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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....

As market volatility continues to build, investors can protect the value of their portfolios with derivatives. The good news is that retail investors are able to easily buy and sell derivatives on the ASX, but caution is warranted as they can be complex products. A derivative...

Traditionally, when seeking income, investors have turned to fixed income investments such as term deposits or bonds. However, persistently low interest rates have seen investing in higher yielding stocks become an increasingly popular strategy for investors seeking to generate an income stream. For example, according to...

If retail investors are serious about earning a yield they can hope to live on, one logical option is to look to the ETF (exchange traded fund) market where a number of ETFs have been specifically set up to maximise the amount of franked dividends...

During reporting season we were faced with many presentations that had flattering adjusted EBITDA and normalized NPAT figures – but these two numbers do not reveal the whole story to investors. To assess a company’s true health we make a beeline for their cashflow statement...

What is an ETF? That stands for Exchange Traded Fund and is shorthand for a parcel of stocks that is traded in the same way as a single stock. In other words, it’s a simple way to own a small portfolio of shares rather than a...

PWR Holdings provides engineered cooling solutions to high-end auto and industrial customers and has become a world leader in these markets. In the 1HFY17 result, they delivered considerable organic growth but this was masked by the strong move of the AUD against the GBP as...

One of the great misunderstandings among retail and Self Managed Super investors is the belief that infrastructure stocks and property trusts are always good assets to hold if you are seeking a secure income stream. Sometimes, these stocks are even referred to as “bond proxies”, suggesting...