Marc Whittaker talks volatility and small-caps on Ausbiz (2 Feb 2022)

IML’s Marc Whittaker appeared on Ausbiz to talk about the realignment of value in the market and a return to...

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...