ASX:ENN

ELANOR INVESTORS GROUP

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

Growth in the Australian economy in recent years has been primarily driven by the non-mining sectors. A key contributor to this growth has been the tourism sector, which is now Australia’s second largest export earner after iron ore. Here we review the small caps in this sector. Show More

Steve McCarthy

Finding high quality businesses to invest in means sifting through many, many companies which don’t make the grade. The higher the grade required, the more sustainable and repeat-able the process in our opinion. Our shopping list for high quality stocks is long and hard to achieve: i) Profitable and generating... Show More

Clime Asset Management

It is said that a journey of a thousand miles begins with a single step. Unless such a journey is across the Nullarbor, the likelihood is such that a journey naturally encompasses its fair share of twists and turns. This was certainly the case through the February reporting season, a... Show More

Clime Asset Management

The S&P/ASX 200 A-REIT Index has delivered total annual returns of 7.3%, 14.6% and 15.0% over the past 12 months, 3 years and 5 years respectively. In doing so, it has comfortably outperformed both the All Ordinaries and S&P/ASX 200 indices over the same time frames. Incredibly, the A-REIT Index... Show More