Leaders

You could be forgiven for thinking that 2020 was a difficult year for property investors, with the pandemic impacting all asset classes in unforeseen ways, no more so than property. As we have seen in other asset classes, there is still little certainty in what lies ahead beyond lockdowns, social distancing and the reopening trade….

Charlie Aitken’s AIM Global High Conviction Fund delivered a solid update to investors this week following an eventual financial year. In his role as portfolio manager, Aitken discussed individual stock ideas in the portfolio and the fund’s preference for businesses that could earn sustainably high returns on capital, while sticking with quality. While not shooting…

According to award-winning fund manager Hyperion Asset Management, the key to successful investing is to “maintain a portfolio of stocks that are robust and resilient, even in downturns and difficult economic environments.” The team employs their resources in search of four key attributes when researching companies that will determine quality from rubbish. By investing in…

The Washington H. Soul Pattinson and Co. Ltd (ASX: SOL) (WHSP) share price is on watch today after the company announced it’s acquiring Milton Corporation Limited (ASX: MLT). WHSP buys Milton The old investment house is going to buy Milton the listed investment company (LIC). Milton shareholders will receive WHSP shares as their payment, with Milton shares to be valued…

The name is synonymous with investing in Australia, yet Magellan Group remains non-existent in many direct share portfolios. Having been founded in 2006, the group under the leadership of Hamish Douglass has grown to manage over $100 billion in assets and deliver profits exceeding $200 million a year. I’ve always struggled to understand the investment…

Buy-now-pay-later (BNPL) Zip Co Ltd (ASX: Z1P) shares have been the most traded on the ASX in recent weeks (again) according to Commsec data. After reaching highs of close to $15, the current Zip share price represents a discount of nearly 50 per cent. Could now be a good time to pick some Zip shares? Why optionality…

ETF Securities, one of Australia’s leading exchange-traded fund (ETF) issuers, says “we’re just getting started” when it comes to the robotics, automation and artificial intelligence boom. In its view, the sector is still in its infancy and this revolution will touch almost every corner of the world. Director of research at index developer and research…

Ramsay Health Care (ASX: RHC) puts excess capital to work The global private hospital owner last week announced that it has reached an agreement with the Spire Healthcare Group plc (LSE: SPI) to buy the company. RHC has offered an all-cash offer of 240 pence per share to acquire 100% of Spire Healthcare Group plc…

Warren Buffett is the first to admit that active investors can’t get it right every time, doing so once again at the Berkshire Hathaway Annual Shareholder’s meeting last week. The quotes of Buffett are an enigma of themselves, with the man himself suggesting investors adopt an index approach, but being amongst the most active investors…

REA Group Limited (ASX: REA) and Domain Holdings Australia Ltd (ASX: DHG) absolutely dominate the Aussie property listing space. But how come one is much bigger than the other? Let’s take a look into why it’s a David and Goliath battle. REA share price DHG share price As you can see, both companies have experienced the same trend…

If you want to find gold, one of the best theories to go on is to look where it’s been found before – and that’s what Theta Gold Mines Limited (ASX: TGM) has done. Theta’s core project is located in the Eastern Transvaal Gold Fields of South Africa, where that country’s gold mining industry began…

In a nutshell, value investing is buying ‘quality’ companies at prices well below intrinsic value. Quality defined using four characteristics: Quality business that sells quality products, usually market leaders. Low debt – Tend to handle downturns better. Sound management Recurring earnings – Start-ups are not preferred. Warren Buffett’s famous saying “Finding an outstanding company at…