Momentum may have captured attention but it’s value that delivered in 2021
As we approach year end, we’re revisiting the impact of corporate activity on our holdings and seeing vindication for our value investing...
Addressing an investor’s conundrum
Anton and Tuan discuss how the Private Portfolio Fund aims to achieve the middle ground between low-yielding cash investments and the...
IML’s portfolios well-placed to benefit from corporate activity
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...
Big little economic lies
Hugh Giddy discusses some of the myths that justify policies that may be hurting us over time....
When the hype disappears and fundamentals reappear
In June 2018, we published an article comparing the valuations of A2 Milk – at the time, a poster child for many ‘growth’ investors...