-Sep 30, 20202 minIPO floodgates open as ‘unprecedented’ number of companies seek to list on the ASXAustralian small cap investors have an unprecedented opportunity to gain exposure to new company floats, according to small companies...
Artisan PartnersSep 29, 20202 minArtisan Global Discovery Strategy reaches 3-year anniversaryPortfolio Managers L-R: James Hamel, Craigh Cepukenas, Matthew Kamm, Jason White (Lead) The Artisan Global Discovery Fund is an...
Anthony KavanaghSep 22, 20205 minWhy it pays to follow the insidersThere is an asymmetry of information in markets which is one of the key reasons buyers and sellers are willing to transact at a given price,
Artisan PartnersAug 11, 20204 minThe Importance of Profit Growth in Equity ReturnsThere is frequent debate among market participants about which style factors will be in favor in the future: growth, value, momentum,...
-May 31, 20202 minOC’s Micro-Cap stakes claim in positive territoryThe original article was published in the Australian Financial Review on May 11, 2020 (click to view) Sarah Thompson, Anthony Macdonald...
-Apr 30, 20201 minVideo Update Rob FrostOC Head of Investments Rob Frost provides his latest insights on the impact of COVID-19 as well as portfolio opportunities in the current...
Artisan PartnersMar 31, 20203 minThoughts on recent market volatility and portfolio positioningA discussion with Artisan Partners Growth Team Escalating COVID-19 concerns and Saudi Arabia’s decision to cut oil prices and boost...
Artisan PartnersMar 24, 20206 minFinding growth: Transforming how we all workThe Artisan Partners Growth team is committed to finding accelerating profit cycles globally and investing in reasonably valued companies...