value investing

Will a ‘growth’ or ‘value’ regime dominate in equity markets from here? After ten years of ‘growth’ leadership, the debate around style timing is intense. Following...

Small-caps offer opportunities for outsized returns, however it’s also an area in which to be especially cautious. Simply buying a basket of smaller companies in...

Through the 80’s Kodak was the second most valuable brand in the world. In 1986 Wayne Peters, aged 26, launched a network of Kodak Express stores on the East Coast. In...

The iconic value investor, and CEO of $27 billion hedge fund Baupost, Seth Klarman, has lived and breathed markets for 35 years. Today he’s nervous. Here are 6...

Marketing conglomerate Enero Group (EGG) has been a volatile and frustrating investment in recent years. Following a near death experience under previous management,...

David Wanis, Portfolio Manager at Schroders Australia discusses where to find value in global markets today. While all markets appear fairly fully-priced, David makes...