outperformance

New research indicates there are 5 pathways common to the few that shoot the lights out of total shareholder return over a 10 year period

The Australian REIT sector continued its rollercoaster ride of performance, delivering a +5.2% return in April, after the RBA’s pause in rates at 3.60%.The unexpected...

Global growth stocks enjoyed a golden period in recent years. This continued throughout the pandemic as lifestyles (and spending habits) quickly adjusted to new ways...

Investment textbooks tell us that value stocks generally outperform growth stocks in periods of rising interest rates and economic slowdowns. However, history tells...

As interest rates have marched steadily towards zero, investors who rely on income have been forced further out along the risk curve in order to generate sufficient...

Recent Morningstar research has found that a portfolio of higher dividend-paying shares meaningfully outperforms over the long term. In fact, over a 45-year period,...

An important issue all investors wrestle with is how closely aligned a company's management team is with ordinary shareholders. While there are countless ways to...

Outperforming a rising market is no mean feat. It has no costs, reinvests all dividends the moment they’re paid, and is 100% invested at all times. According to Marcus...

The last 12 months in markets have sure been wild. On average, the top five gainers across the ASX 200 returned a whopping 371.5%. And no to you cynics out there, that...

How important are rankings of managed funds’ results during the past 12 months? How should investors interpret them? In a key sense, rankings ARE important – but NOT...

I don't think performance fees help. Actually, I suspect performance fees probably do more harm than good.Reason 1: Work smarter not harderFirst, it is tough to...

One of the better-known market anomalies is the momentum effect. This describes the tendency for stocks that have recently performed well to have a better-than-average...

"Long term, culture is enormous in terms of one business doing better than another." Paul Black, WCM Investment Management Culture counts. And sometimes it’s the most...

Active management has successfully delivered alpha from Australian small companies over the long-term. Further, in periods when the dispersion of stock returns within...

The feedback I often get from readers of my articles is that I must be an investment bear. That’s understandable given my last two articles were “The Dirty Dozen...