isGated: No
IML Investment Team
26 July 2021
We discuss the increased level of corporate activity over the past six months and what this means for a number of companies in IML’s portfolios.
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isGated: No
26 July 2021
IML Portfolio Manager Daniel Moore discusses the importance of investing on the basis of a company's intrinsic value. Webinar held on 20 July 2021.
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VIDEO
isGated: No
15 July 2021
Hugh Giddy discusses the markets drivers over FY21 and how IML portfolios performed.
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VIDEO
isGated: No 210630_AFR_When_economic_theory_and_market_forces_collide.pdf
Hugh Giddy contributed to the AFR
30 June 2021
One would think policymakers would be highly circumspect before interfering in the economy and livelihoods. Instead, they express confidence that their policies will have assured and favourable results. Hugh Giddy discusses some of the myths that justify policies that may be hurting us over time.
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isGated: No
24 June 2021
Simon Conn talks about the characteristics he looks for in small-cap companies and goes into more detail about one high conviction company, Pro-Pac.
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VIDEO
isGated: No
09 June 2021
Hugh Giddy provides an update on markets and IML portfolios in May.
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VIDEO
isGated: No
IML Investment Team
18 May 2021
In June 2018, we published an article comparing the valuations of A2 Milk – at the time, a poster child for many ‘growth’ investors – with Brambles, the largest pallet company in the world. We discuss the subsequent performances of the two companies, to show what happens when the hype disappears and the fundamentals reassert themselves.
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isGated: No
12 May 2021
Portfolio Manager Daniel Moore provides an update on markets and IML portfolios for April.
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VIDEO
isGated: No
Anton Tagliaferro and Phillip Gray
10 May 2021
We discuss why we may be seeing a sustained return to favour for many good quality companies in IML’s portfolios which were previously shunned amid the momentum-driven mania of recent years.
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isGated: No
nabtrade Podcast
07 May 2021
Portfolio Manager Daniel Moore talks about the popular reopening trade stocks that are at or above their pre-Covid highs and whether it is now time to take profits or look for further bargains.
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