China is a key economic partner for Australia, being our largest trading partner for both imports and exports. Whilst our commodity exports to China make up the largest amount by value, our agricultural and consumer-related exports are experiencing greater growth. This presents some interesting investment opportunities for Australian listed companies... Show More

It is our view that concentrated portfolios offer superior risk-adjusted returns over the long term. In this piece, we put forward the rationale for a concentrated portfolio and offer a discussion on some of the existing literature on the subject. Show More