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The Australian healthcare sector has been the best performing sector of the Australian share market over the last couple of years, although this statistic masks...

For a while there Lovisa (LOV) was a bright spot in Australian retailing. A domestic success story conquering the world. But that was a few months ago. In October the...

Last year, we compared the global economy to a fit runner competing in a marathon. As we approach the end of 2018, the runner is still in good shape but facing an...

We don't really break up between ‘growth’ and ‘value’. To us these constructs don’t really matter. The question is what is a company’s intrinsic value and, more...

Aristocrat Leisure Limited (ASX:ALL) diversified its exposure beyond gaming machines with its acquisition of social casino business Product Madness and the internet...

The recent listing of QEM Limited is well timed to capitalise on the resurgence of interest in vanadium, with V2O5 prices rising 6-fold to ~US30/lb since the US$/5lb...

If you’d invested $20k with Platinum Asset Management when the firm opened in 1995 you’d be sitting on around $320k today, a return of ~12.6% per annum*. However, the...

In our previous paper entitled “Which superannuation funds may be affected by the ALP franking credit proposal” we found that members of many superannuation funds, not...

Whilst the number of listed investment companies and trusts continues to grow due to new offers coming to market, there has been an increase in the amount of corporate...

Some US homebuilders’ share prices are down more than 50% this year. A large cohort of the global auto sector is trading at 6 to 8 times earnings. These sectors are...

Recent market commentary on Corporate Travel Management (‘CTD’) has convinced some investors to pack their bags, whereas we, ECP Asset Management (‘ECP’), view this as...

Healthcare is often viewed as a good defensive place to invest because it is relatively insensitive to economic cycles. Over the past 12 months the healthcare index...

There are five key things we look for in companies that we seek to buy and own. But to be honest, it's actually quite hard to find all those things together. Our...

Two years ago this month, Morphic made a rare foray into the “battleground” that is Australian property views. We say battleground because, a bit like schooling,...

October’s share market plunge confirms the view that traditional investment methodologies have their limitations and can be a very unsettling way to protect and grow...

There is one specific reason as to why I would caution investors to have high expectations about the local share market post October carnage, and that is because of US...