active investing

Latest news and analysis on active investing

Microcap Fund Review FY18

FY18 was a strong year for both microcap and small caps indexes. Once again, microcaps significantly outperformed large caps. The S&P/ASX All Ordinaries Accumulation...
WMI
Mark Tobin
Coffee Microcaps

3 ways you can beat the fundies

Lawrence Lam
Lumenary Investment Management

3 Microcaps Stock to Watch

+3
Mark Tobin
Coffee Microcaps

Four more microcap stocks to watch

+2
Mark Tobin
Coffee Microcaps

Book Number 1 - The Education of a Value Investor by Guy Spier

Lachlan Hughes
Swell Asset Management

Book Number 2 - Seeking Wisdom from Darwin to Munger by Peter Bevelin

Lachlan Hughes
Swell Asset Management

Energy Action A Microcap Stock Redeemed?

Mark Tobin
Coffee Microcaps

Book Number 3 - Margin of Safety by Seth Klarman (Revised May 18)

Lachlan Hughes
Swell Asset Management

Book Number 4 – The Most Important Thing by Howard Marks (Revised May 18)

Howard Marks is the Chairman and Founder of Oaktree Capital Management, an investment firm managing over $120B. This is not a how to invest book and you will not find...
Lachlan Hughes
Swell Asset Management

Book Number 5 - Only The Paranoid Survive by Andrew S. Grove (Revised May 18)

Long before the term disruption was popularised by Silicon Valley, high quality business managers have been alert to the existence of change. In fact, Joseph A....
Lachlan Hughes
Swell Asset Management
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