mining services

The smaller end of the stock market delivered a mixed bag during the recent reporting season. But if you sift through the company reports, you’ll find five themes...

In our quest to evolve as fund managers we are constantly reading. Reading the likes of Peter Lynch, Warren Buffet (Alice Schroeder), Joel Greenblatt, Barton Biggs and...

Arden Jennings, Co-Portfolio Manager of the Ausbil MicroCap Fund, says the majority of his time is spent on 'bottom up' analysis of companies outside the ASX200. The...

Three of Australia’s leading fund managers explain how they are approaching investing at this late stage of the cycle. Our panellists discuss whether we’re already in...

There will always be periods where small caps underperform, but over the long term we believe the case for small caps to structurally outperform is stronger than ever....

At today’s WAM Funds presentation, Chief Investment Officer, Chris Stott, shared some of the key themes and holdings from their current portfolio. He covers their...

Two years ago, retail stocks were performing well, while mining services companies were just about on life support. At the time, switching from one to the other looked...

My father used to take me to the horse races as a child. It became something of a father-son thing over the years – usually expensive but always entertaining. It never...