value investing

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...

It's not just Afterpay that has slipped recently, a few of the WAAAX stocks seem to be melting. Yet this may just be part of a wider trend of capital switching from...

The downtrend in value and uptrend in growth have been unstoppable over the last three years. And while in theory, ‘the trend is your friend’, in reality, it's only...

When Hong Kong citizens took to the streets in March this year, most observers expected a short disruption to life in the city.After four months, police have fired off...

Value stocks just had their best month in nearly three years. After a very long slide downward, the Dow Jones Thematic Market Neutral Value Index abruptly jumped by...