NEWS & INSIGHTS

Boulders of uncertainty on share markets – 3 powerful tailwinds that can help

It would not be unfair to say that this has been a challenging year. Consider a global pandemic, economic devastation...

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Testing the ethics of impact investing

We are seeing an increased desire from investors to invest with impact; but is there sufficient integrity in the market?...

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Webinar: Emerging Companies Fund reporting season update – Portfolio update and insights from reporting season

Our learnings from reporting season. What we expect from our portfolio holdings and how we feel they will perform as...

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Webinar: Australian Equities Fund reporting season update – The themes and trends that emerged from reporting season

Our learnings from reporting season. What we expect from our portfolio holdings and how we feel they will perform as...

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Kamada – dually listed on the Nasdaq and on the TASE (ticker KMDA), 3.5% holding in Fund

We wrote about Kamada in March when the company announced its plans to utilise its Hyper-Immunoglobulin (IgG) Platform Technology to...

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Plus500 – listed on the London Stock Exchange (ticker PLUS.L). 3.5% position in the Fund.

Plus500 develops and operates an online trading platform for individual customers to trade contracts for difference (CFDs on approximately 2,800...

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NICE – Dually listed in the TASE and the Nasdaq (ticker NICE). 3% position in the Fund.

NICE is an Israeli based company and the world’s leading provider of both cloud and on-premises enterprise software solutions. Their...

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Radcom – listed on the Nasdaq (ticker RDCM)

RADCOM is a leading expert in cloud-native Network Intelligence for telecom operators transitioning to SDN/NFV (Software Design Networks/Network Functions Virtualization)....

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SolarEdge – listed on the Nasdaq (ticker SEDG)

In January 2018 we wrote about a company called SolarEdge. We described SolarEdge as having a significant technological advantage that,...

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