Expert Insights

Two companies with star qualities

Fund managers approach the running of their portfolios in a variety of ways. For example, some may liken it to the running of an elite sporting team where you maximise...
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A remarkable company in an overlooked industry

There’s a famous saying that investors should follow the money to find great companies. For Qiao Ma and the team at Cooper Investors, they are more interested in...
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3 pockets of value for patient investors

If there’s one thing to say about this market, it’s that investors appear happy to leave the unloved sectors ¬alone. Take oil, for example. The oil price is currently...
AWC
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Why this manager is avoiding today’s ‘hot’ stocks

When the pandemic hit, there was a number of companies that garnered more attention than others. Consider Zoom, which now has a market cap of $US85 billion – $US10...
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What two decades of private equity investing has taught us

One of the pioneering local private equity investment programmes sits within MLC Asset Management. With 23 years of private equity experience Jonathan Armitage, the...
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Nimble, diverse and scarce

What do a garden centre, an Indian food company, an IT service provider and a video game maker have in common? According to Jonathan Armitage, chief investment...
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Challenging markets, attractive opportunities

2020 has thrown up plenty of challenges making it a testing time for investors and managers of companies. Jonathan Armitage, Chief Investment Officer of MLC Asset...
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The next big thing for income investors

The emergence of renewable energy as an asset class in Australia presents an exciting new potential opportunity for income investors seeking high and stable yields in...
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Where’s the value in this high-quality growth stock?

Investors have celebrated the growth story of Pro Medicus, shares in the stock have surged from $2 to $23 in the past five years. The company appears expensive, with a...
PME
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What makes a good property these days?

Gone are the days where “prime property” is defined by its location, says Andrew Schwartz of Qualitas. The term is now being reshaped by the nature of the cash flow...
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The holy grail of investing

When investing in a new company, there's a lot to consider. Past performance, management's track record and future earnings potential are all critical areas to...
WSP
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A sustainable growth stock that is not well understood

Growth in data consumption is a long-term trend that has accelerated and become more entrenched in 2020. There are multiple ways to invest in this trend with the...
MP1
NXT
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The state of play in commercial real estate

Commercial real estate transactions have slowed down noticeably as the Australian economy digests the economic impact from COVID-19, according to Andrew Schwartz of...
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Australian equities are still the place for income

Income investors have been hit hard by 2020. Bonds are sitting at ~1%, yields are low, and dividends have been slashed. But according to Michael Maughan, Portfolio...
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A five-step process for finding quality stocks

It’s widely accepted that if you’re after a premium offering, you’ll need to pay top dollar. This doesn’t deter Michelle Lopez and the team at Aberdeen Standard...
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Businesses where size is a built-in edge

Being the largest player on the field is not an advantage in every sport, but if you’re 7 ft on a basketball court you have a built-in edge. Likewise, there are many...
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Are banks still a good place for income?

The COVID-19 crisis has seen banks slash dividends, two of Australia’s big banks deferring dividends indefinitely. There is looming uncertainty as to whether banks...
+1
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The single most important concept in markets today

In the wake of the Global Financial Crisis, the world shifted away from the Yellow Pages. Now, they’re merely used as seat boosters. Joe Magyer, CIO at Lakehouse...
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Are you brave, or are you foolish?

We asked Michelle Lopez, Head of Australian Equities at Aberdeen Standard Investments, if she was bullish or bearish on the outlook for markets. “It's a very brave...
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Why quality trumps price

In his previous video, high conviction fundie Stephen Arnold of Aoris Investment Management shared insights around his simplicity-led investment process and why he...
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The most exciting company this reporting season

Some would label it Australia’s biggest disappointment. After being slammed by the NBN rollout, Telstra now faces its next biggest challenge - 5G. So, is now the time...
TLS
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Joe Magyer's ingredients for outperformance

The one question all investors want to know the answer to – what shape will the recovery look like? For Lakehouse Capital’s Chief Investment Officer Joe Magyer, that...
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“Focus like a laser, not a flashlight”: the sectors Aoris avoid

For Stephen Arnold, Chief Investment Officer of Aoris Investment Management the best way to protect capital is to own ‘all weather’ stocks. These are those rare...
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Investing in tech without the nosebleed valuations

Vince Pezzullo, Deputy Head of Equities at Perpetual, explains that companies need to clear four hurdles before being considered for investment. The criteria are a...
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How does SME financing work and where does it sit in your portfolio?

In our last two videos Brett Craig of Aura Group covered off the significant funding gap and opportunity in the SME market, and how the sector is adapting to a...
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