screening

We introduce a set of rules to target companies that have a track record of delivering on ‘growth’. 

A process for narrowing down your investable universe to the stocks that meet your desired criteria.

Throughout the history of financial markets, there has been a tendency to overcomplicate things. Adding alpha is difficult, so therefore we must need ever more...

The best approach to generating outsized returns in equity markets is to identify individual winners on a bottom-up basis. Big winners drive overall returns to an...

Fund managers tend to stick to their tried and true methods for choosing companies to invest in, whether that includes their size, levels of risk, growth prospects or...

As the climate debate continues to elevate and financial risks begin to mount, we expect ESG factors to become increasingly important in the investment decision-making...

Last year we wrote an article titled Five Ways to Avoid the ‘Value Trap’ which outlined several considerations when assessing companies that look fundamentally cheap....

Most investors looking for equity dividend income turn to the same six old names, even if the threat of another dividend cut hovers just overhead. However, dividend...

With the abundance of data in this digital age, more than ever, private investors have the opportunity to stay ahead of the pack and find rewarding investment...

One of the first questions we get from potential investors is how we whittle down our investable universe. Our preferred approach is to take the long, scenic route:...

In a wire I published with Livewire on the 6th March 2018, ‘Don't buy value just for value's sake’, we outlined as our top pick a company called IDP Education (ASX:...