BEFORE WE START, WHAT KIND OF INVESTOR ARE YOU?


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    27 February 2023

    While growth stocks were plummeting in 2022, our team was busy examining company financial statements, researching industry dynamics and meeting companies, their competitors, suppliers, and customers. This process provided us with strong signals on where the best opportunities are in the market.

    Episode 3: Our value stock picks for 2023

    In part three of the Good Value Series, we reveal our stock picks for 2023 and share our thoughts on which sectors we believe offer the greatest opportunity for sustainable returns and outperformance in 2023 and beyond.

    27 February 2023

    Jason Kim

    Portfolio Manager
    Episode three: From crude to pump: unpacking Australia’s petrol price cycle.

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    PFAS: The risks, opportunities, and an Australian company to watch.

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    Episode two: Rio-Arcadium deal affirms Rio’s confidence in lithium.

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    ESG INSIGHTS: Nuclear’s role in decarbonisation.

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    Episode one: Is this the start of the great rotation into resources?

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    Have ASX iron ore stocks found their floor?

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    For any enquiries in relation to our products, please contact Investor Services on 1800 034 494.