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CommSec Executive Series  Stephen Bruce Director Portfolio Management speaks with Tom Piotrowski about the key themes that have emerged from the August earnings season. https://www.youtube.com/watch?v=_c1Dwr9S8ek&feature=youtu.be...

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...

Money Management - Nicholas Grove “Risk is our business!” Captain James T. Kirk exclaims across his briefing room in the classic Star Trek episode, Return to Tomorrow. “That’s what this starship is all about. That’s why we’re aboard her.” What, you may ask, do the voyages of...

They say big things come in small packages, but nowhere is that truer than in smaller companies. Small companies can offer the possibility of big returns, but that often comes at the price of higher volatility. Andrew Smith, Portfolio Manager of Perennial Value, will discuss why...

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....