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
Is this now an opportunity for china exposed stocks?

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Small caps with their own ‘moat’.

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Who were the standout performers this season?

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Tyndall AM deepens Small Caps team.


NHS backlog and its impact on Australia’s top healthcare names.

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Episode five: Amcor merges with Berry in $13bn deal.

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