Expert Insights

Nearmap: Crossing the gap from concept to reality

Advancement in technology is creating countless new opportunities for business to streamline their operations and improve customer experiences. However, there's often...
NEA
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Top 3 observations on Australia's biggest growth opportunity

On a recent visit to China John Lake stepped into an elevator in Shanghai looked down and noticed he was sharing a ride with a delivery robot. It was like a scene out...
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Turning investment logic on its head

With the ‘whites in the eyes’ of inflation clearly visible, investment logic could be “turned on its head”. Kate Howitt, Portfolio Manager at Fidelity International,...
+1
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Separating the signal from the noise

Investing can seem easy when markets are cruising along benignly, but when volatility picks up, it’s critical to have conviction in your holdings. Access the video...
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Undiscovered, under researched and under owned

Arden Jennings, Co-Portfolio Manager of the Ausbil MicroCap Fund, says the majority of his time is spent on 'bottom up' analysis of companies outside the ASX200. The...
SRG
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A big shift in China

For many years China has had a single focus of delivering high GDP growth. John Lake from Paradice Investment Management has recently returned from a visit to China...
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A small company with a big growth runway

The most important ingredient of a great investment is having an outstanding ‘horse and jockey’; a business that’s operating in an attractive industry, and a highly...
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The global leader in a growing market

Connected lighting represents an enormous opportunity around the world. The global leader in this industry is Phillips Lighting. Here, Arik Star from Ellerston Global...
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Focus on the company, not the index

With value in short supply, managers usually berate the lack of opportunities they are seeing. However Graeme Carson from Cyan IM told us that early stage companies...
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Who wins if the AUD falls?

Traditionally, yields on Australian government bonds have been higher than their US counterparts. In fact, the last time US bonds traded at a premium was nearly 20...
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A message for SMSF investors

Self-Managed Super Funds (SMSFs) typically invest in a rather narrow range of assets: equities, fixed income, property, private equity or infrastructure, and cash....
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What’s changed in financial markets?

After a benign few years in financial markets, Arik Star, Portfolio Manager at Ellerston Global Investments, says this year will be “materially different.” In this...
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Hunting for future market darlings at IPO

To find out what makes him tick, we asked Graeme Carson what he is most passionate about in the market. He told us that it is the satisfaction of watching a company...
APT
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What's changing, where it's going and how you should play it

Jonathan Shapiro from the Australian Financial Review interviews Brett Gillespie from Ellertson Capital. In the first of Livewire’s Masters Series videos you’ll gain a...
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How to survive and prosper in bumpy markets

Three of Australia’s leading fund managers explain how they are approaching investing at this late stage of the cycle. Our panellists discuss whether we’re already in...
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Two asymmetric opportunities

It’s difficult to make predictions, especially about the future. Like many investors, Gopi Karunakaran from Ardea Investment Management once thought that investing...
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A remarkable company for the long-term

Many ASX-listed telcos have been struggling in recent years. A combination of rising rates, industry competition, and the introduction of the NBN, have made lives...
CNU
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What to own if the market closed for five years

Five years is a long time in financial markets. Five years ago, the ASX 200 was just hitting 5,000 points for the first time since Lehman’s collapse, US stocks were...
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Digging for overlooked opportunities

Graeme Carson from Cyan Investment Management nearly refused the initial meeting with this microcap, but was inspired to ‘do some digging’ after hearing the scale of...
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Why we’re cautious on these two sectors

Reputable lenders use a rigorous due diligence process to give them the best chance at consistently identifying any downside risk. Andrew Lockhart, Managing Partner at...
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A dangerous consensus

At the height of the financial crisis, credit markets seized up and liquidity disappeared. In the aftermath of Lehman’s bankruptcy, this caused huge headaches for...
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L1's checklist for protecting capital

Mark Landau, Joint Managing Director and Chief Investment Officer at L1 Capital, is familiar with protecting against the downside. His Long Short Fund has outperformed...
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One way to hedge against inflation

Preserving capital whilst maintaining real income in an inflationary environment is an important challenge for investors to consider. Andrew Lockhart, Managing Partner...
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Turning bad odds in your favour

Drawdowns are an inevitable part of investing; even Berkshire Hathaway fell by more than 50% during the GFC. As growth investors, Nick Griffin from Munro Partners,...
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L1: The sector we’re most excited about

Over the next three years, infrastructure spending in Australia is set to rise from $6 billion per year to $16 billion per year. Mark Landau, Joint Managing Director...
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