Steve McCarthy

We consider it important to invest within a disciplined value investing framework in order to significantly outperform the market over the long term. Importantly, value investing can be applied to both high and low growth businesses; the key is to invest when the true underlying worth of the business is... Show More

Steve McCarthy

Another financial year draws to a close which presents an opportunity to look forward to the financial year ahead. We believe FY19 will involve more of the same, and some noteworthy changes. In this wire, we discuss our top 5 considerations for smaller companies’ investors who are aiming for out-performance... Show More

Mark Tobin

This month we outline four microcaps to watch, and discuss some research from Goldman Sachs on coverage at the small end of the market. We also talk to a high performing microcap fund, and discuss one of the more interesting stocks from their portfolio. Show More

Pie Funds

Easton Investments Limited (ASX.EAS) is a fast-growing distribution business in the accounting and financial services business channel with a bright future. EAS grew normalised EBITDA by 28% to $3.3 million for FY16, and we believe that this growth rate is poised to accelerate in FY17 through a combination of organic... Show More