One of Australia’s most iconic funds management firms will celebrate its 20th anniversary this year. From humble beginnings with just $30 million of assets under management Paradice Investment Management today manages ~$16 billion across five strategies invested in Australian and Global Equities. The culture at Paradice is performance focused, which... Show More
With a market capitalisation of nearly $100 billion and having produced returns of more than 20,000% (200x) for early investors who stuck with it, CSL is one of the true Australian success stories. But what has allowed them to achieve such outstanding success? Troy Angus, Head of Large Caps at... Show More
With the economy chugging along nicely, and equity markets grinding higher, it’s been pretty smooth sailing for investors in recent years. But there’s one important risk that has the potential to derail the rally: President Trump. Though the potential problems are well known by markets, Troy Angus, Head of Large... Show More
With so much discussion about the maturity of the current bull market, it would be easy to assume that corporate balance sheets have fallen into the same state of disrepair we saw before the GFC. Troy Angus, Head of Large Caps at Paradice Investment Management, had only recently launched his... Show More
There is approximately $20 billion of market capitalisation on the ASX with exposure to the demands of the Chinese consumer. John Lake from Paradice Investment Management has recently returned from a tour of China where he saw first-hand some of the changes and trends that are taking place. One observation... Show More
It’s 4am on a dark and rainy morning back in 2000. A lone, frustrated figure is running around Chatswood Golf Course. It’s a young David Paradice. He has just left the security of a large established firm believing he can achieve superior returns by investing in small caps. But things... Show More
BHP reported its financial results for the first half of the 2018 financial year this afternoon. Underlying earnings were marginally disappointing mainly because of operational and geotechnical issues at the Broadmeadow and Blackwater coal mines. Before the result, BHP had flagged lower volumes and higher costs in the coal division.... Show More
There are countless theories about the best way for investors to beat the market. Troy Angus, Head of Large Caps at Paradice Investment Management, has been able to consistently beat the market for over a decade and believes he has identified four key criteria that consistently lead to outperformance. Show More
BHP has been an underperformer for over a decade now. Troy Angus, Head of Large Caps at Paradice Investment Management, says this has largely been due to “hideously bad capital management.” But with a new Chairman and a shift in management’s focus, could all this be changing? Show More