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...
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...
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...
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...
Quality mid and small cap companies produce positive results despite COVID-19
We discuss the results for some key companies held across IML’s mid and small cap...