value investing

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...

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...