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...

The lightning bolt of Afterpay might never strike again, but that shouldn't stop investors from seeking less dramatic multi-bagger businesses, says Merewether Capital...

Growth stocks have driven global equity markets higher over the past few years, but greater volatility in early 2021 may suggest that growth investors face a more...

Companies that are sitting in Australia with offshore earnings can be quite interesting in terms of investment potential. It might surprise people, but over 40% of the...

My previous article described why, with stocks down, fundamentals up, and mass institutional selling, now was the time to allocate to growth. In this article, I'll...

Why invest The simple answer to the fundamental question of why we invest is of course to make money. Perhaps to build personal wealth, or perhaps to build a...

In the past we have commented several times on the relative performance of value vs growth investing, including this article from the middle of last year, which...

High stock prices aren’t necessarily expensive, embrace a buy-and-hold mentality, and don’t spread your net too wide: these are core principles for Hyperion’s CIO and...

While there has been a recent resurgence in some cyclical sectors like mining and energy on the back of the ‘reflation thematic’, we believe the longer-term outlook...

In the February 2021 monthly update for the Platinum International Fund, we noted that: “When we look at long term (i.e. 35 years) valuation analysis, relative to...

2020 was a once-in-a-generation opportunity for pure-play ecommerce businesses, and there was a lot of money to be made by investors. However, as we move into 2021, is...