yarra capital management

Inefficiencies, distortions and why you need to look beyond the "Mundane Seven"

The Yarra Capital Management equities team take a deep dive into big themes, key sectors, and compelling stock opportunities.

Rapid Fire interview with the Yarra Capital Management equities team following the recently completed ASX reporting season.

We all want great returns for appropriate risk. Yarra's Roy Keenan seems to have found the formula amid the ever-shifting credit landscape.

Yarra's Dion Hershan is not afraid to think differently - his bold move away from some of the ASX's most-loved companies is proof of that.

In this Rapid Fire, Yarra Capital Management's Dion Hershan, shares his hot take on markets and why validation reigns supreme

Roy Keenan has been running the Yarra Enhanced Income Fund and delivering for investors for almost 22 years - he explains how below.

Take a deep dive into all the big themes, key sectors, and biggest risks and opportunities from reporting season.

Inspired by a Bloomberg article, we ask one of Livewire's most optimistic contributors to quell the fears of the pessimists.

The secret to constructing portfolios with a strong stomach is to be "brutally self-aware", says Yarra Capital Management's Dion Hershan.

A changing global paradigm for financial markets holds promise for Australian fixed-income investors, says Yarra Capital's Phil Strano

It seems the good times keep rolling for income investors...

Bonds could outperform even if rate cuts don't come until 2024. Darren Langer of Yarra Capital Management explains why.

Prime Value's Mike Younger and Yarra Capital Management's Katie Hudson share the opportunities they have identified within small caps.

This is our March 2023 quarter outlook which, given we are recording this a few weeks prior to the close of the calendar year, also enables us to lift our eyes and...

When thinking about a capital structure, on one end of the spectrum you have senior debt and on the other, equity. The securities in the middle can be unloved at...

Rain, hail or shine, investors must make investment decisions for the betterment of their holdings. But when a record bull market looks set to falter, hitting...

Throughout history, top performers have done whatever it takes to remain at the summit - however it is the experienced heads that play the game with distinction whose...