growth investing

Have Australian investors mistaken their strategy all these years? As markets emerge from the “Corona Crash”, it’s evident that high growth stocks continue to be the...

There can often be pitfalls in pursuing a 'one or the other' strategy in equities. Hunting income can lead to yield traps. Chasing growth may result in overpaying for...

I’d like you to take a quick guess. How many dollars’ worth of fiscal and monetary stimulus do you believe has been pumped into the global economy since the start of...

COVID-19 is wreaking havoc on the markets, but the silver lining is that quality companies are available at attractive prices once again. The question though is how to...

It’s no secret that when economic conditions are favourable, most businesses are able to do well. Even portfolios containing average and low-quality firms may see...

As growth equity investors, our day job usually involves tracking down great companies that can win in areas of strong structural change. However, as absolute return...

As usual, I start with my long held view that the short term for investment markets is much harder to forecast than the long term. Therefore, I outline our...

I know a lot of you hold big holdings in banks for income, so have we, but it has, in hindsight, been one of the biggest Australian investment mistakes of the last...

It's not just Afterpay that has slipped recently, a few of the WAAAX stocks seem to be melting. Yet this may just be part of a wider trend of capital switching from...

At the start of September 2019, we saw some of the strongest signs of life from value stocks since 2016. Whilst the equity market moves themselves were small, the...