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28 October 2020

Video: An opportunity like no other for small caps

Sinclair Currie shares his outlook on small caps and the impact on markets from increased fiscal spending.

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28 October 2020

NovaPort Microcap Fund Update

Alex Milton provides an update on the NovaPort Microcap Fund.

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28 October 2020

NovaPort Smaller Companies Fund Update

Alex Milton provides an update on the NovaPort Smaller Companies Fund.

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28 October 2020

Change = Opportunity

Sinclair Currie discusses whether renewed appetite for large scale government spending will disrupt long-entrenched dynamics in the market.

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2020outlook
31 January 2020

2019 Small Caps Review & 2020 Preview

Sinclair Currie discusses small cap investing in 2019, provides a recap of winners and losers throughout the year and shares his market outlook for 2020.

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10 December 2019

Case Study: No Point Riding the Investment Rollercoaster…Unless it’s for the thrill of it

This case study examines the outcomes of investing in one of the more volatile, popular stocks in the smaller company benchmark, and compare it to a company with a very low level of volatility.

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10 December 2019

The Importance of Building Defence into a Small Cap Portfolio

Finding and investing in an emerging Australian success story is exciting. However, the high growth expectation of smaller companies also comes with increased risk of capital loss.

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1 November 2019

Epics, Fantasies, Horrors and Lullabies

The word ‘narrative’ is being used more frequently in market and investment commentary, and reflects an environment of uncertainty.

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US China trade war
1 August 2019

Trading places: Australia’s exposure to trade disputes?

The market has closely followed and quickly reacted to news about the trade negotiations between the USA and China.

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