value investing

Increasing competition Since the GFC, global economic growth has been weak, particularly across the developed world, and this is a trend which we expect to...

The S&P/ASX Small Ordinaries Index has staged an extraordinary comeback, lifting 50% in value since the 23 March COVID trough. For Simon Conn of Investors Mutual and...

The unfortunate recent underperformance of value has many investors calling the end of value investing as a style and suggesting that it is structural not cyclical....

While fully aware that very few commentators offering their opinion on the health and financial implications of COVID-19 are actually epidemiologists, GP’s and/or...

Hoard your powder and keep it dry. That’s the key message from billionaire Robert Millner, Chairman of Washington H Soul Pattinson (WHSP), for investors in response to...

The pace of the spread of COVID-19 globally has been faster than many of us had expected or could have feared. The first case in China can be traced back to November...

One of the biggest questions facing equity investors today is when and how to deploy surplus cash that they may have available. This is a question we have studied...

Over the weekend, Berkshire Hathaway (NYSE:BRK.B) released its 2019 Annual Report along with Warren Buffett’s highly coveted letter to shareholders, one of the most...

Investing is riddled with uncertainties. High conviction investing is the process of shining light on those uncertainties until they are clear enough that you can see...

The valuation premium for quality and growth has hit new decade highs, driving the ASX200 average forward PE to sit ~14% above the 20-year average. But the average...