26th October 2018 Oct 26
19th October 2018 Oct 19
The biggest writedown in Australian corporate history?
A large corporate restructure is getting closer to a conclusion. It includes what is perhaps the biggest writedown in Australian Corporate history.Read the article
12th October 2018 Oct 12
What is downside?
Are you not investing in banks? A common question our Investment Team is often asked. Our answer is no. Read this weeks article to understand why they don't fit our investment criteria.Read the article
5th October 2018 Oct 5
Price to book investments
This week Investment Matters considers a valuation methodology that is part of our investment thesis.Read the article
21st September 2018 Sep 21
This week we look at demergers: why they happen, when they make sense, when they don't and what they may signal about broader economic conditions.Read the article
14th September 2018 Sep 14
As good as it gets?
This week we consider the implications of cost pressures being faced by many companies. As seen in the recent reporting season it was a common concern.Read the article