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
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
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
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
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