Australian value investing

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...