Synthesis from the state of Black Swans and Kangaroo Paws
Following a commitment made last week, I have returned to pen the second in a series on my recent visit to Perth. Most importantly, after almost a decade of stagnation, Australia is once again seeing explosive growth in mining investment.
How the sausage is made
In this week’s Investment Matters, CIO Craig Shepherd provides some insight into the way in which the investment community organises in-person meetings and company access, and how First Samuel makes use of its scale to access the best of such opportunities.