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...
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...
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...
A defensive absolute return share fund
Investment Approach and Strategy The Investors Mutual Private Portfolio Fund...
Where to for the economy and sharemarket as we head towards 2021?
We discuss what’s happening in the economy and sharemarket, and why IML’s funds remain skewed towards good quality, defensive...