Why this COVID-Hit Sector is Still Attractively Priced
01 Apr 2021
I don’t know about you, but my COVID prediction record was woeful. Home furnishings boom? Nope. Motorbike retailer...
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Latest media
Category: Investing
ThinkSmart Torpedoes Efficient Markets
25 Mar 2021
Efficient Market Theory is the idea that asset prices accurately reflect all available information and thus it’s...
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Aussie Fund’s Prime Takeover Targets
04 Mar 2021
Consolidation and the effect of COVID-19 have made many industries ripe for takeovers. While some took place during...
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Top 2 Lessons From the GameStop Saga
17 Feb 2021
Chief Investment Officer, Steve Johnson, provides insight into two of the top lessons to come out of the GameStop...
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The GameStop Short Squeeze Explained
04 Feb 2021
In case you missed our commentary on GameStop in last week's video, here is a transcript. Co-Portfolio Manager on...
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What’s Next for Australia’s Retailers?
03 Feb 2021
Chief Investment Officer, Steve Johnson, is joined by Alex Shevelev, Senior Analyst on the Australian Shares Fund,...
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The Year That Was for the Australian Shares Fund
25 Jan 2021
As part of the December 2020 Quarterly Video Series, we took a look at the year that was for each Fund. This video...
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A Sweet Investment
19 Jan 2021
Whole Earth Brands (NASDAQ:FREE) is now the Forager International Shares Fund’s largest single investment. Whole...
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ESG Concerns: the Making of Boohoo
23 Dec 2020
“Boohoo’s monitoring of its Leicester supply chain has been inadequate for many years. Its internal processes were...
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Three Winning Stocks With a Lot More to Give
09 Nov 2020
This week Chief Investment Officer, Steve Johnson, is joined by Alex Shevelev, Senior Analyst on the Australian...
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Software Ate the World
09 Nov 2020
In 2011, Silicon Valley entrepreneur Marc Andreessen declared software is eating the world. He made the claim at a...
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Trump or Biden? Find Stocks that Don’t Care
05 Nov 2020
The U.S. Election is on everyone's minds this week. With voting wrapped up in all U.S. States but counting requiring...
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