structural winners

Pepper Money is clearly a deep value opportunity. But it may also be an emerging structural growth opportunity. The PPM brand is well known and respected by mortgage...

At Katana, we run highly diverse portfolios. In our main fund - the Katana Australian Equity Fund – we currently hold 54 stocks. We categorise opportunities into 3...

Earlier this year, pundits claimed inflation would emerge to slay the high investment returns recently enjoyed. On cue, volatility rose. But danger’s partner is...