As part of the recent Contango Asset Management national Investor Roadshow, Chief Investment Officer, George Boubouras, discusses our current macro outlook and why rates will be lower for longer, our view on China, and how current valuations are looking on the ASX. Click on the video player below to watch the full presentation.
One of our largest holdings in the TBF Small Cap Value Growth Fund is a company with a market cap of $170M that reported a profit of $27M in CY2016 and paid a dividend of $18M. The business does not have a lot of debt on the balance sheet and based on....
We know, you have probably heard this all before, but it is still one of the most fascinating investing phenomena out there: The miracle of compound interest! Here’s an example... Two friends Lachlan and Sam, both 25, are interested in investi....
Andrew Lockhart from Metrics Credit Partners provides an insight into the domestic credit market. It’s part of the financial system usually reserved for the ‘big banks’ who provide credit to large corporates looking to invest and expand their business....
One of the strongest and most predictable relationships in global equity markets over the last few years is that of bond yields and so-called ‘bond proxies’. As the name suggests, a bond proxy is a stock that is held in place of fixed interest securit....
Companies that change the way we do business can offer great opportunities as they establish and monetise new marketplaces. So in this week’s Buy Hold Sell we review 3 stocks leveraging this theme, as well as a microcap taking on Tatts and TAB, and a ....
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