renovation

Latest news and analysis on renovation

Equities

A global "DIY" company beating even the most optimistic forecasts

A consistent theme emerging from the Fairlight portfolio over the past few quarters has been the outperformance of companies that seized the opportunity to invest...
Alvise Peggion, CFA
Fairlight Asset Management
Equities

A durable compounder global investors have overlooked

Masco Corporation, a recent addition to the Fairlight portfolio, has quietly transformed itself following a near-death experience in the GFC. The company has evolved...
Will Dowd, CFA
Fairlight Asset Management
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