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

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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

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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

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An ASX healthcare darling with big shoes to fill: Will it rise to the occasion?

Nanosonics has lived in the shadow of giants like Cochlear for years. Can several near-term growth levers propel the company to new heights?

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The ASX company with a $420 million outlook

Healthcare is a tough space in which to win. But one Australian company has been enjoying the fruits of its labour... and then some. 

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How investors can tilt the odds in their favour in 2022

Investors could be well served to invest less time on the transitory vs permanent inflation debate, and more on tilting their portfolios to thrive regardless

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Principles to steer you through investment shoal

Lakehouse Capital Senior Analyst, Donny Buchanan, recently featured in the ASX investor update to provide his outlook for small-cap stocks, markets in 2021.

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