quality companies

For Ninety One, quality means a long-term sustainable competitive advantage, sourced from innovation.

Financial markets provide opportunity to increase exposure to some good and great Australian businesses.

In this episode, FNArena's Rudi Filapek-Vandyck outlines why value investors can't expect a reversion to the mean.

When the market wakes up to the rich prices it's paying for quality stocks, investors could be in for a shock

Looking for a break from US mega-cap tech stocks? In this wire, I profile four outstanding UK mid-cap stocks owned in the Aoris portfolio.

Blackwattle reflects on Altium being acquired, one of the highest quality stocks on the ASX

Leveraging expertise for expansive growth

In periods of margin compression, companies with dominant market positions typically shine. These are our picks.

Keeping with tradition, FNArena's Rudi Filapek-Vandyck shares his thoughts on what investors can expect over the next month and beyond.

The market narrative seems to be backing away from recession and turning more bullish. So how are fundies positioning?

German industry has stood tall for decades. We take a closer look at what investors can learn from the powerhouse of the European economy.

In part one of this note to young investors, I set out the reasons why I think young investors should steer clear of index funds and instead invest in high-quality,...

Australia's most famous biotech company also happens to be a "dream" investment, argues Australian Eagle CIO Sean Sequeira.

If you’re a younger investor, you’ve likely heard about – and even possibly invested in – index funds, whose promoters argue it’s easier, cheaper, and wiser to stick...

Relative to history, current levels would be considered strong. But the cycle is what matters, and loans have overshot to the downside.

The US economy shrank last quarter and many economic indicators range from weak to bleak, but the picture painted by the best businesses is quite different. In this...

"In a negotiated purchase of a business, you’re almost always dealing with someone that has the option of either selling or not selling, and can sort of pick the time...

Two Australian stocks – an unloved commodities play and a global audio technology firm – are top of mind for the three Quality-focused fund managers interviewed...

In the world of investing, there is always plenty of chatter about what a "quality" company looks like. Almost everyone would probably agree that profitability is a...

Lovisa is an attractive growth story with a global store rollout opportunity. Lovisa’s vertically integrated business model underpins their high gross margins,...