Finding ‘the next Facebook’

Livewire Exclusive

Huge winners like Facebook don’t come along very often, and they’re incredibly difficult to identify when they do. So how can investors benefit from these big winners, minus some of the uncertainties? Bill Pridham, Co-Portfolio Manager at Ellerston Global Investments believes in the ‘selling pickaxes to gold miners’ approach. Show More

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Two global themes SMSF investors should take note of

Garry Laurence

Investors in self-managed super funds (SMSFs) don’t seem to ascribe to traditional approaches of modern portfolio theory. According to its architect, Harry Markowitz, investors can design an ‘optimal’ portfolio to maximise returns by taking on risk – and risk can be managed through diversification across asset classes. Show More

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Disruptive Innovation Could Add Fuel to This Bull Market

Nikko Asset Management Australia

Concerned that the nine-year bull run has overstayed its welcome, many strategists have highlighted the narrow leadership of the US stock market as it has bucked weakening trends elsewhere in the world. Through June, the so-called FAANG stocks had accounted for 75% of the S&P 500’s 2.64% total return, in... Show More

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It's rare to find such a cash generative, innovative business

Peter Wilmshurst

Allergan (NYSE: AGN) is a specialty pharmaceutical company operating in the research, development and manufacture of pharmaceutical products. The company offers a portfolio of products that provide treatment for the central nervous system, gastroenterology, women's health and urology, ophthalmology, neurosciences, medical aesthetics, dermatology, plastic surgery, liver disease, inflammation, metabolic syndromes,... Show More

Ignore the Buzz... but don't underestimate the importance of innovation

Ben Heap

It is difficult to consider Australia’s economic future without considering the extraordinary technological change that is impacting industries, the economy, indeed society itself, at an accelerating pace and in ways that are hard to foresee. As a high cost, low productivity nation, our goal must be to harness innovation, as... Show More

Access global innovation via Marsico’s launch

Marsico Capital Management

Denver Based Marsico Capital Management’s top performing Global Equity Fund is now available to Australian sophisticated investors. Tom Marsico, the veteran consumer, tech and healthcare portfolio manager runs the strategy and typically invests in innovative growth franchises that exhibit above-trend growth, strong returns on capital that are gaining market share... Show More

The 5 big revenue opportunities at Facebook

Marsico Capital Management

Regardless of Macro environment, Marsico Capital are particularly focused on franchises that could be characterized as “disrupters”. These include companies that exhibit a business model potent enough to redistribute the revenue or profit pool of an existing industry to themselves, even as other participants struggle with the classic innovator’s dilemma... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Aussie market started with a big move up in line with US sentiment before Resource sector lead profit taking ate up all the outperformance. Bank sector to benefit from dividends flowing back while gold sector looks interesting as the market gets over US rate rise risk and AUDUSD holds up... Show More

Satyajit Das: Innovative destruction, not disruption

Livewire Exclusive

Satyajit Das, author of “A Banquet of Consequences” argues that innovation is slowing and todays startups in the computing and technology spaces are delivering disappointingly small changes when compared with the step-changes of former eras. “Between 1960 and 1990 when the initial phase of computing went through and particularly in... Show More

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