Will Anything Drive A Turnaround In Car Sales?

May 2020 Newsletter | COVID-19 has materially impacted the way we conduct our lives. Some of the changes to our way of life will be temporary, some may be permanent, and some may simply accelerate trends that were already in place prior to the ... Read more

Real Estate Ructions

April 2020 Newsletter | COVID-19 has led to significant falls in global equity markets, with the ASX 200 dropping 37% off its February high on a peak to trough basis. Sectors with relatively defensive earnings streams (Healthcare, Consumer Staples ... Read more

Coronavirus Crisis

March 2020 Newsletter | In the four weeks since the 21st of February the ASX200 has declined from 7197 to a low of 4402 on the 23rd of March. And there is no telling whether and by how much it might continue to fall. The question from here is what to ... Read more

Should You Buy The Amex Card Or The Stock?

February 2020 Newsletter | Far more people have the Amex card than shares in the parent, and while owning the card has its rewards, we suspect owning shares in the company over the long term has been the more rewarding experience   ... Read more

Are Shares Expensive?

January 2020 Newsletter | As we enter 2020, "whether shares are expensive" seems to be the topic du jour for those interested in the stockmarket.  The indices are recently making new all time highs, so is the market overpriced?   ... Read more

Boris The Builder: Can He Brexit?

December 2019 Newsletter | The Boris Johnson led Conservative Party, in securing an 80 seat majority in the United Kingdom (UK) parliament, has won a mandate to “Get Brexit done”. But what does this mean for UK equities and Australian equities with ... Read more

Opportunities For The Global Value Investor

November 2019 Newsletter | After many years of consideration and preparation, the exciting opportunities that we are seeing in various global markets have driven our decision to launch the Auscap Global Equities Fund as of 1 November 2019. ... Read more