The view from K2: Stephen Scott shares three companies he favours
Side-effects caused by the AstraZeneca COVID-19 vaccine have created a detour on Australia’s road to recovery, but K2
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Viriathus Capital’s Shaun Cartwright on three companies to watch in 2021
As the world emerges from the depths of the pandemic Australia appears to have once again lived up
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Meet The Fund Manager – 9 April
This week we were joined by Stephen Scott, Senior Portfolio Manager at K2 Asset Management who shares his
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Two key questions small and microcap investors should ask businesses
When it comes to picking small cap companies to invest in, K2 Asset Management’s Stephen Scott turns to
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Meet The Fund Manager – 26 March
This week we were joined by Shaun Cartwright, Managing Director at Viriathus Australia who shares his unique insights
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Lithium price highs underscore the value of good research: Shaun Cartwright
The price of lithium hit a two-year high earlier this month as demand for the rare earth element
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Cyan Investment Management’s Dean Fergie names his favourite companies
Present day markets are pricing shares on the momentum of their industries, rather than the stock’s underlying value,
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Meet The Fund Manager – 12 March
This week we were joined by Dean Fergie, Director & Portfolio Manager at Cyan Investment Management who discusses
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Mind the gap: Some company valuations make no numerical sense
Markets are willing to believe companies are worth far more than their fundamentals would suggest, and this behaviour
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Gleneagle Securities’ favoured stocks to benefit in ‘Great Virus Crisis’ recovery
Historically high unemployment rates created by the “great virus crisis” of 2020 are tipped to be a boom