Subscribe to get our latest investment news and insights straight to your inbox.

Please fill out your email
Please fill in your first name
Please fill in your last name
Please select an investor type
Please select your state
Please complete recaptcha

Read how Andrew Smith, Head of Small and Micro Caps uncovers great stock ideas for the Microcap Opportunity portfolio. Acrow Formwork and Construction Services (ASX:ACF) is an investment that is in the Microcaps Opportunities Trust. You can read more about this Trust here. How did you...

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 we pose the question, is it time to...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text]Investors benefit from getting away from their desks. While reading the financial press and dissecting company announcements and reports is important, I know I enhance my investment research when I get out of the office to meet with...

Flight Centre Travel Group (ASX: FLT) Flight Centre Travel Group (FLT) produced a result in line with market expectations supported by solid profit growth from its America’s and Europe/Middle East/Asia (EMEA) businesses. While FLT’s Australian and New Zealand business did show revenue growth during the year,...

The current Reporting Season of August 2018 has left some investors surprised, some disappointed and some delighted. As Reporting Season nears completion, a name falling into the category of delight has been that of People Infrastructure, beating prospectus forecasts and consensus expectations, with management guiding...

Navigator Global Investments delivered a quality FY18 result with EBITDA +15% and dividends +14% both in US$. This capped off a successful year, which saw the share price almost double. Source: NGI FY18 Result Presentation After such a strong run, investors could be forgiven for thinking all...

In an environment of persistent earnings multiple expansion, investors have had to look hard to find quality value names. With confession season largely behind investors in Australia, some names in the Small Caps space have come out relatively unscathed and appear poised to meet guidance...

Structural Biases Many academic papers such Fama and French (1992) have identified that smaller companies outperform their large cap cousins over the long term. While locally it has been evident with the median Australian small cap manager returning 2.7%** more than the large cap median over...

With so much focus on the rapid rise of passive investment strategies, it’s important to remember the role active management can play in a portfolio. Not only can active managers add alpha, they often perform best in more challenging markets when investors appreciate it most....