long term investing

Aboud on legacy, learning, and Perpetual's long game. Plus, the next big opportunities in markets: Mispricing, AI, and fewer active managers

In this series we're profiling managers whose funds are constituents of the 20-year club (i.e. at least two decades of operation).

You don't get to do anything for 20 years if you're no good at it. We shine a light on Aussie funds with a two-decade (or more) tenure.

The US intervention in the war with Iran has substantially increased the risk of disruption to oil supplies and its impact on share markets.

Maybe we've passed the bottom, maybe not, but here's an example of what it might look like if you start buying.

What’s the secret behind 25 years of rising dividends and a 120-year legacy?

Going for long-term gains with short-term thinking is a losing strategy.

As 2024 unfolds, the spotlight shifts to four exceptional performers, promising an era of robust returns and strategic dominance.

Soul Patts' Executive Chairman, Robert Millner, shares lessons on the art of long-term compounding and how WHSP is positioned for the future

The power of compounding

Ally Selby (How the #1 picks went from hero to zero in just 6 months, 12 July) reckoned that the January-March quarter was “tough, tiresome and damn it, sometimes...

Morgan Housel, in his book ‘The Psychology of Money’, used a nice thought experiment on Warren Buffett to demonstrate the tremendous impact time has on creating...

For many years, the ticker for dental group 1300 Smiles appeared in one of my ‘highly profitable’ stock watchlists. Checking this watchlist is no longer the same, as...

If we have learnt anything from the last couple of years, it's that it is easy to do well when the market is rising. Everyone can make a buck when the tide lifts all...

Picture what you were doing in 2002. Ah, they were simpler times. What I was doing in addition to working my butt off was helping my mother manage her SMSF. She lived...

Markets don’t go up in a straight line (wouldn’t that be nice!).In reality, and as investors are experiencing in the current environment, volatility goes hand-in-hand...

The recent dismissal of James Hardie CEO Jack Truong highlights the importance of organisational culture and the responsibility of company directors. While an...

Marcus Today recently launched something he calls the FUFU Portfolio, which complements the ETF or “Really Boring Portfolio” (RBP), writes Marcus Padley. The FUFU...

At Claremont Global, a 10 to 15 stock concentrated quality growth manager that invests globally, we look at the portfolio in terms of the 4Ps: People, Process,...

The Australian stock market has developed a hunger for any next thing — it doesn’t even need to be a ‘next big thing’, just any next thing to fulfil a short-term...