Our Investor Series articles help investors understand key issues in investment markets and value investing and make sense of the investment landscape.

Why Holding Good Quality Stocks Matters

Hugh Giddy and Phillip Gray 23 November 2020

We discuss why holding well-established quality companies in our investment portfolios remains an important factor in delivering long-term capital growth and tax-effective income in the years to come.

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Is the sharemarket correctly pricing in fundamentals?

Anton Tagliaferro and Daniel Moore 12 November 2020

We analyse the fundamentals of companies such as Afterpay, Amcor, Brambles and Orica, and we seek to provide an objective insight into the ‘blue sky’ being factored into Afterpay’s share price.

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Investors Mutual’s Key Tenets for Managing Small-Cap Risk

Marc Whittaker, CFA and Phillip Gray 03 November 2020

We discuss our key tenets of risk management in small-cap investing – capital preservation, investing for the long term, and dividends.

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Why earning income from shares has taken on extra significance

Anton Tagliaferro with Phillip Gray 28 September 2020

We discuss the issue of low interest rates and why investors are turning to the sharemarket for income.

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Just another day in the post-COVID sharemarket

Daniel Moore, Anton Tagliaferro and Phillip Gray 28 August 2020

We explore the current dynamics in the sharemarket through the share price responses to two very different companies’ recent announcements.

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Where to for the economy and sharemarket as we head towards 2021?

Anton Tagliaferro and Phillip Gray 13 August 2020

We discuss what’s happening in the economy and sharemarket, and why IML’s funds remain skewed towards good quality, defensive stocks.

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The case for value investing going forward

Anton Tagliaferro and Phillip Gray 14 July 2020

We explore what’s happening in the sharemarket, and the case for value investing going forward.

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