Cloud service providers set to expand over 2023.

Stocks that may outperform in diffcult economic conditions.

Our prinicpal adviser, Rob Shears, in his recent segment on Ausbiz TV, discussed how he used the 52 week highs and lows in our investment...

Our portfolio manager, Rob Shears, was recently asked on Ausbiz how does he filter the 58,000 global listed companies to find the gems....

This post seeks to answer the question: should I sell and invest in cash.

Our investment manager, Rob Shears, was on Ausbiz TV today, where Rob and another expert provide their views on 10 stocks selected by...

Earnings Season roundup for Q2 2022.

Watch our Portfolio Manager Rob Shears on Ausbiz talking about how currency influences the stocks Rob picks. https://www.ausbiz.com.au/me...

Long term interest rates are pricing in inflation as a more short to medium term rather than a long term.

March-April 2022 Newsletter The market has had the opportunity to check its forecasts in the last week and some of our businesses have...

Constellation Software is a Canada based conglomerate owning a collection of vertical market software (VMS) businesses. That is,...

Adobe is a great business. It is made up of 3 businesses: Creative cloud, Document Cloud and Experience Cloud. The Creative Cloud...

Taiwan Semiconductor is one of the most important businesses in the world. It is also one of the most profitable. Of the semiconductor...

It has been a volatile reporting season. The wonderful businesses we own generally had outstanding results. Alphabet continues to...

Having been managing client’s investment portfolios for over 15 years now, I know there are very few people who like seeing the value of...

Magellan: the good and the bad news Magellan hit the front pages of the Financial Review in the last few weeks of December for a few...

The year started well For those who like to yell About their loss making stonks But it all came crashing down And many began to frown...

Among financial commentators, there is a raging debate over whether inflation is transient or persistent. The problem with the argument...

We are reading lots about rising interest rates but what does it mean for investment portfolios? Rising interest rates lead to rising...