global equities

Vihari Ross and Andrew Mitchell reveal the global stocks they believe could look very different five years from now.

A year ago, Antipodes' Vihari Ross called Google the buying opportunity of the decade. How did her call turn out?

Multiple company name changes was one of the key red flags.

Genuine diversification is becoming increasingly difficult to find. It is precisely this scarcity that makes it valuable.

Japan's small cap stocks offer compelling value, trading at less than half the P/E ratio and 1/3 the price/book ratio of the Nikkei 225.

The big superannuation funds are printing near 10% returns for FY26, and more for the best growth funds, but are those good returns?

Will the trillions of dollars being poured into artificial intelligence by the hyperscalers ultimately earn an adequate return?

Let’s be honest, it hasn’t been difficult to generate double-digit returns in the post-COVID regime. But how did you get there?

Who will it be in the August reporting period?

Why filtering noise, why a long-term focus, and why independence all matter. A lot.