A Vogue Approach
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...
A selection of articles written by our team to give insight into how we think about the world
subscribeLovisa 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...
2021 has been a very unusual year. It seems appropriate to reflect on a year that has been characterised by isolation, distance, and virtuality. While 2020 imposed this strange new world upon us,...
The debate between allocating to a Value or a Growth fund is one that we come across all the time. Usually asset allocators are concerned that, at different points in the cycle, allocating to 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...
IDP Education is a business with a strengthening competitive advantage that we added last year during COVID-19. In this article, we explore the emerging characteristics of its business model that...
An active product that can demonstrate a structural or repeatable element to its performance is indicative of skilled investment decisions, while one that cannot is merely indicative of good luck. In...
Inflation, long-term bond yields and growth stocks are front of mind for many investors. We believe concerns of rising discount rates impacting present day valuations need to be weighed in...
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,...
I cannot quite believe its December. Heading into Christmas and reflecting on the year that was, it can be confidently said, it was one like no other! This year we saw our world turn upside down with...