The average return on new listings in 2017 was over 60%. Having some exposure can add to your returns, but there are plenty of landmines to avoid. Cyan is active in this market and Dean Fergie discusses their approach in this exclusive interview, including one recent listing that passed the... Show More
Join Nathan Bell, Head of Research, and Alex Haynes, Head of Distribution, as they explore the huge rewards and pitfalls of investing in IPOs and spinoffs. Show More
Over the last decade shareholders have been asking us to establish a listed investment company (LIC) that provides exposure to undervalued international growth companies selected under the Wilson Asset Management investment strategy. Show More
Get the full scoop on what Trump’s meeting with Kim Jong-Un, Labor’s $59b cash refund plan, and Spotify’s unconventional IPO means for you and your investments. Show More
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
VGI Partners, which was founded by Robert Luciano in 2008, has three key tenets; capital preservation, superior long-term compound growth, and concentration. Since inception in 2009, the VGI Partners Master Fund has generated a compound annual return of 14.6% p.a. to June 2017. Show More
It is very difficult for investors to access the low-risk, high yield generated by corporate loans, as this is a business dominated by the big banks. Metrics Credit Partners is an experienced debt-specialist fund manager that gives investors the opportunity to access stable monthly income via the MCP Master Income... Show More
Initial Public Offerings (IPOs) continued to post outstanding returns in the second quarter of 2017, with an average gain on the 33 companies which listed on the Australian Securities Exchange (ASX) of 11.4%, an impressive outperformance of the S&P/ASX 200, which fell 2.4% over the same period. Show More
Here at Morphic we have been thinking of late about the legacy of life in today’s digital world. In both personal and business activities, humans are leaving ever more digital footprints reflecting interactions with people and IT systems. Some are obvious, such as sending emails and visiting websites. However, it... Show More
IPOs of materials companies set an impressive pace in the first quarter of 2017, with 10 companies listing on the ASX from a total 26 floats, up from two in the same period last year... See full report Show More
Morphic Asset Management has announced the IPO of a new ethically focused listed investment company (LIC). Chad Slater and Jack Lowenstein, the founders of Morphic Asset Management, believe that the way you invest does make a difference to the future of the world. Show More
Energy company, Origin Energy (ASX:ORG), added value in January, with the stock up 73% from its level a year ago. We see several drivers for the recent outperformance, including: Show More
2016 was a strong year for Australian companies floating on ASX. The number of IPOs rose to 96 (from 85 in 2015), implying an average of eight per month or two a week – certainly enough to keep the most active investors busy... Though the absolute number of new floats... Show More
So, how did 2016 go for new floats? Show More
The Australian Initial Public Offerings (IPOs) performed well in October 2016, delivering an average return of 36.8 per cent on the first day of listing and 29.2 per cent over the month, with the IT sector dominating floats in 2016, the OnMarket October IPO Report 2016 reveals. Show More
NAOS recently attended a US venture capital conference which was attended by some of the leading & most well capitalised US and European companies of the future. It was interesting hearing from some of the CEOs as well as industry experts about what the path to IPO entails including what... Show More
It’s a weird situation out there at the moment for individuals who invest in new sharemarket floats, with the floats themselves going very well but with the prospect of a change in ASX’s listing rules coming down the pipe that could make life harder for them. Show More
Debtor and trade finance business, Scottish Pacific (ASX:SCO), operates primarily in Australia where it is a top three provider of debtor finance solutions with 20% market share, but also with a presence in New Zealand and the UK. We participated in the IPO early in the September quarter, with the... Show More
Veem is a family-run engineering business that has been in operation for 48 years. Veem’s core business centres around specialist marine propulsion where they have created significant IP and have more recently expanded into Gyroscopic stabiliser systems. This technology reduces vessels’ rolling motion by up to 95% when at anchor... Show More
Australian Initial Public Offerings (IPOs) significantly outperformed the broader share market in the third quarter of 2016, with the average gain on the 24 companies which listed on the Australian Securities Exchange (ASX) striking 28.2%, an impressive outperformance over the S&P/ASX 200, which returned 3.9%, the OnMarket Third Quarter IPO... Show More