australian equities

The Katana Australian Equity Fund (KAEF) is a long-only, actively managed investment fund that invests in a range of Australian listed companies. Since inception in...

Eley Griffiths Group has been successfully investing in small caps since 2003. Last year the firm launched the Emerging Companies Fund, which is focussed on uncovering...

Software companies often attract a very high valuation, at least at face value. Drilling down deeper into the economics of these business reveals the real value of...

Janus Henderson Group (JHG) is a global asset manager listed on the ASX and NYSE. In 2017 London based Henderson Group (which was created after its spin-off from AMP...

The rhythm of life is no different to the rhythm of economic and corporate cycles. The optimism of birth, the excitement of growing up, the cynicism arising from the...

Caltex Australia Limited is the leading provider of transport fuels in Australia, providing about 20% of the total fuel market. In addition to being a vertically...

Many investors wouldn’t have touched Whitehaven Coal with a hazmat suit on. It was January 2016 and thermal coal had just hit US$47/ton. Under the weight of $925m of...

Veris Limited (VRS: ASX announced another acquisition in its continuing strategy to rollup firms in the surveying and urban/regional planning business. Veris decided...

Dividend lovers: we’re witnessing a bit of a changing of the guard when it comes to the performance of ASX listed companies. Financials and in particular banks –...

What do Amazon, Buffett and Sydney CBD retail have in common? You know about Amazon and its potential to destroy retailers. While Amazon’s Australian launch last...

The recovery in global stock markets has turned into one of the strongest bull markets on record, eclipsed only by the 1990s bubble in technology, media and telecoms....

The sky is not falling was the message in September 2017. Our message was that the overall market did not show excessive valuations, which generally is a precursor to...

The underperformance of the Australian share market versus global equities over the past few years has assisted to break the back of the idea that you must invest...

One of the businesses we believe is well-positioned for a strong 2018 is traffic enforcement technology provider, Redflex Holdings (ASX:RDF). RDF is one of the...