listed investment companies

In the September 2021 edition of the IIR LMI Monthly, we review some of the key news events and do a dividend stocktake post the FY21 reporting seasons. As a whole,...

In the August edition of the IIR LMI Monthly, we review some of the key news events and shine a spotlight on Antipodes Global Investment Company Limited (ASX: APL),...

The chart on LICs you don’t see in the media Just as all leading equities market indices are based on a market cap weighted methodology, on a FUM or market cap...

The phrase 'There's no such thing as bad publicity' is the notion that all mentions in the media aid a person's cause, even if they put them in a bad light, coined by...

While the listed investment company (LIC) sector has grown 32% during the past financial year, underperforming LICs - particularly those that...

This month we continue our analysis of the relationship between a LIC/LIT's size, (measured by market capitalisation) and the discount/premium to net tangible...

Whether mobilising forces in a battle for franking credits or declaring “WAR” on LIC discounts, Geoff Wilson AO is also the mastermind and founder of Wilson Asset...

This month we take a look at the LIC/LIT sector focusing on the relationship between the vehicles' size, as measured by comparing market capitalisation against the...

As with most things, the listed investment company structure has both benefits and drawbacks. But LICs can be appropriate investment vehicles for shareholders of all...

Many listed investment companies are flush with cash at the moment, especially equity-based vehicles that aggressively dialled back their dividends in the first half...

Oscar Oberg is voraciously bullish on small caps. And when you consider WAM Microcap Ltd returned 48.1% (before fees) over a 12-month period - an outperformance of...

For most, it is almost irresistible to stay out of markets when they continue to rise against all odds. But Anthony Murphy, CEO of Lucerne Investment Partners believes...

2020 started with controversy over stamping fees paid on LICs/LITs at IPOs. I did not have strong views on the stamping-fee issue but was critical of the quality of...

It's Melbourne Cup day, and once again we’ve rummaged through the Listed Investment Company bargain bin to come up with our best LIC picks for the 12 months ahead....

Never have we seen so much negative media attention on LICs and LITs (unless specifically mentioned, we will refer to both as LICs for convenience). There have been...

The LMI Monthly Update, from Independent Investment Research, takes a look at recent activity in the LMI sector and provides a view of key themes and issues within the...

The LMI Monthly Update, from Independent Investment Research, takes a look at recent activity in the LMI sector and provides a view of key themes and issues within the...

The Australian LIC industry is almost 100 years old and it has experienced many cycles since Whitefield Limited was first incorporated in 1923. The current environment...

A major benefit of a LIC over a trust is the ability to carry forward earnings over reporting periods. By comparison, a trust must distribute all realised gains in a...

What if there was a Melbourne Cup of Listed Investment Companies? Who would make the starting line? Who would win? We have analysed the field of well over 100 LICs....