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Investing can seem easy when markets are cruising along benignly, but when volatility picks up, it’s critical to have conviction in your holdings. Access the video...

When we last spoke to Andrew Smith from Perennial Value Management and David Allingham from Eley Griffiths Group, small caps were coming off the back of a period of...

Arden Jennings, Co-Portfolio Manager of the Ausbil MicroCap Fund, says the majority of his time is spent on 'bottom up' analysis of companies outside the ASX200. The...

12 months ago, David Allingham from Eley Griffiths Group and Andrew Smith from Perennial Value Management went head-to-head with their views on 5 microcap stocks....

For many years China has had a single focus of delivering high GDP growth. John Lake from Paradice Investment Management has recently returned from a visit to China...

The most important ingredient of a great investment is having an outstanding ‘horse and jockey’; a business that’s operating in an attractive industry, and a highly...

It’s no secret that the real opportunities in recent years have been among the high-quality emerging midcap names rather than traditional big caps. These are often...

Connected lighting represents an enormous opportunity around the world. The global leader in this industry is Phillips Lighting. Here, Arik Star from Ellerston Global...

The telco sector caused widespread pain in 2017 when it lost 23% to finish as the worst performing sector on the ASX. And not even 4 months into 2018, the sector is...

With value in short supply, managers usually berate the lack of opportunities they are seeing. However Graeme Carson from Cyan IM told us that early stage companies...

There’s an old saying that ‘there is no such thing as bad publicity.’ If you’re in the news you’ll stay top of mind – for better or worse. Right now a number of...

The share price of tech market darling, Tesla, rose inexorably more than ten-fold between early 2013 and early 2018. One manager not convinced by the hype was Jacob...

Traditionally, yields on Australian government bonds have been higher than their US counterparts. In fact, the last time US bonds traded at a premium was nearly 20...

Self-Managed Super Funds (SMSFs) typically invest in a rather narrow range of assets: equities, fixed income, property, private equity or infrastructure, and cash....

After a benign few years in financial markets, Arik Star, Portfolio Manager at Ellerston Global Investments, says this year will be “materially different.” In this...