting season” and mid December, we spend our time on the road visiting companies and looking for undiscovered gems. Visiting so many companies gives us a good feel for how the economy is performing. The reality is that it’s a mixed bag out there, but it’s... Show More

Paradice Investment Management

Anand Vasagiri, Portfolio Manager of the Paradice Global Small Mid Cap Fund, takes a contrarian approach to investing but says being contrarian is not just about buying stocks that are beaten up. Vasagiri believes there are certain disciplines that are still required when taking a contrarian approach to ensure a... Show More

Paradice Investment Management

Anand Vasagiri talks through a recent addition to the Paradice Global Small Mid Cap Fund. From a universe of over 14,000 potential investing opportunities Vasigiri explains the investment thesis that has resulted in the recent addition of a Mexican based industrial REIT to his portfolio. Vasigiri says that while REITs... Show More

Paradice Investment Management

Anand Vasagiri, Co Portfolio Manager at the Paradice Small Mid Cap Global Fund, shares his views on the attributes of companies that have been the targets of takeover activity. While investments are never made with the expectation of M&A outcomes The Paradice Global portfolio has seen 14 companies taken over... Show More

Paradice Investment Management

The Australian growth outlook remains modest. So far, very low interest rates have mainly resulted in higher property prices rather than the desired broader improvement in economic activity. Consumer sentiment generally remains soft. Despite the lower AUD, there is little optimism that the non-resource economy is going to materially accelerate... Show More

Paradice Investment Management

Emerging Markets keep presenting opportunities. 12 moths ago the Paradice Global Small Caps Fund talked about deploying capital in Emerging Markets, which at the time was quite a contrarian approach. During this period seven out of the funds top ten performing stocks have been come from Emerging Markets positions. Paul... Show More

Paradice Investment Management

The Australian growth outlook remains modest. So far, very low interest rates have mainly resulted in higher property prices rather than the desired broader improvement in economic activity. Consumer sentiment generally remains soft. Despite the lower AUD, there is little optimism that the non-resource economy is going to materially accelerate... Show More

Paradice Investment Management

Emerging Markets Provide Tasty Opportunities. Emerging Markets had a challenging year last year as the US Federal Reserve commenced tapering and bond yields rallied in the USA, putting pressure on Emerging Markets. As stocks were sold off in these markets, we spent a great deal of time screening for undervalued... Show More

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