quality companies

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...