growth investing

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...

Just as many of today’s most successful companies started out as micro-caps, some of the current cohort of ASX-listed earlier-stage companies are now graduating to...

Value investing is one of the oldest and most intuitive styles of equity investing. Often more formally defined as an investment strategy of aiming to pick stocks that...

Previously an actuary, Andrew Martin knows the importance of “valuing future financial risk" within investing better than most, especially in a world of relentless...

Structural headwinds COVID-19 has wreaked havoc on the global economy, adding to a growing number of headwinds which include high levels of debt, an ageing...

The Covid Crash was a stark reminder of the virtues of a long-term mindset and a focus on high-quality companies. It’s old hat for us at Lakehouse Capital, though,...

When we think about growth versus value, and this is very topical now because growth stocks are doing well, I think it's important to recognise that this has actually...

Companies go through life cycle changes just like people do. Where individuals can experience childhood, college, raising children and having careers, companies might...

There’s no doubt COVID-19 has been causing a roller-coaster of concern for investors. But Alex Vynokur, BetaShares chief executive officer, says the situation has also...

In the previous video, Roger Montgomery of Montgomery Investment Management and Ben Clark from TMS Capital stressed the importance of not overpaying for growth...

Increasing competition Since the GFC, global economic growth has been weak, particularly across the developed world, and this is a trend which we expect to...

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...