Insights - Milford Asset
Stock Story: Atlas Arteria

Daniel Simmonds, 04 Dec 2020

The toll road sector can have attractive qualities for investors. Portfolio Manager Dan Simmonds discusses why we like the less…

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National Lampoon’s – Australian Vacation

Michael Higgins, 04 Dec 2020

While international travel looks to be off the cards well into 2021, the Clark Griswold cross country (drivable) vacation is…

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The month in 60 seconds: Nov ’20

Mark Riggall, 04 Dec 2020

Watch Portfolio Manager Mark Riggall discuss November’s key highlights in 60 seconds.

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Banks are back – but for how long?

William Curtayne, 01 Dec 2020

Over the last two months the Australian banks have finally joined the broader share market recovery that began in late…

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A framework for investing in companies led by acquisition

Alexander Whight, 19 Nov 2020

Corporate history is littered with acquisitions gone wrong. But history also unearths companies that have consistently created significant value via…

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Up Close with Peter Beck

18 Nov 2020

  We go up close with Peter Beck, Founder and CEO of Rocket Lab to discuss what’s behind his success…

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AGMs & Quarterly Reporting Updates

Roland Houghton, 16 Nov 2020

The AGM and quarterly update season is upon us and given the near historic levels of uncertainty it couldn’t have…

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Stock Story: Taiwan Semiconductor Manufacturing Company (TSMC)

Alexander Whight, 05 Nov 2020

This month, Portfolio Manager Alexander Whight shares the story behind the success of TSMC, one of our investments and the…

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