The ASX niche leaders learning from Germany’s ‘Hidden Champions’
German industry has stood tall for decades. We take a closer look at what investors can learn from the powerhouse of the European economy.
A note to young investors part 2: How to invest in quality growth stocks
In part one of this note to young investors, I set out the reasons why I think young investors should steer clear of index funds and instead invest in high-quality,...
Why Australian Eagle believes CSL is a 'dream company'
Australia's most famous biotech company also happens to be a "dream" investment, argues Australian Eagle CIO Sean Sequeira.
A note to young investors part 1: Why you should rethink investing in index funds
If you’re a younger investor, you’ve likely heard about – and even possibly invested in – index funds, whose promoters argue it’s easier, cheaper, and wiser to stick...
3 global stocks that highlight why Quality appeals
The US economy shrank last quarter and many economic indicators range from weak to bleak, but the picture painted by the best businesses is quite different. In this...
Quality Australian stocks or not? 2 hits (and 3 misses)
Two Australian stocks – an unloved commodities play and a global audio technology firm – are top of mind for the three Quality-focused fund managers interviewed...
A vogue approach: Beauty in the business model
Lovisa is an attractive growth story with a global store rollout opportunity. Lovisa’s vertically integrated business model underpins their high gross margins,...
4 ways to reduce your risk and pick outstanding companies
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...
Why we see further upside for ResMed
In June this year, Philips was forced to recall 14 sleep and respiratory care devices due to safety concerns. While this has been a setback for the Dutch company, it’s...
The next 12 months will be crucial for Quality
The end of the dream run for Growth and a longer-term period of outperformance for Quality could be close, says Fairlight Asset Management portfolio manager Ian...
Investing in quality and growth: a journey
Investing in growth companies is something entirely different from trying to find true value among bombed out cyclicals, disrupted business models and misjudged...
What will the ASX 20 look like in 10 years?
If you invested $1000 in CSL on this day 20 years ago, it would now be worth $21,560. In 2001, CSL was a relatively small company and has grown over the last two...
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