investment process

Few things strike more fear into the hearts of investors than waking up to an unexpected “Market Update and Outlook” on a key holding in the portfolio. While it sometimes brings good news, more often than not, a big fall in share price follows. Situations like this can create panic,... Show More

A well-researched and dynamic stock watch list is the bedrock of a good investment strategy that delivers value over the long-term. This holds true for professional and individual investors. Show More

Digging into a fresh stock idea is fun. Maybe too fun. The thrill of working a new opportunity can distract us from remembering that it’s sound, repeatable process that wins over the the long run, and not hitting it big with a single investment. Show More

“We’ve never in history, run sophisticated economies, with sophisticated financial systems, through declining populations. It is a truly unique event.,” said Mark Burgess from Jamieson Coote Bonds at the recent Livewire Live investor forum. “ affects all asset classes in strange ways… House prices don’t work when demographics don’t work.”... Show More

In recent weeks we have spoken about our view about the risks in the current market place as stock prices have increased, but this has not necessarily been driven by improvements in corporate fundamentals. This situation sometimes leads people to question the validity of Intrinsic Value as a core investing... Show More