value investing

As borders reopen and Australians return to a new-normal, our economy moves from a pandemic to a recovery stage. Matthew Haupt and John Ayoub, large cap specialists at...

There is strong support from many decades of data that investing in value stocks - lowly-rated companies that are deemed undervalued compared to their future worth -...

Benjamin Grossbaum entered this life in 1894 as a Briton; Benjamin Graham left it in 1977 as an American. He inherited Judaism but chose Stoicism. In his autobiography...

New investments in the Forager International Shares Fund were made at a rapid rate during the quarter. Two of them were thanks to the huge level of activity in the...

Value investing is one of the oldest and most intuitive styles of equity investing. Often more formally defined as an investment strategy of aiming to pick stocks that...

Alumina Limited is an example of a company whose currently depressed earnings appear more cyclical than structural and which, given recent price weakness, we believe...

The death of value investing has been greatly exaggerated. For the last few years commentators and talking heads have been wondering if the recent weak results...

Having started in funds management right after the ’87 crash, Anton Tagliaferro thought he had a good grip on the business cycle. Economies boom, stock prices go up,...

As a global investor, Ned Bell of Bell Asset Management invests across the board but it’s the small to mid-cap (SMID) space that most excites him. Here he finds a...

For months now several of Livewire's contributors have consistently warned about increasingly stretched valuations across growth and technology stocks. And it looks...