Market insights

Taking Stock Weekly Insights

Jan 22nd, 2021 • 16m 16s
Kien and Jacob speak to the key themes and stock opportunities heading into the first half of reporting season.

Taking Stock Weekly Insights

Jan 15th, 2021 • 16m 38s
Tim and Kien speak to the recent removal of AGL Energy (AGL), Integrated Research (IRI) and Clover Corp (CLV).

Investing in the share market is easier than you may think

Feb 18th, 2021 • 12:30pm - 1:30pm AEDT
Presented by:  Matthew Swartz, Senior Portfolio Manager Arjun Shanker, Business Development Manager - Managed Funds
Gain insight into our portfolio construction and methodology behind our high performing Managed Funds

Taking Stock Weekly Insights

Dec 18th, 2020 • 24m 20s
Tim and Kien take you through some of the key lessons presented by COVID-19 and present their views on the...

Taking Stock Weekly Insights

Dec 11th, 2020 • 22m 32s
The star stocks in focus this week are McPhersons (MCP) and Charter Hall Long Wale REIT (CLW).

Taking Stock Weekly Insights

Dec 4th, 2020 • 24m 51s
The star stocks in focus this week include Pushpay (PPH), Collins Foods (CKF) and McPhersons (MCP).

Comparing managed funds? Here’s why boutique fund managers beat the institutions

Dec 1st, 2020
Author:  Meagan Evans, Communications Manager
Don’t assume that the largest and most well-known Managed Funds deliver superior returns.

Taking Stock Weekly Insights

Nov 27th, 2020 • 23m 28s
The star stocks in focus this week include Insurance Australia Group (IAG), Fisher & Paykel Healthcare (FPH) and Monadelphous Group (MND).

The secrets behind our investment success and how you can benefit in 2021

Dec 17th, 2020 • 1hr 16mins
Presented by:  Matthew Swartz, Senior Portfolio Manager Arjun Shanker, Business Development Manager - Managed Funds
We’re optimistic our investment approach favouring financially healthy, high-quality stocks will payoff 2021.

Taking Stock Weekly Insights

Nov 20th, 2020 • 24m 40s
The star stocks in focus this week include Insurance Australia Group (IAG), Aristocrat Leisure (ALL), a2 Milk Company (A2M...

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