growth

Zenith Energy: Fueling Growth

Naheed Rahman

Zenith Energy (ASX:ZEN) builds, owns and operates (BOO) remote energy power stations for a range of industries including the resources industry. Clients include Newmont Mining, Chevron, Northern Star, Independence Group, Incitec Pivot and Dacian Gold, among others. The group currently has an owned installed generation capacity base of 183MW in... Show More

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Growth vs Value in Australian Small Caps

Naheed Rahman

Growth vs value is a well-documented discussion in stock investing. It describes two fundamental approaches or styles to investing where in a basic sense, the growth approach seeks to invest in companies that exhibit strong growth characteristics (whether this be in the sales, earnings and/or cash flow of a company),... Show More

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Rotation to value has a way to go

Nikko Asset Management Australia

The defensive bull-market that saw the safe companies, and secular growth stocks, rally to unsustainable highs ended in August 2016. This rally appeared to be unprecedented in both magnitude and duration. Multiples of these stocks have compressed significantly since then, as rising interest rates and global growth outlook burst the... Show More

The Dawn of a New Era of Value Investing

Clime Asset Management

The first half of FY2017 has certainly delivered some unexpected outcomes - Donald Trump's election as the 45th President of the United States and the following positive market reaction stunned the world. Amidst the resulting volatility in bond and equity markets lies a wealth of opportunity for those who care... Show More