BOOK VALUE

In bull markets, there is no shortage of stock tips. But it's important to remember there is a difference between price and value

Everyone loves a dividend. But should they? Higher dividends mean lower growth, as the history of CSL and Telstra make clear

"The best place to hide something is in plain sight" Edgar Allan Poe We have spent countless hours these past few years hunting for asymmetric opportunities. We have...

Anthony Kavanagh from Chester Asset Management reckons he’s found a company trading at a discount to book value, with tailwinds in key end markets. If that sounds like...

The monetary and fiscal stimulus poured into the global economy, in particular the US, over the last 12 months has seen our team find new opportunities for growth and...