Rising interest rates change the game
Anton Tagliaferro and the IML investment team examine the shift that the changing inflation and interest rate environment is having on the...
Anton Tagliaferro and the IML investment team examine the shift that the changing inflation and interest rate environment is having on the...
As we approach year end, we’re revisiting the impact of corporate activity on our holdings and seeing vindication for our value investing...
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...
In June 2018, we published an article comparing the valuations of A2 Milk – at the time, a poster child for many ‘growth’ investors...
We discuss the results for some key companies held across IML’s mid and small cap...