Equities

There was a time when miners were to be avoided for those in search of income, but things have changed for the major players in the sector, according to Troy Angus, Head of Australian large caps at Paradice Investment Management. The hard-learned lessons of the last boom have been ingrained... Show More

Equities

Back in late 2017 when BHP was $26 and unloved, Troy Angus, Head of Australian large caps at Paradice Investment Management made the case for the stock in a Livewire interview. Fast-forward to today, and the stock is close to $40, and paying dividends. We recently sat down with Troy... Show More

Equities
James Marlay

One of Australia’s most iconic funds management firms will celebrate its 20th anniversary this year. From humble beginnings with just $30 million of assets under management Paradice Investment Management today manages ~$16 billion across five strategies invested in Australian and Global Equities. The culture at Paradice is performance focused, which... Show More

Equities

With a market capitalisation of nearly $100 billion and having produced returns of more than 20,000% (200x) for early investors who stuck with it, CSL is one of the true Australian success stories. But what has allowed them to achieve such outstanding success? Troy Angus, Head of Large Caps at... Show More

Equities

With so much discussion about the maturity of the current bull market, it would be easy to assume that corporate balance sheets have fallen into the same state of disrepair we saw before the GFC. Troy Angus, Head of Large Caps at Paradice Investment Management, had only recently launched his... Show More

Troy Angus

BHP has delivered for shareholders in the 12 months since we laid out our bullish thesis on Livewire which you can see here. Collectively Andrew Mackenzie as CEO and the recently installed Chairman Ken MacKenzie have done a good job in managing the business and the balance sheet. Show More

Troy Angus

Some of the key issues we are considering as we look into the next financial year are as follows: Will global growth momentum be sustained? Can geopolitical tensions derail the economic expansion? What absolute level of long-term interest rate becomes an impediment to equity prices continuing to rise? Will oil... Show More

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