IML investment update – February 2022
Senior Portfolio Manager Hugh Giddy provides an update on markets and how IML Funds performed in February...
IML investment update – January 2022
Senior Portfolio Manager Hugh Giddy provides an update on markets and how IML Funds performed in January...
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...