High conviction

As we enter the August reporting season, we see a strong chance of FY19 results beating low expectations, but market estimates for FY20 look too heroic, leaving scope...

Legendary investor Peter Lynch coined the term ‘Diworsification’ - making your risk-return profile worse through diversification - and famously ran a concentrated...

With the election out of the way and Labor's more disruptive reforms defeated, market sentiment has clearly taken a turn for the better. Looking ahead, the most likely...

At Firetrail Investments, we believe that high-quality, high-conviction investment managers can outperform the index over the medium to long term. Over the short term,...

2019 has started on a bright note with the ASX 200 closing out the March quarter up 9.5%, the best quarter since September 2009. The sharp bounce has left many...