News
Corporate Governance: Turning the Tables on Institutional Investors
In the light of a plethora of commentary on ESG issues we wanted to re-post our observations on ESG in Asia. This is by Kevin Smith Head of Asia Pacific Equities at Delft Partners.
Read more...
Facebook Faceplant
Last month, with a great fanfare and many pious platitudes, Facebook announced its proposed global cryptocurrency, Libra. We, along with many others, expressed doubt that Libra would meet the regulatory standards which are mandatory in...
Read more...
New Funds on Fundmonitors.com
Here are some of the latest additions to our database. Follow the links to view each fund's profile, where you'll have access to their offer documents, monthly reports, historical returns, performance analytics, rankings, research,...
Read more...
Crazy Bankies Misread APRA
Last year, APRA issued a discussion paper on how it intended to add a further 5% of additional capital to protect depositors and governments (who are effectively deposit guarantors) in the case of bank insolvencies.
Last week,...
Read more...
Auto Trader: Finding opportunities amongst the Brexit wreckage
Auto Trader embodies many of the quality characteristics Fairlight is searching for; recurring revenues, excellent cash flow conversion and strong organic growth. Although quality is paramount when assessing businesses, Fairlight is not...
Read more...
Winning at the IPO Game
At Cyan, over this period, we have considered approximately 50 of these listings (we don't invest in resources or biotechnology which make up many of the new market entrants) and have put money into just 11. Despite both our cynical nature...
Read more...
Who needs kids when we have Fluffy and Rex - The $125 billion growing Megatrend
Global pet care surpassed US$125 billion in 2018 (Euromonitor International). 73% of that was on pet food. What's more, when recession hits, pet food is the last item on the shopping list to be traded down to a lesser perceived quality or...
Read more...
Does gold's breakout signal recovery ahead for gold miners?
The gold price rose to its highest in almost six years this week, in US dollar terms, breaking out of the trading range which has held since the end of the downturn in the gold sector several years ago. Gold producers' share prices remain...
Read more...
Investment Review of the Gyrostat Absolute Return Income Fund
This investment report has been prepared by McGregor Asset Consulting Pty Ltd for the Filtered Research Committee of the Association of Independently Owned Financial Professionals.
Read more...
Facebook's Libra
Libra is planned to be a global cryptocurrency suitable for international transfers. Its value will be stable because it is based on a Reserve of high quality assets. There are many unanswered questions about Libra's regulatory status,...
Read more...
