Simon Conn joins Livewire to discuss his view on Small Cap valuations, what he is looking for in companies in this environment and which fads to be wary of.
Simon Conn on Livewire's Buy Hold Sell18 June 2020
Simon Conn joins Livewire’s Buy Hold Sell to discuss the valuations of 5 quality small cap stocks with robust balance sheets and cash generation, and if they are worth paying for.
Anton Tagliaferro shares his insight with the SMH on the recent market optimism and believes the sharemarket has run too hard too soon and could slide again this year if expectations for improvements in corporate earnings do not materialise.
This 3-part webinar series delves into how the IML investment team applies our quality and value investment philosophy to identify companies that we believe will do well in what is likely to be a mixed and lengthy economic recovery.
Watch the joint IML and Loomis Sayles webinar with Anton Tagliaferro and Eileen Riley as they discuss how they are positioning their respective portfolios in the current uncertain environment.
Money management recently published an article ‘Does long term tenure equal outperformance?’ which highlights the Australian equity funds operating with portfolio managers with the longest tenure and featured IML’s Anton Tagliaferro.
While the current economic downturn is severe, assessing the strength of the impending recovery as well as the level of sustainable demand in many sectors remains very uncertain. This video features IML Investment Director Anton Tagliaferro and Portfolio Manager Daniel Moore outlining how the IML investment team are positioning IML's portfolios given our views of the economy going forward.
