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
Jun 16, 2023
As the end of the financial year fast approaches, here are three main factors to keep in mind. By being prepared, particularly with your admin, having an awareness of what you can claim and considering any capital losses or gains, you will be well-positioned to make... 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
Mar 20, 2023
The nature of Megatrends is that they develop relative slowly, driven by bottom-up “local” events that slowly gain in critical mass until these trends come to define large-scale and pervasive change. John Naisbitt wrote in his book “Mega Trends 2000” that large... read more
