Marcus Ryan (Co-PM, Broadcap Equities), Ed Waller (Co-PM, Ex-20 Equities), Michael Steele (Co-PM, Smallcaps) and Joel Fleming (PM, Microcaps) look back at the August 2023 reporting period and detail why they’re positive on the market opportunities that lie ahead.
13 Sep 2023
Marcus Ryan (Co-PM, Broadcap Equities), Ed Waller (Co-PM, Ex-20 Equities), Michael Steele (Co-PM, Smallcaps) and Joel Fleming (PM, Microcaps) look back at the August 2023 reporting period and detail why they’re positive on the market opportunities that lie ahead.
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Vacations might not be the only thing ‘staying local’
Dion Hershan, Head of Australian Equities, looks at why local investors might be inclined to ‘stay local’ in the year...
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Short Memories, Anyone For Oil?
We firmly believe that ‘patience’ and ‘temperament’ are competitive advantages for investing. In a world where sound bites, tweets, and...
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