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...
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...