News & Insights
October 2018 | Market Commentary
Nov 20, 2018
The Australian share market fell considerably in October, falling in sympathy with a US market that is finally showing signs of cracking under the pressure that has afflicted emerging markets since the beginning of the year.
September 2018 | Market Commentary
Oct 9, 2018
Two things are exercising our minds at the moment – how to evolve with the constantly changing times and yet how to maintain our core disciplines based around long-term investment beliefs.
August 2018 | Market Commentary
Sep 9, 2018
Results season seemed more volatile than usual with sharp moves on little new information. Interpretation of near-term earnings direction seemed to be the major share price driver.
July 2018 | Market Commentary
Aug 9, 2018
A lot of people know which are the good horses but the odds adjust such that the proceeds from wagering on those horses theoretically even out. In both cases the message is clear – valuation matters and it is possible to pay too much for a great business.
June 2018 | Market Commentary
Jul 9, 2018
This month, we closely observe iSentia Group and Class in addition to June's top performers and detractors.
May 2018 | Market Commentary
Jun 10, 2018
The recent Fund outperformance is a pleasing result given the style of market we have been investing in. Discover this month's key contributors and detractors.
April 2018 | Market Commentary
May 15, 2018
It feels like the market has moved into a new phase with a flurry of takeover activity in recent months. We cover this April's market commentary. Read more.
March 2018 | Market Commentary
Apr 15, 2018
Charlie Munger once opined that the market was like the pari-mutuel system at the racetrack. Everyone goes there, bets and the odds change based on what’s bet.
February 2018 | Market Commentary
Mar 15, 2018
“In the short run, the market is a voting machine but in the long run, it is a weighing machine.” This month, we take a closer look at the opportunities that lie with Free-To-Air TV, and more.
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