NEWS & INSIGHTS
Three spots this $108b private equity group is hunting
View PDF HERE. US manager Fred Pollock tackles the big issues in the sector: big opportunities, movements in valuations, and...
- Harding Loevner International Fund
- Axiom International Fund
- Pengana International Equities Limited
- Insights
Will luxury goods make your investment fund look fabulous as the economy slows?
Tim Richardson CFA, Investment Specialist “Luxury goods are the only area in which it is possible to make luxury margins.” ...
- Harding Loevner International Fund
- Axiom International Fund
- Pengana International Equities Limited
- Insights
How international travel will make your investment fund more elegant
Tim Richardson CFA, Investment Specialist “Luxury hasn't been democratised; it's been globalised.” - François-Henri Pinault, Chairman and CEO, Kering ...
Having an ‘A-ha’ moment on battery electric vehicles
Not all readers I imagine will have fond memories (or indeed any memories!) of the Norwegian pop group ‘A-ha’. During...
Is Co-Investing Still the Right Approach During a Market Dislocation?
View PDF Version KEY TAKEAWAYS Buyout deal volume and invested dollars drastically slowed in Q2 2022, but recently we...
How will a weaker US dollar impact Australian investors?
Tim Richardson CFA, Investment Specialist “A US dollar is an IOU from the Federal Reserve Bank. It’s a promissory note...
Global High Conviction Stocks
Portfolio Managers James McDonald and Jeremy Bendeich provide a portfolio update and insights from the reporting season.
Unpacking the impact of our software holdings
What is there not to like about software companies? They tend to operate at high margins, benefit from astonishing operational...
Global Small Companies
Portfolio Manager Jon Moog provides a portfolio update and insights from the reporting season.