At last week’s Future Generation Investment Forum, I presented my case for Sensata Technologies. Sensata is a leading industrial technology company with attractive secular growth opportunities. Show More
It is a well-known fact that the portfolios of many Australian investors are not geographically diversified. In recent years, some investors have used passive funds to provide access to global markets. Noting the current US equity bull market recently passed its ninth anniversary, increasingly opportunities exist in identifying individual stocks... Show More