News

A Long Term Approach To Investment

April 2019 Newsletter | In this edition we look at the long term approach to investing. ... Read more

The Residential Construction Contraction Conundrum

March 2019 Newsletter | In this edition we ask can Australia handle a contraction in residential construction? ... Read more

A Value Investor’s Perspective On Digital Disruption

February 2019 Newsletter | In this edition we discuss the threats and opportunities that digital disruption presents for value investors. ... Read more

Is There Value In Value Investing

January 2019 Newsletter | In this edition we discuss the relative performance of value-based and growth-oriented investment strategies. ... Read more

Market Observations In Turbulent Times

December 2018 Newsletter | In this edition we discuss our observations on and response to the recent stockmarket volatility. ... Read more

Portfolio Update & Opportunities From Volatility

November 2018 Newsletter | In this edition we discuss the performance of the portfolio over the last three months. ... Read more

The Shareholder Conundrum – Agency Risk

October 2018 Newsletter | In this edition we discuss agency risk, the conflict facing management teams between acting in their own interests and those of their shareholders. ... Read more