quality companies

Investing in growth companies is something entirely different from trying to find true value among bombed out cyclicals, disrupted business models and misjudged...

Through bull times and bear times, those investors who stay true to their ‘quality’ principles have reaped the rewards of accumulating wealth and preserving capital. ...

The lingering impact of COVID-19 varies by different regions in Asia. In China, domestic life has largely returned to normal. Restaurants, malls and even movie...

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...

One year after the COVID crash, stock markets have moved from extreme fear to euphoria. In the March quarter, excitement reached new heights as defensive assets such...

Companies that are profit-driven to the detriment of environmental, social and governmental (ESG) issues become certain targets of regulator action and expose...

Corporate culture is a hallmark of quality businesses, yet often overlooked by investors in favour of more quantitative touchpoints. A quality culture can drive...

Through big sell-offs and volatile markets, high-quality companies can help steer an investor's portfolio straight. We believe it is the inherent strengths of...

Otis Worldwide Corporation (NYSE:OTIS) is a leading developer of elevators and escalators that was spun off from American conglomerate United Technologies. Thomas...

The Covid-19 crisis has brought with it many predictions about the demise of the Australian consumer. But time and time again since the pandemic began, the reality has...

Having started in funds management right after the ’87 crash, Anton Tagliaferro thought he had a good grip on the business cycle. Economies boom, stock prices go up,...

Who says boring can't be beautiful? While much of the attention in ASX small caps has centred around Buy Now, Profit Later and e-commerce stocks, a handful of quality...

One of the shows that helped cement Netflix’s popularity as a streaming service is Stranger Things. The science-fiction thriller centres around the rural town of...

The share price of Reece (ASX:REH) – Australia’s biggest supplier of plumbing and bathroom products – has outperformed the broader market for many years....

Reliance Worldwide (ASX:RWC), a global provider of water control systems and plumbing solutions, is a business we’re very happy to own. True to its name, the company’s...

In 1976, US economist, Herbert Stein, famously stated that “If something cannot go on forever, it will stop.” His observation could well be applied to the ballooning...

It’s a testing time for investors, with so many hitherto great businesses on their knees, and others looking well over-priced. But it’s still possible to identify...

Amid one of the direst economic environments since World War 2, ASX small caps are living up to the spirit of Australian ingenuity. Through hard work and creativity,...

As the longest bull market in history has come to an end, the phrase ‘unprecedented times’ has arguably become a cliché. Whilst admittedly there would be few of us...

When it comes to emerging markets, a preconceived notion among Australians is that the asset class is "too risky". But Edward Su and Michael Roberge, Co-Managers of...