December 1, 2019
Issue No. 27
- Article 1: Bulls, bonds and brain damage
- Article 2: Why valuation still matters
- Article 3: The power of compounding when rates are low
- Article 4: The anatomy of the Australian small cap market
October 1, 2019
Issue No. 26
- Article 1: Five key themes for small-cap investors
- Article 2: Roger that – Flight Centre delivers again!
- Article 3: Five global themes we think will deliver strong returns
- Article 4: Three reasons why we have held Reliance through recent price volatility
August 1, 2019
Issue No. 25
- Article 1: The two big themes for Aussie investors
- Article 2: Risk perception for the modern investor
- Article 3: Does Challenger’s recent announcement imply good news?
- Article 4:Do we view Brambles as a high quality company?
April 1, 2019
Issue No. 24
- Article 1: Reporting season highlights opportunities for value investors
- Article 2: Blue skies ahead for Sydney Airport?
- Article 3: Our view on Challenger
- Article 4: One important aspect of active management
