quality companies

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...

Quality and ESG (environment, social and governance) are two sides of the same coin. At Crestone, when we rank individual companies, we are looking for high quality...

Tom Millner of Contact Asset Management was already cautious heading into 2020 given the ASX's pre-coronavirus surge was being driven by investors hungry for yield. In...

Who knew that in 1982 when Fat Larry’s Band sang “Zoom” that it would become synonymous with the name of the A$57 billion software company that’s enabled the...

With the Australian market in freefall, readers and clients alike have asked us where we are looking to invest. While we continue to monitor the fluid situation...

American IT reseller CDW Corp has been a core portfolio holding of the Fairlight Global Small and Mid Cap Fund since inception. On first glance, CDW appears to share...

Downer is an Australian listed business that specialises in urban infrastructure such as road, rail, utilities, social and economic services. They help design new...

Many value investors would undoubtedly feel a lot like Dorothy in the current market environment, like they have taken a knock to the head during a violent twister...

Investing in “quality” companies has been a commonly cited phrase in the investing community over the past few decades. There is no better person to encapsulate this...

Instagram has become the go to advertising platform for companies of all sizes wanting to increase brand awareness and grow sales. It is estimated advertisers will...

Quality investing using Return on Equity (ROE) has been a successful strategy in recent years, but requires careful consideration of the risks, which can differ...