quality companies

Relative to history, current levels would be considered strong. But the cycle is what matters, and loans have overshot to the downside.

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...

"In a negotiated purchase of a business, you’re almost always dealing with someone that has the option of either selling or not selling, and can sort of pick the time...

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...

In the world of investing, there is always plenty of chatter about what a "quality" company looks like. Almost everyone would probably agree that profitability is a...

Lovisa is an attractive growth story with a global store rollout opportunity. Lovisa’s vertically integrated business model underpins their high gross margins,...

Some readers may be aware that Fairlight invests across three distinct types of opportunities: high quality growth, stable compounders, and low risk turnarounds....

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...

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 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 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...