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A key aspect of our philosophy is that “every company has a price”. This leads to us looking across the entire market for investment opportunities. In that process...

With Labor tipped to win the next election, and franking credits in their sights, here are eight reasons we believe conservative investors looking for sustainable...

Ten years ago, US investment bank Lehman Brothers filed for bankruptcy, marking the most symbolic moment of the global financial crisis. It remains the largest...

Monash Investors first discussed Emeco back in early September 2017, “A cyclical stock on its way back up” when its share price was 18c. Now at 35.5c it’s almost...

The current bull market is now the longest in history, so not surprisingly the main question we are regularly being asked is, what now? The broad-based US Russell...

In our piece titled ‘Is this the Next Credit Corp?’ in May 2017, we made the case for why we considered PNC to be the standout amongst emerging companies on our radar....

Investor psychology is arguably the biggest determinant of long term investment success, and has a greater impact upon long term investment performance than even asset...

“I’m not particularly worried at the moment. Two years out is when I’m worried about. It’ll be more of a dollar crisis than a debt crisis, and I think it’ll be more of...

This article intends to help investors understand the history of the LIC market that led to the innovation of LIC options, as well as the current LIC option market. It...

In Australia today, growth is forecast to be around 2.5%, commodity prices are stable, jobs are strong, and inflation is low and stable. But in the background, risks...

Alphinity seeks to invest in quality, undervalued companies that can deliver an ‘earnings surprise’ to drive outperformance. We have found that a positive earnings...

10 years into the recovery, and with valuations close to or at historical highs, there’s little denying that we’re getting late in the cycle. However, Amit Lodha,...

Very few activities in life are both worthwhile and easy, and investing is no exception. While jumping on the latest high-flying momentum stock might win you the...

Today I wanted to provide some depth on how we use VIX products to manage risk in The Vega Fund portfolio. As far as we know, we’re the first fund in Australia to...