global value fund

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

Miles Staude
Miles Staude Global Value Fund

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
John Kimber Independent Investment Research

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
Miles Staude Global Value Fund

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
CommSec Online Stockbroker

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 https://youtu.be/IPflJTdhWNM Show More

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'Brexit' - A view from London

Miles Staude
Miles Staude Global Value Fund

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
Matt Felsman Asia Pacific Prudential Securities Pty Ltd

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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