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Month in a Minute: June 2025

Frances Sweetman,8 July 2025

Please disperse, nothing to see here
Investors continue to be confronted by unanticipated risks, with the geopolitical situation in the Middle East the latest event

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Taking Strides for Mental Health at Moonee Valley Football Club

7 July 2025

With help from the Milford Community Connection Program, Moonee Valley Football Club is putting mental health front and centre by launching a new wellbeing initiative

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Empowering Youth, One Step at a Time

27 June 2025

Thanks to a grant from the Milford Community Connection Program, the Operation Flinders Foundation will be sending a team of young people from metropolitan Adelaide

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Stock Story: Genesis Minerals

Minh Pham,10 June 2025

Genesis Minerals is an emerging mid-tier Australian gold producer focused on consolidating and developing high-quality gold assets in Western Australia. The company has consolidated regionally

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Month in a Minute: May 2025

Mark Riggall,10 June 2025

It’s all about the TACO (“Trump Always Chickens Out”)
After a volatile April, global share markets continued their climb in May leaving global shares close to

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Uncovering alpha in small caps

Roland Houghton,4 June 2025

Co-Portfolio Manager of the Milford Dynamic Small Companies Fund, Roland Houghton, features on this episode of Basis Points by Equity Mates. He talks through understanding

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Month in a Minute: April 2025

Mark Riggall,9 May 2025

Still tarrified, or just a bump in the night?
The volatility seen in markets over the past month suggests investors were surprised at the tariffs imposed

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Stock Story: Haleon

Haleon: A Defensive Consumer Health Leader
UK multi-national company Haleon is a global leader in the growing consumer health market, with a portfolio of trusted brands

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Stock Story: Ryman Healthcare and Summerset Retirement Villages

Jeremy Hutton,8 April 2025

Ryman Healthcare has been in the news again after just completing a second large capital raise ($1bn), the second in as many years (post the

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Month in a Minute: March 2025

Mark Riggall,8 April 2025

Tarrified
In a volatile month Milford funds fared well, and although some of our fund returns were negative, we significantly outperformed underlying markets in our diversified

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How Milford’s active approach is cutting through the noise

Alexander Whight,26 March 2025

Alex Whight, Portfolio Manager of Milford’s Global Opportunities Fund, chats to Equity Mates’ Basis Points about Milford’s active approach to investing, and navigating uncertain times.

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Stock Story: CenterPoint Energy

Ryan Williams,10 March 2025

CNP – an attractive US utility in a high growth jurisdiction
When we make investments in infrastructure companies at Milford, we adhere to the school of

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