BEFORE WE START, WHAT KIND OF INVESTOR ARE YOU?


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    20 February 2023

    As one of Australia’s largest and most experienced Australian equity managers, we’ve navigated our way through our fair share of market ups and downs. While conditions don’t always play in our favour, our proven process means we’ve delivered excess alpha for more than 27 years*.

    Episode 2: How we find value in the Australian share market

    In part two of our Good Value Series, Jason Kim discusses how our intrinsic approach to assessing a company’s worth helps us identify undervalued businesses that can deliver higher risk-adjusted returns and avoid value traps.

    *as at 31 December 2022. Total net excess returns of 0.38% since inception.

    20 February 2023

    Jason Kim

    Portfolio Manager
    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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    Here are our favourite stock picks for 2023.

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    Inflation Reduction Act paves way for renewables supercycle.

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    How to invest

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