Equities
Tim Carleton

“All investing is value investing… the same calculation goes into it whether you’re buying some bank at 70% of book value or you’re buying Amazon at some very high multiple of reported earnings.” Warren Buffett, Berkshire Hathaway ASM 2019 We are frequently asked about why we own a few stocks that have... Show More

Asset Allocation
Tim Carleton

This is the question perplexing many market commentators. There is an adjustment occurring in the residential property market. Property prices nationwide peaked in late 2017 and have since fallen by 9%, bringing them back to mid-2016 levels. According to CoreLogic, property prices peaked in Sydney in July 2017 and have... Show More

Tim Carleton

“Digital disruption” has been a catch-cry for new technology companies that are challenging established and traditional business models. Investors often think of digital disruption as the world of growth and momentum investing, of companies in exciting developing industries and of the lofty valuations these businesses frequently attract. Show More

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