Value Opportunities

The recent market downturn and macroeconomic environment has improved the valuation profile and outlook of Australian Real Estate Investment Trusts (A-REITs). ...

Dusk Group (DSK.AX) are a specialist retailer operating solely within the Australian market. Dusk is best known for its scented candles however, its range includes...

Alkane Resources (ALK) is an Australian focused gold mining and exploration company who’s four key assets comprise the Tomingley Gold Operation (TGO), the rare earths...

In an environment of persistent earnings multiple expansion, investors have had to look hard to find quality value names. With confession season largely behind...

“The worse a situation becomes, the less it takes to turn it around, and the bigger the upside.”* WTW is one of our fund’s largest positions and has advanced over 50%...