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...
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...