When being an active shareholder can make a difference
We discuss why, as a shareholder, we agitate for change on a wide range of company issues fundamental to growing shareholder...
Do fundamentals matter? (Part 2)
We discuss why investing on the basis of quality and value in well-established, profitable companies with sound fundamentals will...
Why holding good quality stocks matters
We discuss why holding well-established quality companies in our investment portfolios remains an important factor in delivering long-term...
Is the sharemarket correctly pricing in fundamentals?
We analyse the fundamentals of companies such as Afterpay, Amcor, Brambles and Orica, and we seek to provide an objective insight into the...
Investors Mutual’s Key Tenets for Managing Small-Cap Risk
We discuss our key tenets of risk management in small-cap investing – capital preservation, investing for the long term, and...