Why investors should take a ‘private equity’ approach in this difficult market
By taking a private equity approach to investing in the public equity markets in this difficult market, investors can harness the “best of both worlds” and still make superior returns over the long term.
Barbarians in your portfolio: The best way to access the private markets boom
Of the private market giants, our preferred option is Blackstone, the world’s number one player with $US731 billion of assets under management (AUM) across all asset classes. The company has grown its AUM by 16% per annum for the last decade. It has created a ‘flywheel’ where its success allows it to attract the best talent and best deals, that lead to further success.
Lifting the hood: 5 big investment ideas from the recent reporting season
We have recently passed yet another reporting season where investors typically try to analyze heaps of information that could impact short-term stock movement. Read on to know what our team has identified as the 5 big investment ideas from this recent reporting season to gain an edge in your investment decisions.
Concentrated and Patient: How Active Investing Wins
A select set of active managers who run concentrated portfolios and patiently hold their positions have been shown to significantly outperform over the long term. With passive strategies set to be challenged in the next decade, investors need Active investing avenues now more than ever.
Multiple S in the Alphabet: How the S-curve explains why mega-techs still have enormous upside
Investors look at mega-tech companies and feel they are over-valued- how could their growth stint continue in the same trajectory? The answer lies in the S-curve. Read on to know all about it.
The 3 reasons why mega-tech ‘growth’ stocks are the best ‘value’ stocks today
Investors shouldn’t rotate out of mega-tech to value because mega-tech are value… Our analysis shows that mega-tech stocks not only offer some of the best growth opportunities, but also offer some of the best ‘value’ opportunities in the market today
Learning from investment legend James Anderson: Growth at an Unreasonable Price
James Anderson has spent decades capitalising on the market’s short-term focus by buying traditionally “expensive” stocks with incredible upside potential. Here we take a page out of his investment playbook.
Applying the Connor Leonard Framework
Value investor Connor Leonard successfully filters business opportunities into four subsets. We explore Reinvestment Moats – entrenched flywheels where management can redeploy capital at high incremental rates of return.
5 ways to build investment portfolios amid growing inequality
Inequality creates winners and losers. And there are key steps that investors can take to be on the right side of these changes – to not only protect their portfolios from growing inequality, but also generate strong investment returns into the future.
