GROWTH AND VALUE

1H 2024 saw a significant performance disparity in the global stock market, driven by US trends and characterised by several key factors:

Having recently affirmed its FY24 guidance of ~$12m EBITDA, we think a low single-digit PE multiple undervalues this growing business.

It’s a new year. The Australian Open has been played & won. It’s time to refocus on the road ahead- 5 key opportunities we see for 2024

Most global equity funds started in the red but had strong gains in the final six months of the 2022-2023 financial year.

Worrying about value or growth? Why not have both say Magellan – just keep an eye on quality

A 60% payoff upside from even one ASX-listed company might be a pipedream for many investors, but it’s simply par for the course for the highly experienced Monash...

It’s easy to get bogged down in current market dynamics when a lot of energy is expended on predictions, but Bob Desmond, Portfolio Manager of the Claremont Global...

We talk a lot about US monetary policy, because they are an economic superpower, and what they do affects asset classes everywhere.We had jobless claims out overnight,...

The big investment themes of ‘best value’ or ‘high growth’ can overshadow the immediate point of concentrated investing - to make gains over time. Bob Desmond,...

At Claremont Global, a 10 to 15 stock concentrated quality growth manager that invests globally, we look at the portfolio in terms of the 4Ps: People, Process,...

The ‘value trade’ continues to do well as inflation concerns, whether you think it is transitory or real, point to rate rises and tapering of quantitative easing....

For the first time in over a decade, a new economic cycle may be underway – a ‘reflation’ cycle characterised by faster economic growth, higher inflation and ongoing...

It's a thought we've all had: Why limit yourself to investing domestically if to do so means missing out on lucrative skyrocketing international stocks (Tesla, say, or...

Just when you thought enough records were broken in 2020, the greatest inflows to value vs. growth in history takes place. By now everyone’s likely to have read...

The small-cap index returned 10.2% in November, spurred on by three separate positive vaccine announcements and the US election outcome. Whilst this performance was...

The year 2020 presented a range of firsts for many, including a global pandemic resulting in a very short-lived but deep COVID-19 recession, exacerbated by government...

Global equities have advanced as investors have weighed the worsening coronavirus pandemic against hopes of a potential vaccine. As sentiment rises, however, we...

Over the last decade in Australian equities, factor returns for growth and momentum-based strategies have been astonishingly successful - versus value and earnings...