value investing

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...

A ‘Materially’ Different Take on Infrastructure: Betting Big Behind the Scenes on Coronado Global Resources (CRN.ASX) +20% in 2 Weeks with More to Come!...

Previously an actuary, Andrew Martin knows the importance of “valuing future financial risk" within investing better than most, especially in a world of relentless...

Structural headwinds COVID-19 has wreaked havoc on the global economy, adding to a growing number of headwinds which include high levels of debt, an ageing...

Value investors, value indexes and value stocks have underperformed over the last three years and in 2020. In fact, value strategies across the globe have...

Value stocks have copped a hammering in recent years, but there are several reasons why the investing style isn't fundamentally broken. The last decade or so has not...

When it comes to investing, it’s better to be more sloth than leopard. If you do your own analysis it needs to be accurate and if you have made reasonable...

Designating low-PE stocks as value is a flawed concept. On average and over many years, low-PE stocks have generated much lower EPS growth, were more likely to cut...

The 2020 Financial Year certainly threw up some challenges. To think the biggest global issues investors were contemplating only 12 months ago included the UK’s...

In a world of uncertainty several of our investors have asked for our broader thoughts. Though we suspect that no sooner that we make public our views the world will...

The extraordinary environment in which we’re living, after a decade of ultra-low monetary policy stimulus and sustained economic growth, has been compounded more...

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...