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    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...

We are now into the ninth year of a bull market. In recent years, momentum and growth stocks have dominated markets whilst value stocks have struggled. John and Stephen will discuss why advisers and clients alike should give serious consideration to re-balancing portfolios towards a...

Perennial Value Management Head of Small & Micro Caps, Andrew Smith speaks with Tom Piotrowski about the recent earnings season, the outperformance of Small & Micro Cap stocks, and the fund’s resilience during the current market sell-off. https://www.youtube.com/watch?v=1Q9hl8AEils...

Perennial Value Managing Director John Murray sees calendar year 2018 as a turning point for value investing, with a switch out of momentum and growth stocks a logical move given stock prices and yields of value stocks.   https://www.youtube.com/watch?v=3eZydYbneL4...

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...

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...