Australian value investing

With Growth stocks and momentum largely driving markets over the past decade, it's easy to be swept up with the crowd and invest in the "next big thing". However, it...

With lots of hype around some rapidly growing sectors with fast paced businesses, it can be easy to overlook opportunities amongst the noise. In this weekly update,...

There's nothing better than a discount, and nothing better than beating the crowd. Well folks, welcome to value investing - where everything is on sale! But as with...

Not too long ago, in November of 2020, the investing gods answered the prayers of value investors and the market experienced a rare rotation from growth into value...

Casting a critical eye over the Value stock universe, our four fund managers reveal which sectors they’re most bullish on as the vaccine-led reopening and recovery...

Twelve months on from the COVID-19 led market correction, the rotation to value stocks has continued as further economic re opening beckons. Locally, Consumer...

On Sunday night, it was announced that Crown Resorts (ASX: CWN) was the subject of a takeover bid by US PE firm, Blackstone group. The bid came after a slew of...

What’s become clear from this global pandemic is that the global economy has been reset. That presents an opportunity for value stocks to rebound, as they typically...

Through big sell-offs and volatile markets, high-quality companies can help steer an investor's portfolio straight. We believe it is the inherent strengths of...

The Collins St Value Fund* returned 44% (gross) in CY 2020, ranking #1 out of all long-only Australian equity funds for the year as measured by Mercer. The process...

The once-in-a-century pandemic that is COVID-19 has wrought havoc on global economies and markets. A number of sectors that are typically defensive during slowdowns...

How important are rankings of managed funds’ results during the past 12 months? How should investors interpret them? In a key sense, rankings ARE important – but NOT...

2020 has been challenging and complex, however successful investing is a forward-looking exercise and it's now time to move on. With the US elections (somewhat)...

Growth stocks dominated markets in 2020. So much, so that value investing has now had it worst run in twenty years. The speed at which these companies grew captivated...

Henrietta Howland (“Hetty”) Green (1834-1916) exemplifies the practice of investment that Benjamin Graham pioneered in the 1930s, Warren Buffett has advocated since...

Do today’s minuscule rates of interest justify stock markets’ sky-high valuations? Bulls often imply – and sometimes boldly assert – that they do, and mainstream...

The share price of Reece (ASX:REH) – Australia’s biggest supplier of plumbing and bathroom products – has outperformed the broader market for many years....

With more than six months of COVID-19 disruptions behind us, there have been some clear winners emerging as a result of changes in spending patterns and the shift to...

In 1976, US economist, Herbert Stein, famously stated that “If something cannot go on forever, it will stop.” His observation could well be applied to the ballooning...

One of the most fundamental dichotomies that can be drawn in equity markets is the one that separates “value” from “growth”. In simple terms, you pick a basic metric...