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Milford launches twin strategies to tackle concentration and credit risk
Milford Australia has brought two new funds to market, including a fixed income strategy launched in response to growing adviser demand for more liquid, transparent credit solutions.
The launch of Milford’s Corporate Bond Plus Fund comes at a time of strong growth in credit investing in Australia, fuelled in part by the expansion of private market […]
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Empowering Youth, One Step at a Time
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
Stock Story: Genesis Minerals
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
Month in a Minute: May 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
Uncovering alpha in small caps
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
Month in a Minute: April 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
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
Stock Story: Ryman Healthcare and Summerset Retirement Villages
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
Month in a Minute: March 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
How Milford’s active approach is cutting through the noise
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.
Stock Story: CenterPoint Energy
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
Month in a Minute: February 2025
USA, a bit less exceptional
February saw a sharp change in tone for markets. Share markets sold-off, led by the US as investors grew concerned about
Stock Story: Regis Healthcare
The Australian aged care sector is sometimes described as sleepy and slow-moving, yet it plays a vital role in the nation’s healthcare system. Heavily regulated
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