Nov 28, 2023
This is part 2 in a series called “Beyond Buffettology”, penned by Australian Equities Portfolio Manager George Kurian. You can read part 1 here. 2. Politics In this article, I discuss how Politics at various levels could be the key driver of shareholder returns.... read more
Oct 18, 2023
2023 continues to surprise. In the closing days of 2022, one of the most difficult years for markets on record, there was nothing but pessimism. In August, I wrote internally to our staff that “though the economic outlook has not exactly improved, some markets are in... read more
Oct 16, 2023
It has been a wild ride for the Australian dollar since the Covid-19 pandemic struck and that could mean good news or bad news for your investment portfolio. In March 2020 the Aussie dipped below US58 cents for the first time in a decade. Since then, a high of just... read more
Sep 26, 2023
While many investors and fund managers are particularly fond of discussing (and investing in) American stocks, the Japanese stock market is almost completely ignored. Otherwise, for that matter, most stock markets exclude the US. Could it be that we are all fixated... read more
May 05, 2023
Imagine the Creator allowing Ben Graham to visit Planet Earth for one day. Just one day to observe the progress of his intellectual children and his beloved Value Investing philosophy. What would he see? He will not be surprised to see the terrific investing success... read more
