When You See Value It Smacks You Right In The Face

Ron Shamgar
Ron Shamgar TBF Small Cap Value Growth Fund

In the wonderful world of value investing, we sometimes come across businesses with incredible economics. As we dig further and read through the financial reports of these companies, we sometimes feel as if value emerges from the pages and smacks us right in the face. In this article we will... Show More

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Mitula: A clear strategy to drive value for shareholders

Perpetual Limited
Perpetual Limited Fund Manager

Mitula is a ‘vertical search’ website operator that aggregates online classifieds, providing users with the ability to obtain search results from multiple advertisers with one search query. The current portfolio includes over 170 websites in 45 countries and offers four primary verticals: real estate, employment, vehicle sales and fashion. Mitula... Show More