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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...

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....

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...

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...

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...

It is conventional wisdom that the Australian share market is largely comprised of mature businesses with a particular emphasis on financials and resources. Happily, if you explore beyond the stocks covered by the larger brokers it becomes obvious that this is not the case and that...

After several years of underperformance, investors were initially attracted to the better valuations which were available in Small Caps. However more recently there has been a noticeable improvement in risk appetite. This has added fuel to the rally with investors taking comfort from the almost...

Why have small caps been performing so strongly? Do you expect this to continue, and why? After several years of underperformance investors were initially attracted to the better valuations which were available in Small Caps. However more recently there has been a noticeable improvement in risk...