ASX:GVF

Debunking the bears part 1 – The bull market has gone on too long

Miles Staude
Miles Staude Global Value Fund

One area where bears seem to get a lot of traction is frightening people with the idea that the bull market has gone on for too long. And there is a lot of pseudo-science that gets peddled around the market these days on this theme about share market cycles and... Show More

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The good news story Australia is missing

Miles Staude
Miles Staude Global Value Fund

Having spent the last 3 weeks on the road around Australia, the most striking takeaway is how bearish the local investor audience is relative to the optimism that is building offshore. In London, market sentiment views the 24% rally we’ve seen in global share markets over the past year as... Show More

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Daily AGM Note, Wednesday 23 November 2016

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Kym Sheehan The Executive Remuneration Reporter

First strikes at Keybridge Capital and CMI, second strikes avoided at Webjet and Oilex...plus results for Estia Health, Hill End Gold, McGraths, Energy Technologies, Cash Converters, Global Value Fund and BPH Energy. You'll find today's note at this link https://subscriber.theexecutiveremunerationreporter.com.au/archives/16640 Show More

Bell Potter LIC report: September Quarter

Bell Potter
Bell Potter Stockbroker

Given that nearly 60% of the Listed Investment Companies (LICs) in our coverage have delivered strong outperformances over its benchmark over the last 10 year p.a. - we still see the compelling proposition a LIC presents in an investment portfolio. In our new LIC Quarterly, Analyst Nathan Umapathy profiles 42... Show More

Executive Series - Global Value Fund (GVF) Portfolio Manager, Miles Staude

CommSec
CommSec Online Stockbroker

Juliana Roadley speaks with Global Value Fund (GVF) Portfolio Manager, Miles Staude about the fund's performance, its discount capture strategy and the potential impact of Donald Trump’s surprise win https://youtu.be/IPflJTdhWNM Show More

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'Brexit' - A view from London

Miles Staude
Miles Staude Global Value Fund

As a Londoner and a “remain” voter Friday was a very sad turn of events for me. It is important to know however that the final outcome does not necessarily have to be as bad as the initial headlines have made out. What the UK was actually voting on was... Show More

global value fund Longform brexit Miles Staude ASX:GVF

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