One of the more seductive pseudo-science arguments making the rounds in the market today is that the current period of low market volatility is a warning sign to be fearful of. In this video and edited transcript below, Emma Davidson asks Miles Staude if investors should be worried by low... Show More
One area where bears seem to get a lot of traction is frightening people with the idea that the bull market has gone on for too long. And there is a lot of pseudo-science that gets peddled around the market these days on this theme about share market cycles and... Show More
New Listing Today: Global Value Fund Limited (ASX:GVF) - 11:00am. Offered to investors at $1.00 per share, a listed investment company (LIC). Australian investors will recognise a few familiar faces on the listed fund's board. Australian Infrastructure Fund chairman and former Herbert Smith Freehills partner Jonathan Trolip will head the... Show More
Wilson and Cuffe backing the new Activists in town. Geoff Wilson of Wilson Asset Management and Chris Cuffe, the ex-head of Colonial First State have put their cash and names behind a new LIC. Cuffe and Wilson have plenty to occupy their time, so their backing of the Global Value... Show More
Global Value Fund (GVF): International Discount Asset Play. GVF specialises in capturing value from discounted assets globally. The fund predominantly invests in an international portfolio of closed end funds taking advantage of substantial discounts to observable underlying value and seeking to unlock this value by employing its proprietary strategies. The... Show More