value investing

The last month marked the anniversary of the rapid global spread of COVID-19. It was a time of massive panic, underscored by unknown health risks, school and office...

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...

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...