ipo

Equities
Roger Montgomery

Uber’s upcoming IPO promises to be monumental. The big question for would-be buyers is: will this loss-making juggernaut be a good investment? Or, like its rival, Lyft, will its shares plummet after the float?Uber is the epochal poster-child amid an avalanche of celebrated loss-making, multibillion-dollar, start-ups that have used software... Show More

Funds sponsored

For the first time, the investment capabilities of Australia’s leading alternative investment manager, Regal Funds Management, are available to all investors. The proposed listing of The Regal Investment Fund (ASX:RF1) is an opportunity to access Regal’s award-winning investment expertise and 15-year track record of managing alternative investment strategies. The vehicle... Show More

Equities
Roger Montgomery

Investors should be aware that another tech boom appears to be underway. Exuberant valuations, zero profits and knowledgeable private equity owners lining up to sell their stakes are painting a cautious picture for technology stocks. This time the boom surrounds the conga line of technology unicorns that have filed to... Show More

Funds sponsored

The Emerging Companies Fund, under joint management by CVC and Evans Dixon, now gives wholesale investors access to the kind of early-stage investment opportunities commonly reserved for private money. The Emerging Companies Fund aims for superior, long-term returns from its portfolio of 15–25 listed and unlisted growth and expansion-stage companies,... Show More

David Poppenbeek

Despite the prevailing conditions, it is our view that the Australian small business landscape is adapting to the rationing of bank capital. Remarkably, last year there were more than 250,000 new Australian businesses formed, and there are now over 2.5 million Australian registered companies. Show More