Cost Pressures Slam Mining Contractors (and Maybe the...
07 Jun 2021
Labour costs are continuing to inflate around the country while miners are buoyed by high commodity prices. So where...
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Violent Reversal for COVID Winners and Growth Stocks
31 May 2021
The ASX All Technology Index, along with tech heavyweights Xero (XRO) and Afterpay (APT), have fallen significantly...
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UK Reopens for Business
24 May 2021
In this weekly video portfolio managers Gareth Brown and Harvey Migotti talk about the impact of the reopening in...
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Chirping About Twitter and Pinterest’s Recent Results
17 May 2021
In this weekly video portfolio manager Gareth Brown talks to International Shares Fund analyst Chloe Stokes about...
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Know When to Hold ‘Em and When to Fold ‘Em
11 May 2021
In this video Chief Investment Officer Steve Johnson talks to International Shares Fund portfolio manager Gareth...
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Are Tourism Stocks Making a Comeback?
03 May 2021
In our latest video Chief Investment Officer, Steve Johnson, talks to Australian Shares Fund senior analyst Alex...
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Keeping the International Shares Fund Portfolio Fresh
26 Apr 2021
In the latest video update Chief Investment Officer, Steve Johnson, talks to portfolio manager, Harvey Migotti,...
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Finally in the Mainstream
21 Apr 2021
In our December 2020 quarterly report, having just received a bid for WPP AUNZ (WPP), we discussed other investments...
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Is the Growth Selloff an Opportunity to Buy?
12 Apr 2021
In our latest video Chief Investment Officer, Steve Johnson, talks to Analyst on the International Shares Fund,...
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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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Four Strategy Pillars Driving the Australian Shares Fund...
29 Mar 2021
In the latest video discussion Chief Investment Officer, Steve Johnson, talks to Senior Analyst, Alex Shevelev,...
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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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