Steve McCarthy

The art of long term investing appears to becoming rarer these days in a market where short term price action is the most focused upon investment input. However, we have always generated our most significant returns by holding onto our best stocks for the long term. Rather than reacting to... Show More

Steve McCarthy

Meeting with management from small cap companies is an important part of any professional investors process. Here we share our thoughts following recent meetings with the teams from 5 microcap companies on our radar, including Pioneer Credit, Gale Pacific, Joyce Corp, Blackwall and Zenitas Healthcare. Show More

Mark Tobin

Investing is full of mistakes. If we are unable to accept we were wrong in our thesis around a stock and it is now time sell, well we won't last long in investing. Even the best fund managers are only getting 6 out 10 of their picks right the other... Show More