listed investment companies

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....

After 11-years of running a single investment strategy, VGI Partners is launching a second strategy via a new listed investment company. VGI Partners Asian Investments...

In the past year, LIC discounts have increased, and the IPO market has become more difficult. We've seen a handful of LICs commence windup or restructuring...

With many LICs trading at discount to NTA, particularly the smaller LICs, it’s not surprising to see a pick-up in corporate activity in this sector. In its latest LMI...

The only pure-tech listed investment company on the ASX, Bailador Technology Investments (BTI, 93c) adheres to a simple charter of providing investors with a one-stop...

The listed investment company (LIC) and listed investment trust (LIT) market in Australia has been growing steadily, with its total market cap up nearly 12 per cent...