active investing

Most social scientists share the view that the GFC in 2008/09 played a major role in further polarising modern day societies.To get an accurate insight into what is...

Legendary investor Howard Marks from Oaktree Capital recently released his latest client memo. This time centering on COVID 19 and its effects on markets.In it were...

We have a saying at ECP, 'sleep well before eating well'. As a high conviction fund manager with a focus on capital preservation, we need to sleep at night knowing our...

Explorer Sir Ranulph Fiennes is known to have said, “There is no bad weather, only inappropriate clothing.” This seems particularly apt at the moment as global...

Passive investing continues to grow in popularity. In the US alone, 50% of equities are invested via passive strategies. While low fees are an attraction, history has...

As we approach the final weeks of calendar year 2019, the global investment community remains as polarised as ever on what to expect next and how best to position...

In August this year, passive US equity assets under management (AUM) surpassed those in active funds for the first time. As the popularity of passive...

The first six months of calendar 2019 have again superbly proved as to why this equities bull market has been dubbed "the most hated in history". At face value, equity...

Yes, we have all heard that India’s growth story is going to be a standout relative to the rest of the developed or emerging economies. So, what is the best way to...

The latest episode of Coolabah Capital’s Complexity Premia markets/investing podcast is now live over at Apple here or at Podbean here.In the latest episode we...

At the start of every year we publish our Equity Strategy Key Themes report, which as the name suggest discusses the key themes our team believes will impact asset...

The majority of microcap funds continued their good start to 2019 and the majority of managers appear to have recovered some of the losses suffered in the final...

The world’s youngest billionaire was crowned in 2019. At age 21, Kylie Jenner and her business Kylie Cosmetics were included into this club. This rapid success...

January this year brought the sad news that Jack Bogle had died. Mr Bogle, the founder of the Vanguard Group, was the great pioneer of passive investing. Since he...

Conventional wisdom typically holds that actively trading positions in your portfolio destroys value. Whether it’s Warren Buffett recommending a “buy-and-hold”...

We take our monthly look at the returns of Australian Microcap Funds. The majority of funds endured double-digit and drawdowns in the Dec 18 quarter. This large...

We take our monthly look at the returns of Australian Microcap Funds. While most funds avoided the large drawdowns seen in October the majority still posted small...

Well, October 18 was a brutal month for microcaps with the S&P/ASX Emerging Companies Index closing down 10.9% for the month, Yikes! Although things have stabilised in...

Q1FY19 was a challenging quarter for microcap managers but the majority of managers navigated the market well with the average manager posting a return of +2.6% for...