Here are our favourite stock picks for 2023.

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

Value is up – and we know how to find it.

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Discover why value is outperforming growth.

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The Tyndall approach to value investing.

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Notes from the road: Energy transition versus security.

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ESG INSIGHTS: Tyndall’s review of carbon regulation.

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ESG INSIGHTS: The value in securing critical mineral supplies.

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Coles’ margins tighten, Iluka guides higher.

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BHP & Santos confirm cash flow bonanza.

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QBE delivers, but big banks disappoint.

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Expecting a mixed reporting season.

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ESG INSIGHTS: Decarbonisation – a risk to dividends?

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ESG INSIGHTS: Origin ramps up investment in cleaner energy sources.

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ESG INSIGHTS:
Being a Good Naber.

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ESG Insights: Cybercrime surges during pandemic.

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Uncovering hidden value during February reporting season.

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Inflation Reduction Act paves way for renewables supercycle.

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