FEATURED ARTICLE

Searching for better value 

2018 was a poor year for sharemarket returns in Australia. We fared even worse. In this extract from the Quarterly Commentary Simon Mawhinney explains some of the reasons for our underperformance and highlights one stock where we have found value.
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Insights

Searching for better value
Author By Simon Mawhinney on 14 Jan 2019

Insights

Allan Gray is pushing for change at the ASX
Author By Simon Mawhinney on 7 Dec 2018

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You miss 100% of the shots you don’t take
Author By Simon Mawhinney on 17 Oct 2018

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Author By Simon Mawhinney on 13 Sep 2018

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Valuing the portfolio against the market
Author By Simon Mawhinney on 17 Apr 2018

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Investing in the face of uncertainty
Author By Simon Mawhinney on 18 Jan 2018

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Swinging pendulums – finding opportunities in the small end of town
Author By Simon Mawhinney on 24 Jul 2017

Blog

Searching for value in the sharemarket
Author By Simon Mawhinney on 26 Apr 2017

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A time to stay focused
Author By Simon Mawhinney on 20 Jan 2017

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Something’s got to give…
Author By Simon Mawhinney on 20 Oct 2016

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10 years of investing in Australia
Author By Simon Mawhinney on 22 Aug 2016

News

Allan Gray South Africa Investment Conference – searching for pockets of value
Author By Simon Mawhinney on 4 Aug 2016