growth investing

In his excellent book, ‘Range. Why Generalists Triumph in a Generalist World’, David Epstein tells the story of the figlie del coro, literally, ‘daughters of the...

In times of extreme market volatility, it can be useful to refer back to the prominent former mutual fund manager Peter Lynch, who observed that the secret to making...

Investors are well aware that equity markets have commenced 2022 with severe volatility and big price declines. Russia’s brutal invasion of Ukraine and economic...

Investors have been promised an elixir of big returns and low volatility. But the truth is, to achieve outstanding long-term returns, you must be prepared to endure...

Most investors are aware that artificial intelligence, or AI, is an important technological transformation. Yet many still underestimate the sheer power of this...

Lovisa is an attractive growth story with a global store rollout opportunity. Lovisa’s vertically integrated business model underpins their high gross margins,...

The strong returns delivered by private equity are well documented. As a practitioner, I wanted to provide perspectives on why this might be the case: a first-hand...

This episode of Success and More Interesting Stuff features high-profile fund manager Geoff Wilson, my former boss and colleague. I went to work for him in the...

Microcaps are a big universe and screening tools help you sort through it, but they're blunt tools on their own. Luke Winchester from Merewether Capital believes that...

Making profits is better than bleeding cash, obviously. But as a microcap investor, Merewether Capital founder Luke Winchester takes a more nuanced view. For young...