Investor Insights

December 20, 2022

Investor risk aversion sees IPOs plummet in 2022

By Roger Montgomery

Rising interest rates have dimmed the risk appetite of many investors. And it’s not just crypto, NFTs and speculative ‘growth’ stocks that have taken a hit. This calendar year also saw global IPO proceeds drop markedly. For example, in the U. S. , IPO proceeds fell 95 per cent from 2021.
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December 19, 2022

Why 2023 could be a good year for investors

By Roger Montgomery

Without a doubt, 2022 has been a tough year for equity investors. As I write, the S&P500 is down around 16. 5 per cent, and the ASX200 is down around 5. 5 per cent. But don’t despair – 2023 could see a return to sharemarket gains.
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December 16, 2022

Perreault Resigns from CSL, having already written some of the next chapter

By Roger Montgomery

When investors, like Montgomery, and our partners, Australian Eagle, talk about quality Australian companies – those with wide and deep economic moats or competitive advantages, relatively low debt, high returns on equity and growing profits – Australian biotech CSL Limited (ASX:CSL) invariably appears near the top of the list.
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December 9, 2022

Aura Private Credit: Letter to investors 09 December 2022

By Brett Craig

This week the RBA increased the Cash Rate by a further 25 basis points to 3. 1 per cent. Data from the Australian Bureau of Statistics showed quarter on quarter GDP growth of 0. 6 per cent and 5. 9 per cent year on year for the September quarter.
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December 9, 2022

Elders shows it is a business for all seasons

By Sean Sequeira

Elders (ASX:ELD) has been a leading Australian agribusiness since 1839. In that time, it’s gone through a number of ups and downs. But under CEO, Mark Allison, it looks to have found its groove – as reflected in the most recent results. Despite the CEO’s impending departure, we think the Elders’ business model will continue to reward investors.
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December 7, 2022

Is our current version of capitalism failing people and our planet?

By Roger Montgomery

  In this week’s video insight Roger discusses the REDcycle program that has been suspended after it was revealed soft plastic items collected at Woolworths and Coles had bee stockpiled for months in warehouses and not recycled. Many experts suggest recycling solutions are no solution at all. They suggest what is required is a ban on plastics.
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December 6, 2022

Aura High Yield SME Fund wins prestigious award

By Roger Montgomery

The influential 17th With Intelligence HFM Asian Performance Award ceremony for 2022 was held in Singapore on 30 November. Winning managers were selected from a variety of categories, including Arbitrage, Macro, Australian Equity, Asia ex-Japan, Managed Futures, Indian Equity, Chinese Equity, Global Equity, Fixed Income and High Yield Distressed Category.
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December 2, 2022

Aura Private Credit: Letter to investors 02 December 2022

By Brett Craig

This week, the Australian Bureau of Statistics released the monthly consumer price index, seeing a slight month-on-month fall, the Aura High Yield SME Fund was recognised in the HFM Asian Performance Awards 2022, as the top performing fund in the Fixed Income, High Yield & Distressed Category over the past 12 months in APAC, and our team attended the annual…
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December 2, 2022

Are you looking for monthly income?

By David Buckland

Investors looking for investment opportunities providing monthly cash income, may want to consider the Aura High Yield SME Fund or the Aura Core Income Fund. This is particularly suitable for investors who wish to source monthly income with lower volatility of returns.
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November 30, 2022

AMP’s strong valuation case

By David Buckland

  In this week’s video insight David discusses Australian Eagle Asset Management’s process of analysing unloved companies which are seeing an operational turnaround yet to be understood by the market.   A recent example of an “improving quality” company with a strong valuation case is AMP (ASX:AMP).
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November 29, 2022

Is this as good as it gets for the ‘flying kangaroo’?

By Roger Montgomery

Warren Buffett is no fan of airlines as an investment. He once wrote that “if a far-sighted capitalist had been present at Kitty Hawk, he would have done his successors a huge favor by shooting Orville down. ”  And I doubt he would change his mind when it comes to investing in Qantas (ASX:QAN).
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