Earlier this week IML's Senior Portfolio Manager Simon Conn, sat down with CommSec's Tom Piotrowski to discuss navigating volatile markets, reporting season and opportunities in small-mid cap companies.
The IML investment team provide an update for investors on the current major correction occurring in all global equity markets as investors try to assess the impact of the coronavirus.
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Simon Conn and Marc Whittaker, IML Small Caps team30 January 2020
The small and mid-cap sectors of the market are often under-researched and under-appreciated. However, IML’s research-led stock selection process stands out in this environment. Our sector specialists know the smaller end of the market holds quality stocks which offer compelling value – and they know how to find them.
Australia’s benchmark share index set record highs last week but IML Portfolio Manager Daniel Moore was not sharing the broader market’s optimism. Read his full interview in The Australian here.
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.
