global value fund

Debunking the bears part 3 – Should we be worried by low volatility

Miles Staude

One of the more seductive pseudo-science arguments making the rounds in the market today is that the current period of low market volatility is a warning sign to be fearful of. In this video and edited transcript below, Emma Davidson asks Miles Staude if investors should be worried by low... Show More

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Debunking the bears part 2 – Valuations are stretched

Miles Staude

Where the argument that current share market valuations are too high generally breaks down is that it is based on comparing current P/E ratios to very long-run historical averages. In this video and edited transcript below, Emma Davidson poses the question of whether valuations are too high to Miles Staude... Show More

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Debunking the bears part 1 – The bull market has gone on too long

Miles Staude

One area where bears seem to get a lot of traction is frightening people with the idea that the bull market has gone on for too long. And there is a lot of pseudo-science that gets peddled around the market these days on this theme about share market cycles and... Show More

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US small caps due for a catch up

John Kimber

Just in case the doomsayers about the current strong US economy and its durability, have got it wrong, and the current US expansion proves more durable than they expect, we have looked at Small Cap Value Stocks, which have lagged well behind Large Cap Growth. Show More

The good news story Australia is missing

Miles Staude

Having spent the last 3 weeks on the road around Australia, the most striking takeaway is how bearish the local investor audience is relative to the optimism that is building offshore. In London, market sentiment views the 24% rally we’ve seen in global share markets over the past year as... Show More

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Executive Series - Global Value Fund (GVF) Portfolio Manager, Miles Staude

CommSec

Juliana Roadley speaks with Global Value Fund (GVF) Portfolio Manager, Miles Staude about the fund's performance, its discount capture strategy and the potential impact of Donald Trump’s surprise win Show More

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'Brexit' - A view from London

Miles Staude

As a Londoner and a “remain” voter Friday was a very sad turn of events for me. It is important to know however that the final outcome does not necessarily have to be as bad as the initial headlines have made out. What the UK was actually voting on was... Show More

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New Listing Today: Global Value Fund Limited (ASX:GVF) - 11:00am

Matt Felsman

New Listing Today: Global Value Fund Limited (ASX:GVF) - 11:00am. Offered to investors at $1.00 per share, a listed investment company (LIC). Australian investors will recognise a few familiar faces on the listed fund's board. Australian Infrastructure Fund chairman and former Herbert Smith Freehills partner Jonathan Trolip will head the... Show More

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