Investor Insights

As I note below, solving housing affordability won’t be enough with just a massive supply of affordable dwellings rapidly built by state and federal governments. The market for these properties will have to be tightly regulated, and controlled, with continuous maintenance and updates. It’s doable, as is its financing.

Last week we commenced a series exploring the different loan and security types of the Aura Private Credit strategies hold exposure to via relationships with non-bank lenders we see as best of breed. These lenders provide Australian SMEs with specialised funding solutions, utilising securitisation warehouse structures, provided by the Aura Private Credit strategies, as investment vehicles.

With reporting season about to begin and confession season well-underway, analysts are keen to understand the extent to which any pullback in consumer activity has, for example, impacted business. Thus far, earnings momentum has tilted negatively.

The Aura Private Credit strategies partner with best of breed non-bank lenders who provide Australian SMEs with specialised funding solutions. These lenders utilise alternative security forms which the banks may be unable to use due to prudential regulations that govern the banking system in Australia.

Back on 12 October last year, with the S&P500 in the grip of a bear market, we published a blog titled “Why it might be time to be greedy once more”. It’s turned out to be a good call, as the index has since gained 21 per cent.

Our global investment partner, Polen Capital, seeks to invest in high-quality companies that have strong growth potential and competitive advantages. In this article, I explore a U. S. -based retail businesses owned by the Polen Capital Small and Mid Cap Fund – Five Below. Five Below is a discount chain that sells products that cost up to U. S.

Our global investment partner, Polen Capital, seeks to invest in high-quality companies that have strong growth potential and competitive advantages. In this article, we introduce two U. S. holdings in the hard-surface industry: Yeti Holdings and Floor & Décor Holdings.

The COVID-19 pandemic emphasised the fact pets, at whatever price, have become family members. Two company enjoying this transformation are Dechra Pharmaceuticals and Musti Group.

  For many years I’ve advocated investment in equities. That won’t change. I believe owning quality growing businesses is the surest way to long-term wealth creation. A quick glance at the ‘rich lists’ of the wealthiest people in Australia, for example, reveals a list of business owners.

  In this period of heightened volatility, above-target inflation, and rising interest rates, you need investments that aim to protect your capital as well as grow it. Quality private credit is one way of achieving this. And unlike equities, the cash rate, or other asset classes, you’re not wed to the economic cycle.

  In this week’s video insight David Buckland introduces two companies in the Polen Capital Small and Mid Cap Fund: Endava and Globant. Endava is a British software development and consulting firm experiencing steady revenue growth and global expansion. Globant is a global IT company focusing on AI and software development.

Telix Pharmaceuticals Limited (ASX:TLX) is a Melbourne-headquartered $3. 9 billion company which recently entered the Montgomery and Australian Eagle portfolios and seems to have very exciting prospects. To backtrack, Telix’s targeted radiation imaging and therapy technologies have potential to transform the way clinicians can find and manage cancer to inform treatment decisions and deliver personalised therapy.