Investment Theme
Andrew Mitchell

Despite continuing equity market volatility and ongoing geo-political uncertainty (both domestically and overseas), corporate activity again remained elevated towards the end of 2018 as an array of Australian businesses were either subject to takeover announcements or sought to raise capital to fund their own growth initiatives. Show More

Xenith IP Group (XIP) has upgraded EBITDA guidance from prospectus forecasts of A$7.5m to A$8.8-9.0m (c19% upgrade to prospectus). Given XIP's exceptionally strong 1H16 result, FactSet consensus EBITDA had moved to A$8.6m for the full year with the upgrade implying a 2-5% improvement to consensus EBITDA. As anticipated the upgrade... Show More

Buy Hold Sell

The Small Ordinaries Index is home to some of the most exciting business listed on the ASX. Investors are drawn by the lack of broker coverage and the prospect of getting ahead of the pack. However, it can be a hazardous space to navigate and over the past five years... Show More

Growth has been hard to come by in the post-GFC world, especially amongst the ‘blue-chip’ names. It has been a stock picker’s market, where many mid and small cap managers have regularly achieved significant outperformance. Markets have generally rewarded those who have invested in companies growing faster than the rest,... Show More

Simon Bonouvrie

A growth stock we are excited about is Xenith IP (XIP), which is a newly listed small-cap stock with a market cap of approximately $130 million. Xenith IP is an intellectual property firm specialising in the filing and prosecuting of patents and trademarks in Australia on behalf of both international... Show More