An Aussie small cap providing mission critical software
This is a company that we followed for a long time, in fact we met with the management team five times over two and a
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Beware the Chinese slowdown
Whilst we are business-focused investors who do not spend a whole lot of time on macroeconomics, it would be remiss of us to not acknowledge
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A high-quality growth stock with a very long runway
The recent correction in high growth names provided us with an opportunity to establish a starter position in what we believe is a high-quality business
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Two big reasons to go global
Although equities are widely-held by Australian investors, there is a strong domestic bias that gives many portfolios high sector concentrations. Better diversification requires a global
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How to spot genuine pricing power
A much less visible but even more powerful lever for the long-term investor comes in the form of pricing power.
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Surviving and thriving after the next Trump Tweet
Markets continue to obsess over the trade war. We remain focused on finding and backing businesses that we think have the potential to thrive no
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Network effects: when big gets very big very quickly
Think marketplaces, exchanges, payment networks, social networks, or any other form of business exhibiting network effects.
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Screening for dynamic, underfollowed smaller companies
We have three philosophical tenets that inform our approach to screening.
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Fascinations: investment management can learn from sport
The ‘big man’ problem in investment management
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The power of letting winners run
Handling winners is a complex task, especially at the extremes. Conventional wisdom is keen on locking in profits with some form of the saying such
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