Investor Daily - Sarah Simpkins Perennial Value Management has warned Australian investors against falling into over-negativity, saying that despite market volatility, falling property prices and fears of recession, the recent market sell-off is opening up opportunities for investment in 2019. The year began with a fall in...
In a new year that has begun with share market volatility, continued falling property prices and increased talk around recession both in Australia and the US, Perennial Value Management (Perennial Value) cautions against too much over-negativity on the Australian economy and says that the recent...
John Murray is the Managing Director of Perennial Value. John is the Portfolio Manager for the Perennial Value Australian Shares Trust. I'm planning to take a bit of time off during the summer holidays and am looking forward to reading two very different books, neither of...
The first result of Janus Henderson Group following the recent merger was a great result with almost all key indicators moving in the right direction. The highly complementary businesses of Janus Capital Group and Henderson Global Investors merged at the end of May. The Henderson share...
I have taken a few short strolls from Wynard Station to Barangaroo since it was transformed from a complex construction site to a bustling new part of Sydney’s CBD. Recalling how pessimistic some people were about this massive project undertaken by Lendlease I note that...
In delivering a full year profit of US$868 million, Woodside Petroleum reaffirmed Perennial Value’s view that it is best in class in the Australian oil and gas sector. Underpinning this was the delivery of its second highest annual production to date, highlighted by record LNG...
Boral is a key holding for Perennial Value, having bought it recently when it was out-of-favour at around $5.20. Boral delivered a sound 9% increase in underlying December half year earnings of $149 million. The interim dividend was also up a very healthy 9% to...
Rio Tinto reported a strong underlying 2016 net profit of US$5.1 billion (versus US$4.6 billion in 2015). Significant cost reductions totaling $1.6 billion were a feature. RIO has cut $7.8 billion in costs since 2012 and aims to deliver US$5bn of free cash flow in...
Only institutional, sophisticated and wholesale investors, as defined in the Corporations Act 2001 (Cth), may make applications to invest in the Perennial Private to Public Opportunities Fund.
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