growth investing

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...

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...

As the cloud computing revolution rolls on, everyone running a business knows that they're now able to cut down on costs such as servers, hardware and IT support. For...

The investing landscape will remain uncertain for the remainder of 2019, with bond and equity markets seemingly sending contradictory signals, GSFM and its fund...

During the first quarter of 2019, we have observed an acceleration in the outperformance of growth over value. This can be seen in the chart below provided by Deutsche...

Nearly 20 years after the last technology bubble, we’re in funny season again, and you don’t need to be an economics PhD to see it. Crazy valuations are being...

People often ask us what investment style is Ophir Asset Management? We respond we are style agnostic, if we believe there is money to be made buying a company that is...

The debate over whether a value or a growth style produces better long term investment returns continues, with staunch advocates on both sides. Certain high profile...