Sinclair Currie and Tim Binsted, delve into the August reporting season. They discuss the latest trends, surprises, and market insights, with a particular focus on the resilience of the Australian consumer.
In this Q&A, get to know Tim Binsted, Portfolio Manager at NovaPort . Tim shares his inspiration for pursuing a career in equities, his views on current market opportunities, and a few recommended reads and podcasts!
Small and micro-cap companies are notoriously volatile, but NovaPort Capital’s Sinclair Currie argues a focus on quality is key to success.
Boom and gloom in the market can provide attractive entry and exit opportunities for investors, but only if the timing is right.
Sinclair Currie and Alex Milton explain why managing risk requires active management when rates are rising.
Sinclair Currie highlights three key factors driving growth in the aged care industry.
Hear from Sinclair Currie and Tim Binsted from NovaPort Capital, as they discuss recent M&A activity in the Australian market.
Takeover activity has increased in the Australian market. Irrespective of whether the takeovers go ahead or not, it is a timely reminder that equity markets are not always efficient.
Read how NovaPort Capital focusses on understanding long term risk and remains disciplined when the market is changing.