Australian value investing

Despite the record reporting season past and the major wall of cash returned to investors this year, we at Airlie can't help but feel things in markets are a little...

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...