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...
Is investing based on fundamentals making a return?
We discuss why we may be seeing a sustained return to favour for many good quality companies in IML’s portfolios which were previously...
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...