High conviction investing amid a downturn

Why diversification isn’t simply a numbers game. How having a concentrated portfolio of businesses in which you can build a deep understanding can serve you well in periods of uncertainty and market noise.

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This healthcare name just keeps on delivering

There have been many critics of Pro Medicus along the way, but if you want access to an exceptional company, with leading technology, a dominant market position, a dearth of competitors, and new levers to pull to fuel growth, then you generally need to be willing to pay an exceptional price.

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Investing through the cycle (and a stock that passes our filters)

It’s unusual to find investment opportunities that tick all our boxes at the same time but in our experience they tend to most often be found in software, healthcare and consumer markets. Here we profile a silver medal finalist for Small Companies Fund for the FY 23 year, Cettire.

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