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I recently sat down with Ben Clark from TMS Capital to find out which results have grabbed his attention this reporting season. Clark is well known to many...

Australia's banks are allowed to arbitrage global regulatory rules on best-practice liquidity requirements to maximise their returns on equity. This comes at a direct...

Last year was a tough year for global earnings. The pandemic shook up global markets, with large earnings drawdowns across the world. In particular, global small and...

There are a few things in life we all love with reckless abandon. That first sip of a cold drink on a warm summer's day, puppies, travel (minus the flights and/or...

A traditional approach to value investing can rely on owning low-multiple stocks expecting mean reversion to generate long-term alpha. In our view, this is a flawed...

For the last couple of years, we haven’t been able to open the Australian Financial Review or pull up the Livewire site without seeing another article about Afterpay...

As a fundamental value manager, one way we can add value is avoiding stocks which look cosmetically cheap but are in fact value traps. A few value-style companies...

In a world of daily financial chatter, it’s easy to get distracted from what drives the core of long-term returns; the power of compounding. Growing $10,000 at an...

Local market started the new week with a positive day after five consecutive negative days last week. Last week was the first 5 consecutive negative days since Feb...

For the first time in over a decade, a new economic cycle may be underway – a ‘reflation’ cycle characterised by faster economic growth, higher inflation and ongoing...

Throughout last year’s recession and the ensuing recovery, many equity investors felt compelled to chase near-term, macro trends or investment factors that sometimes...

There is a lot of noise in the financial press (meme stocks, crypto, central bank policy, etc.) and so it’s hard to really know what to focus on. In times like...

BHP had a terrible week falling ~16% after announcing FY21 results, the unification of their structure, the proposed spin-out of their Petroleum division to Woodside...

Is your global large cap exposure all alone? Sitting within your portfolio with no help for the bad times, no partner to help make the good times even better? We have...

It was a record-breaking US reporting season by all accounts. So much so, that when I sat down to chat with Bruce Apted, head of active quantitative equity for State...

The Delta variant has become the predominant strain of COVID-19 in much of the world. In response, we're seeing a return to lockdowns and other socially...

The potential for a slowdown in the world’s two largest economies is feeding concerns that global growth may have peaked Both countries are also facing another wave...

At just 23 years’ old, Harley Grosser did what many of us only ever dream of and founded his company, Capital H Management. At the time, he had $50,000 of his own...

I don't want to get back into the speculation game of what the RBA does or does not do in September. I've covered this territory before --- with the surprising move...

When receiving my jab last month (thank you nurses at RBWH in Brisbane for your excellent care!) I couldn’t help wondering how much all these vaccines were costing....