Australian technology: a minefield with some diamonds

Joe Magyer shares his views on the technology sector in Australia.

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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 with a very long growth runway.

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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 focus.

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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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The importance of saying “no”

Listen to Chief Investment Officer, Joe Magyer, appear on Livewire’s exclusive podcast series: “the rules of investing”

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