asset class return since GFC

Improved credit quality and attractive yields support the asset class.

TDM's 2023 market memo emphasises what we believe is a simple truth: if we own high quality businesses at great prices, time is our friend

At the end of my last piece "For want of a coffee can, we left $7million on the table” which covered the story of Equities and Freeholds Limited (EQF), I suggested EQF...

Sometimes it seems like there’s nowhere to hide. Equity investors were smacked in the face over the month of October, with waves of selling hitting sharemarkets from...