ellerston capital

In this interview, Ellerston's Bill Pridham provides an in-depth guide to the circular economy.

Defensive large caps are beginning to look awfully crowded, but that doesn't mean you can't find resilience in the small end of the market.

In this special live episode of Inside The Rope, David is joined by Alexandra Clarke (Portfolio Manager at Ellerston Capital), Rhett Kessler (Fund Manager and...

Australia’s top-performing long-short equities manager, had some choice words for global "unprofitable" tech stocks - "that part of the market is a...

A bunch of global companies should get a handy bump from the trade-off between commodity prices and their own price increases, says Ellerston Capital's head of small...

The real money with growth-stage companies is often made by investing when they are still private. As an extreme example, some investors turned a $5,000 investment...

If you had bought CSL when it floated in 1994, a little over a decade later you were sitting on a ten-bagger. Most investors would have been happy to cash in then, but...

It’s a rare opportunity to get to sit down with an economist of the calibre of Tim Toohey from Ellerston Capital. He was formerly the Managing Director, Chief...

Picking stocks is hard, but knowing when to sell them is even harder. As holders of stocks like Afterpay, A2 Milk and Appen have found recently, the urge to sell can...

By 2030 India is going to be the 3rd largest economy in the world, yet very few investors have exposure to this powerful growth story. “The economy is growing very...

Volatility is a fact of investing in financial markets. But rather than working against it, Bill Pridham, Co-Portfolio Manager at Ellerston Global Investments, says...

Connected lighting represents an enormous opportunity around the world. The global leader in this industry is Phillips Lighting. Here, Arik Star from Ellerston Global...

Over the past month our leading indicators of the industrial cycle have shown signs of peaking. The real question is whether this suggests the industrial cycle is...

After a benign few years in financial markets, Arik Star, Portfolio Manager at Ellerston Global Investments, says this year will be “materially different.” In this...

Have you ever pushed the limit? Sure you have, just that little bit further, just that little bit faster. It’s the secret to success. But also sometimes disaster…...

We all know that big caps are growth-constrained and mid and small caps are where you find the real opportunities in the market. For example, a2 Milk has seen its...