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Growth vs Value in Australian Small Caps

Naheed Rahman

Growth vs value is a well-documented discussion in stock investing. It describes two fundamental approaches or styles to investing where in a basic sense, the growth approach seeks to invest in companies that exhibit strong growth characteristics (whether this be in the sales, earnings and/or cash flow of a company),... Show More

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Making concrete sexy: why GCP Applied Technologies is part of our portfolio

Chad Slater

A lot of the blogs and links we post focus on the macroeconomic angle as, we're told, readers have the most interest in those stories. Yet the reality of our weekly life is that looking at stock stories and understanding why we should want to own those businesses account for... Show More

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