From seemingly unending bull markets to the inevitable sharp corrections, Investors Mutual founder Anton Tagliaferro has seen all manner of market cycles in his distinguished career at the helm of one of Australia’s best-known fund managers.
His new book, “20 Lessons from 20 Years of Quality and Value Investing”, gives retail investors an invaluable guide to the rules that have underpinned his success as an active fund manager.
Any diversified portfolio contains some stocks which perform well and others which disappoint. In this article, the IML investment team discuss a few of the companies that did well for IML’s portfolios over 2019 as well some that had their challenges.
Technology and innovation are an essential part of what we look for in any company. We see many companies embracing innovations in ways which will help these companies grow their earnings in years to come. This article details a few stocks that we own where the use of new technology is an important part of why we have a positive outlook on these companies.
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Many investors looking for equity dividend income turn to the same names, even with the possibility of a dividend cut. However, there are many stable dividend payers outside of the ASX 100. Marc Whittaker - Portfolio Manager for IML’s Future Leaders Fund – discusses these opportunities with Alex Cowie from Livewire.
In a letter to federal treasurer Josh Frydenberg, Anton Tagliaferro and Hugh Giddy raise their concerns with policymakers who have used ultra-low interest rates to stimulate the economy and called on the federal government to consider tax and energy reforms and incentives to guide super funds into infrastructure and venture capital investment.
Simon Conn shares his views on how many stocks' valuations in the current market are being boosted by momentum investors and short termism. Simon discusses many pertinent issues impacting the current sharemarket as well as discussing factors impacting some stocks held in IML’s investment portfolios.
