ASX:NGI

NAVIGATOR GLOBAL INVESTMENTS LIMITED

Equities

The public debate as to whether the US, and by extension the global economy, is heading for a recession has quickly fallen flat in early 2019. Very little works as reassuringly as rising share prices, and as the dire and gloomy final quarter of calendar 2018 has been followed up... Show More

Patrick Poke

UK Prime Minister faces no confidence vote following historic Brexit defeat, The Reject Shop continues to face pressure from unwanted suitor, and another Aussie retailer enters voluntary administration. Here's what's happening in markets today. Show More

Andrew Smith

This time last year, we nominated a high conviction small cap for Livewire in an out-of-favour sector, healthcare. One of our preferred exposures was Integrated Diagnostics (ASX: IDX). Pleasingly, developments since have either delivered on our expectations or exceeded them resulting in the share price being up 41% at the... Show More

If reporting season has kept you busy, you may have missed the regular commentary on notable results from Livewire's contributing managers, so we’ve pulled them all together for you here. For the fundies' view on results from Afterpay, Netwealth, Telstra, JB Hifi, REA Group, and 25 other key stocks, click... Show More

Andrew Smith

Navigator Global Investments delivered a quality FY18 result with EBITDA +15% and dividends +14% both in US$. This capped off a successful year, which saw the share price almost double. Show More

Buy Hold Sell
Buy Hold Sell

12 months ago, David Allingham from Eley Griffiths Group and Andrew Smith from Perennial Value Management went head-to-head with their views on 5 microcap stocks. Since then, the smaller end of the market has been buoyant, with the small ords up ~15%, and both managers exceeding this mark by handsome... Show More

Clime Asset Management

Before delving into some of the specifics, we believe it is worthwhile recapping where NGI has come from, to better appreciate some of the successes now becoming increasingly observable. It’s been quite a journey for the US-based Navigator Global Investments (NGI). Formerly known as HFA Holdings (HFA), NGI is the... Show More

Clime Asset Management

It’s often said that Australians are a nation of travellers. One could stretch to almost any corner of the globe and stumble across an Aussie. Given the increasingly global context of business and economics, we would suggest that the intrepid nature present in individual Australian travellers is increasingly prevalent in... Show More