investment process

Magellan's Nikki Thomas and Claremont Global's Adam Chandler share a little of their process and how they sift the investment universe.

Looking back at FY23, the outperformance achieved has reinforced the importance of Sticking to your Guns: Adhering to Investment Protocols

Most of us tend to be better at buying and holding stocks than we are at selling. After all, buying is the fun part – it’s when optimism is kicking in. But knowing...

It takes 365 and a quarter days for the earth to revolve around the sun – or what we commonly call a year. A lot can happen in that rotation time as 2020 is testament....

Tom Millner of Contact Asset Management was already cautious heading into 2020 given the ASX's pre-coronavirus surge was being driven by investors hungry for yield. In...

The small-cap universe (outside the ASX100) is vast and varied, comprising around 2,000 companies operating across a broad array of industries and ranging in size from...

Few things strike more fear into the hearts of investors than waking up to an unexpected “Market Update and Outlook” on a key holding in the portfolio. While it...

A well-researched and dynamic stock watch list is the bedrock of a good investment strategy that delivers value over the long-term. This holds true for professional...

Digging into a fresh stock idea is fun. Maybe too fun. The thrill of working a new opportunity can distract us from remembering that it’s sound, repeatable process...