active management

Most articles we read are about hot stock tips to buy. Occasionally there are articles about “shorting” opportunities, albeit most are directed to sophisticated...

While understanding the fine print attached to any investment you buy is important, it matters in some asset classes more than others. When buying ASX listed shares,...

While there has been a recent resurgence in some cyclical sectors like mining and energy on the back of the ‘reflation thematic’, we believe the longer-term outlook...

Income investors have never had it so tough. Not only are the yields on everything from term deposits to bank stocks plumbing new lows, but volatility is rising making...

Before we get into the year award's for microcap fund of the year, I wanted to talk through the microcap fund manager review for Q42020. After a sustained period of...

We have chosen the 5-year anniversary of the Flinders Emerging Companies Fund to review the performance of active managers in the Australian Small Cap sector. It is...

FY2020 will for the time being at least go down as most volatile year ever for the S&P/ASX Emerging Companies Index since it started in January 2004. The S&P/ASX...

Context is everything; without it, information is just a meaningless collection of dots. Never were this more true for equity investors than heading into reporting...

Companies in the Australian small cap index are generally young, nimble and have the potential for high growth. However, among these small cap stocks, there is a...

“In finance, everything that is agreeable is unsound and everything that is sound is disagreeable.” Winston Churchill With the S&P 500 Index enjoying a rebound of ~28%...