The macroeconomic landscape faces escalating costs, high inflation, low employment, and dwindling consumer demand. However, investors must focus on business resilience, competitiveness, and strategic...

Wealth compounds over the long term. When investing, we do so under considerable uncertainty, and sound risk management strategies are necessary to ensure we generate above-average returns. However,...

The pandemic, devastating weather events, and the invasion of Ukraine are examples of macro-environmental shocks impacting companies worldwide. In a connected world, events that occur on one side of...

Lovisa is an attractive growth story with a global store rollout opportunity. Lovisa’s vertically integrated business model underpins their high gross margins, enabling rapid speed to market. Several...

The recent dismissal of James Hardie CEO Jack Truong highlights the importance of organisational culture and the responsibility of company directors. While an unplanned exit of key executives is a...

Australia is known for its high-quality manufacturing, with homegrown emerging automotive companies driving innovative solutions to a market undergoing significant change. The shift toward electric...

Identifying and understanding the key drivers of risk and return is a crucial skill for any long-term active investor. Traditionally these items were defined purely in economic terms (revenue,...

For long-term investing, it’s important to understand both the narrative of an investment and the numbers that support it. Qualitative research provides the grounding for understanding the narrative,...

TPG Telecom (ASX: TPM) remains a polarising investment. Ongoing uncertainty regarding its future with Vodafone plagues investment performance, and the changing market dynamics have impacted our...

Domino’s (ASX: DMP) has been served with a class action lawsuit regarding wage underpayment. Domino’s believe their agreements are applicable and will defend this in court. The materiality of the...