value investing

Tailwinds for investors can take many forms, and they are worth seeking out. For example, falling bond yields have been an enduring tailwind for long-duration assets,...

Value investing, like bargain hunting, is about buying companies that appear to be cheaper than they are worth. This often means buying companies that are out of...

In the February 2021 monthly update for the Platinum International Fund, we noted that: “When we look at long term (i.e. 35 years) valuation analysis, relative to...

A pullback in the “eye-watering” share prices of some of Australia’s technology juggernauts is a matter of when, not if, says Dougal Maple-Brown of value-centric fund...

There is no escaping it. Every decision we make in life is influenced by a combination of emotion, intellect and circumstance.Whether it is the flavour of ice...

This week we turn our attention to the previously unloved (and underperforming) but now surging area of the stock market, value stocks. The question on everyone's...

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...