ASX:EGI

ELLERSTON GLOBAL INVESTMENTS LIMITED

Bill Pridham

While Entertainment One is a developer, owner and producer of a growing number of successful pre-school properties, the one that is garnering the most attention right now is actually one of its longest held and most successful brands. Peppa Pig, which is celebrating her 15th anniversary in the UK and... Show More

Bill Pridham

There are only 31 listed companies in the world with a market cap of over US$200B, and some of them are covered by 50+ analysts. Meanwhile, there are over 8,000 companies in the small-mid universe, some with little to no coverage. As we pointed out in the recent Ellerston roadshow,... Show More

Education
Livewire Exclusive

Picking stocks is hard, but knowing when to sell them is even harder. As holders of stocks like Afterpay, A2 Milk and Appen have found recently, the urge to sell can rise as fast as the stock price when things go parabolic. “It’s easy to buy, but it’s much harder to... Show More

Bill Pridham

Ellerston Global Investments Limited (ASX: EGI) owns a concentrated portfolio of global companies you are unlikely to find in most global equity portfolios. The highly experienced team take an active, absolute and often contrarian approach to identify opportunities in global equity markets. Show More

Investment Theme
Livewire Exclusive

Huge winners like Facebook don’t come along very often, and they’re incredibly difficult to identify when they do. So how can investors benefit from these big winners, minus some of the uncertainties? Bill Pridham, Co-Portfolio Manager at Ellerston Global Investments believes in the ‘selling pickaxes to gold miners’ approach. “It’s... Show More

Equities
Livewire Exclusive

Volatility is a fact of investing in financial markets. But rather than working against it, Bill Pridham, Co-Portfolio Manager at Ellerston Global Investments, says that savvy investors can make volatility work in their favour. For businesses whose earnings are not linked to the economic cycle, market volatility can provide an... Show More

Peter Rae

In its latest Quarterly LMI Market Review, Independent Investment Research (IIR) provides detailed coverage of 47 listed investment companies, listed investment trusts and active ETFs including commentary, investment views and ratings. We have coverage across a number of sectors and investing strategies and provide insight into performance, discounts and premiums... Show More

Arik Star

I so clearly remember my first mobile phone. All I could do was talk on it, but I was mobile and thought that phone was the greatest device ever. Since then, advancements in wireless technology have been extraordinary and changed the way we communicate, work and live our lives. We... Show More

Peter Rae

Wilson Asset Management has launched the offer for its new global listed investment company, WAM Global Limited. The LIC will invest in a portfolio of international equities utilising its proprietary Research-Driven and Market-Driven stock selection processes. Whilst Wilson Asset Management does not have a track record in global equities, WAM... Show More

Livewire Exclusive

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 below to hear Arik Star from Ellerston Global Investments explain how they know when it’s time to sell a holding. Show More

Livewire Exclusive

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 video, he discusses the major shifts underway, how to invest in these conditions, and outlines two stocks with strong tailwinds. Show More

Peter Rae

In its latest Quarterly LMI Market Review, Independent Investment Research (IIR) provides detailed coverage of 43 listed investment companies, listed investment trusts and exchange traded managed funds including commentary, investment views and ratings. We have coverage across a number of sectors and investing strategies and provide insight into performance, discounts... Show More

Peter Rae

Independent Investment Research has initiated coverage of Antipodes Global Investment Company (ASX:APL) a listed investment company that invests in a relatively concentrated long/short portfolio of global equities. Many domestic investors exhibit a home country bias, with Australian investor preferences often biased towards products and services that depend substantially on the... Show More

Funds
Patrick Poke

There are a range of brokers and researchers who produce regularly monthly or quarterly updates on the LIC sector. While the quality and depth of the research available is excellent, providing complete coverage of over 100 companies and trusts takes can take several weeks. The LICs presented below are not an... Show More

Peter Rae

2017 was an exceptional year for new listed investment company and listed investment trust raisings, with 14 new entities raising a total of $4.2bn via initial public offers. This significantly exceeded the funds raised by new LIC/LIT offers in the previous two years and lifted the total number of LICs... Show More