Insights
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…
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…
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.
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…
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…
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…
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…
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…