long term investing

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...

It is often good to look back at where we have been and consider how our views have evolved over a specific period towards the current consensus. In this context,...

Despite the record reporting season past and the major wall of cash returned to investors this year, we at Airlie can't help but feel things in markets are a little...

A degree in aeronautical engineering is surely the most unconventional route for a career in funds management but it's a route that has greatly assisted Nick Kirrage,...

How important are rankings of managed funds’ results during the past 12 months? How should investors interpret them? In a key sense, rankings ARE important – but NOT...

This week we look to next year, after one of the most tumultuous global and market environments in living memory through the lens of our popular mega trends...

Blame Canada! That's where exchange-traded funds (ETF) came from; the inaugural fund, known as Toronto Index Participation Shares (TIPS), listed in 1990 and tracked...

The conventional wisdom today is that Facebook is a mature behemoth that is under intensifying risk of being penalised in a multitude of possible ways by regulators. ...

The Covid Crash was a stark reminder of the virtues of a long-term mindset and a focus on high-quality companies. It’s old hat for us at Lakehouse Capital, though,...