William Gormly

Listed investment companies (LICs) can provide investors with an interesting opportunity; purchasing a portfolio of securities below the intrinsic NTA value. However, 30% of the 114 LICs were trading at a discount greater than 10% at the end of January. Show More

Bell Potter

The 60 Listed Investment Companies (LICs) under Bell Potter coverage collectively increased 3.2% over the September quarter to $38.4bn, making up 91.9% of the $41.8bn Australian LIC market. Here we review the activity across the sector for the quarter, and provide a one page snapshot of each LIC under coverage. Show More

Peter Rae

Successful activist investing requires certain skills and capabilities and Independent Investment Research believes that Sandon Capital has proven itself capable in this regard. Sandon Capital Investments (ASX:SNC), a listed investment company managed by Sandon Capital, invests in a high-conviction, index agnostic portfolio of stocks using the manager’s activist approach. Sandon... Show More

Alex Cowie

A cohort of Australia’s leading fund managers gathered at the 2017 Future Generation Investment Forum two weeks ago, each presenting their top stock idea. A clear trend is already emerging in the domestic stocks mentioned. While the broader market has pulled back 2.2% since the Forum, this group of stocks... Show More