Active management has successfully delivered alpha from Australian small companies over the long-term. Further, in periods when the dispersion of stock returns within the benchmark has been high, the median manager has delivered strong alpha. However, the ability to outperform the benchmark in periods of low returns dispersion (as has... Show More
CIO Paul Moore and our portfolio managers discuss whether on-the ground research in the age of the internet is worth it, what it produces, and a case study on how research-related travel enhanced the investment case for Altium. Show More
The domestic Residential Mortgage-Backed Securities (RMBS), and broader securitisation market has historically been restricted to institutional investors. However, the Gryphon Capital Income Trust (GCIT) offers a unique investment opportunity in providing exposure to this market for retail investors. Show More
The various challenges facing the healthcare sector today have been brought to light recently with media headlines highlighting the pressures at play in a very competitive industry. The cost of healthcare in the US is a key challenge for providers and consumers of healthcare, where we have seen companies such... Show More
It has been a tough period for honey producers but Capilano continue to deliver results. Ben McKee, Managing Director of Capilano Honey (CZZ), says, we've had the worst supply year possibly on record. However, 96% of Australians are familiar with the brand and Capilano has capitalized by increasing market share... Show More