glenmore asset management

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4 ASX stocks we like despite the macro uncertainty

We believe the widening valuation gap between large and small caps has created compelling opportunities. Here are four high conviction ideas
ARF
CCL
+2
Robert Gregory
Glenmore Asset Management
Equities

Glenmore stays bullish on small caps but sharpens its focus on valuation

After a blistering rally in small caps, Glenmore is trimming winners, backing structural growers and doubling down on valuation discipline.
CCL
NCK
PLS
+1
Chris Conway
Livewire Markets
The Pitch

When valuations depart from reality, be sure to stay disciplined

In this episode of The Pitch, Glenmore Asset Management's Robert Gregory reminds us why it's important to be disciplined when markets surge.
ARF
HUB
Chris Conway
Livewire Markets
The Pitch

The 3 key factors for this successful stock picker (and 2 ASX stocks he likes)

Glenmore Asset Management's Robert Gregory likes to keep things simple so that he can stay disciplined.
HUB
Chris Conway
Livewire Markets
The Pitch

One of Australia’s best stock pickers shares what’s at the heart of every great investment

Glenmore Asset Management's Robert Gregory has outperformed over an extended period. Here, he shares some insights as to how.
Chris Conway
Livewire Markets
Equities

Why it's worth waiting out Whitehaven Coal's 79% profit plunge

Whitehaven's earnings are down massively. But its recent acquisition of two BHP coal mines should add some muscle over the medium term.
Kerry Sun
Livewire Markets
6