High conviction

Looking at the reporting season scorecard, there was a vast improvement compared to last year. 15 REITs provided either EPS or DPS guidance. Those withholding guidance...

Fund manager James McDonald at the Pengana High Conviction Equities Fund provides insight into some of the current opportunities arising for the Fund. In particular,...

Claremont Global is a boutique fund manager owning the best 10 – 15 companies globally. Over the last three years the Fund returned 22.3% p.a., an outperformance of...

With the latest US CPI reading over 5%, we have been receiving a number of questions from investors about what this means for the future composition of our...

The last three months have seen a dramatic rally in the AREIT sector as Australian 10-year bond yields came down from highs of 1.9% in late February to 1.5% currently,...

Within the last 12 months the market narrative has switched from fears of deflation to concerns of inflation. This narrative is often coupled with the forecast that...

When thinking about COVID winners, a 70-year-old US-centric payroll solutions company is unlikely to be top of mind. However, complex requirements for stimulus...

Management team changes can be typically disruptive for companies, often because it may further compound the already challenging position that led to the original need...

The Collins St Value Fund* returned 44% (gross) in CY 2020, ranking #1 out of all long-only Australian equity funds for the year as measured by Mercer. The process...

COVID-19 has caused havoc in the REIT sector with economic shutdowns, rent relief and concerns about behavioural changes (structural shifts) weighing heavily on the...

COVID-19 has turned investors’ attention to healthcare stocks, many of which have reached record highs of late. While these types of stocks provide essential goods and...

Fund managers tend to stick to their tried and true methods for choosing companies to invest in, whether that includes their size, levels of risk, growth prospects or...

A common debate amongst investors is how many investments are required in an equity portfolio to provide adequate diversification, where the key objective of...

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,...

Since the onset of the COVID-19 pandemic, the listed property sector has been amongst the most impacted. The S&P/ASX 300 A-REIT Index was down 35% in March before...

The investment industry is filled with complicated jargon and difficult-to-understand strategies. But at TMS Capital, we have a simple philosophy – share prices tend...

(Ed's note: Gilead's stock surged over 5% overnight after further positive developments in trialling its antiviral drug remdesivir as a potential treatment for...

The recent coverage of Coronavirus has really focused the market’s attention on vaccine producers around the world. Whilst Bavarian Nordic doesn’t produce a...

In 2006, David Pace, Matthew Ryland and Marc Hester decided to leave their jobs at Merrill Lynch to found Greencape Capital. Less than a year later, the GFC rocked...

Here we take a look at the Medical Diagnostic industry, and the Pengana High Conviction Fund’s largest holding in the company Photocure – which has been a wonderful...