Oil - The Cycle Continues

Merlon - Oil: The Cycle Continues

Merlon Capital Partners discuss their long-term views on oil, incorporating a historic context, their sustainable oil price forecast and preferred stock exposures.

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Thought Pieces from 2017

We have collated a selection of our boutique partner’s insightful thought leadership and articles addressing the events impacting our markets and investors in 2017.

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Best of the Best 2018

NovaPort Awarded Money Magazine Best of the Best Award 2018

NovaPort Capital awarded Best Small Companies Fund in the 2018 Money Magazine Best of the Best Awards.

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Ardea and Kapstream - KangaNews Awards 2017

Ardea and Kapstream have been awarded Australian market house awards by KangaNews 2017.

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Greencape Awarded Money Magazine Best of the Best Award 2018

Greencape Capital awarded Best Australian Share Fund for the second year running in the 2018 Money magazine Best of the Best Awards.

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Bull vs bear

Kapstream - What? Bullish equities? Are you mad...?!

Kapstream Capital look at why investors remain bearish whilst the global economy is showing positive signs of growth.

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Greencape - Our Biggest Lesson from the GFC

Greencape Livewire Exclusive - Our Biggest Lesson from the GFC

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Greencape - How is Bunnings' UK Expansion Progressing?

Greencape Livewire Exclusive - How is Bunnings’ UK Expansion Progressing?

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Quality Ingredients

Home Cooking and Value Investing - Why Careful Ingredient Selection and Patience Pays Off

This paper from Avenir discusses why patient investing pays off

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New York City

WaveStone - USA Research Trip

WaveStone's Raaz Bhuyan shares his insights from a recent company research trip to the US. 

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