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Ellerston Global Investments Limited (ASX: EGI) owns a concentrated portfolio of global companies you are unlikely to find in most global equity portfolios. The highly...

Recently, we had the opportunity to work with the Australian Shareholders Association (ASA) to showcase ideas and strategies from a range of Listed Investment...

The terms ‘growth’ and ‘value’ are used in ways that suggest you can divide stocks and investors into two opposing tribes, like Democrats and Republicans or the...

It is important to find ideas where companies can generate cash flow growth regardless of the macro backdrop. Here we look at five stocks that pass our filters and...

Companies in the IPO phase are often mispriced at issue. They are rarely independently researched, there is often little knowledge of the business, finances and...

For much of the last decade, many investors were lured to a particular class of equities which, as they believed, would deliver yields greater than what could be...

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...

If you're like me, you may not have the stomach for holding too many stocks trading on prices equal to more than 60 times analysts' consensus forecast earnings per...

We first heard of Acrow (ACF) many years ago before it was listed, when researching listed competitor GCS. This was before the east coast infrastructure boom, and thus...

It’s not often that you find a company that’s been listed for 30 years, pays a 6% dividend yield and trades on a single digit earnings multiple. That’s exactly what we...

Last week the Bank of England put top executives at banks and insurers on high alert to vastly improve their planning for the long-term risks of climate change. The FT...

The performance of Shanghai Composite Index is lagging the US market by a massive 30% so far this year. Mary Manning says this divergence is extreme when compared to...

Today I review research that shows if Labor eliminates negative gearing and increases capital gains tax by 50%, national house prices could fall 9-12% on top of the...