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Portfolio Manager, Andrew Smith, shares his summer holiday reading list. Be inspired and keep you finger on the pulse.  I plan to use the quieter markets over January to finish books that I have typically started reading and have put aside to focus on the latest...

At a high level, we need to feed society and the availability of food is important. However, not all food is created equally, given the growing call to minimise implications for the environment and society at large from food production. It's not only thermal power station...

Is it time to look at value investing again? Just as markets move in cycles, investment styles go in and out of favour. Both in the domestic and global markets, the last 5 years have seen strong outperformance by growth and momentum styles of investing. So...

Portfolio Manager & Director, Stephen Bruce gives you his top picks for reading over the summer holidays. A fascinating book I read recently was “The new Tzar: The Rise and Reign of Vladimir Putin” by former NY times Moscow correspondent Steven Lee Myers. It is a...

Can you capture the revolution in new technologies such as electric vehicles, the roll out of the 5G network or the rise of the internet of things investing in the ASX? Of course. Revasum manufactures a portfolio of precision solutions that are integral to the manufacturing...

Marni Lysaght, Equities Analyst, Perennial Value As much as I enjoy working, I really look forward to going on holidays. I will be spending the summer period travelling in India and Europe. My close friends have invited me to their (multi-day) wedding celebration in Kolkata before Christmas....

    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...

Looking at investments through an environmental, social and governance (ESG) lens is a critical part of being an analyst and can add enormous value when choosing to invest in a company. Perennial has recently established a position in Calix Limited (ASX:CXL), an Australian company with patented...

At Perennial, Environmental, Social and Governance (ESG) factors are a key consideration in investment decision-making alongside traditional investment research. In particular, we actively engage with companies in which we invest (and indeed, those that we don't) regarding ESG matters. In particular, we actively engage with companies...

I was fortunate enough to spend 10 days travelling throughout the United States, visiting 5 different States, undertaking company visits. It was a jam-packed trip filled with site tours, company and analyst meetings and of course many flight changes and delays. Along with learning about and...