We continually seek to enhance the portfolio by selectively adding high-quality compounders at attractive valuations. This is an inherently difficult task – the market is usually very efficient at ...
“The stock market is the story of cycles and of the human behaviour that is responsible for overreactions in both directions.” - Seth Klarman (hedge fund manager and investor). “History doesn’t repeat ...
The LSN Emerging Companies Fund is travelling well. Funds under management have comfortably surpassed $100 million, and for the three years to September, the fund has delivered 21.8% per annum, ...
Markets are euphoric. The S&P 500 sits near record highs, valuations have soared, and leverage is creeping back into the system. Against that backdrop, Marcus Padley has done something few others can: ...
We’re now in October and Australia’s superannuation funds are still breaking out the champagne after another year of strong returns. The median balanced option delivered around 10 per cent in FY25 – ...
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Private markets have moved from a niche corner of finance to a core part of the global investment landscape. Few firms have played a bigger role in that shift than Ares Management. At Livewire Live ...
Commenting on all asset classes soaring to record highs, I explore the bizarre flood of liquidity into gold and growth assets simultaneously ...
Emanuel Datt tips the ASX rare earths producers that fit Trump’s playbook as the U.S. hunts for allies in critical minerals.
In the wake of the recent Australian reporting season, three Australian small-cap stocks across three very different sectors stand out for the strong long-term growth prospects they offer investors, ...
Cricket lovers know it as the nervous nineties. It’s the point where a batsman approaches a century, and the stakes suddenly seem a lot higher. Getting from 90 to 100 runs can take an eternity and is ...
Over recent weeks, tensions between the United States and China have intensified, culminating in the U.S. threatening to impose an additional 100% tariff on Chinese imports starting November 1, ...
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