Mathan Somasundaram

Whilst global markets have maintained positive momentum into 2017, valuations look stretched. Markets are going to run into the US reporting season given the US leadership change and the recent rally pricing due to the optimistic outlook. However, US fiscal policy uncertainty, historically low volatility, rising USD, rising yields and... Show More

Steve Johnson

Mining services is a sector where poor margins, woeful returns on capital and poor management decisions seem to be the norm. One company that bucks the trend, though, is GR Engineering. Since listing in 2011, annual revenue has ranged between $110 million and $217m. But despite this inherent volatility the... Show More

Tim Kelley

One of the ways we try to take advantage of technology to improve our investment process is with machine learning algorithms.  In simple terms, we gather large amounts of historical data and using that data we “teach” a computer system to distinguish between good investments and weaker ones by finding... Show More