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Reprioritization of risk
6 April 2022

Gradually, then suddenly

Changing trends in geopolitics, ESG, demographics and market structures are prompting a reprioritisation of the prevailing market risks. We look at how this will impact Small Companies.

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12 August 2021

NovaPort Smaller Companies Fund: 2021 FY Review and Outlook

We review the Smaller Companies Fund over the 2021 financial year, looking at the major factors driving the broader market and how we managed the fund in light of the challenges and opportunities.

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31 May 2021

NovaPort Microcap Fund Update – May 2021

Alex Milton provides an update on the NovaPort Microcap Fund.

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31 May 2021

NovaPort Smaller Companies Fund Update – May 2021

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

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25 May 2021

Ageing narratives struggle to find a marginal buyer?

Sinclair Currie outlines how ageing stock narratives could present an opportunity for new market leadership to emerge.

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6 April 2021

An emerging healthcare company with fantastic potential

In this Livewire video, Sinclair Currie discusses ‘all-weather’ sectors, how to get ahead of the pack by investing in early-stage companies and shares an example of an emerging healthcare company that he believes has fantastic potential.

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31 March 2021

It’s time to wake up and face the music

In this Livewire Fund Manager Q&A, Alex Milton shares why now is time for the COVID-19 winners to take a seat, the future for markets and shares one stock that is misunderstood.

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22 March 2021

Social Media: A New Arena for Investors

Social media spectacularly demonstrated a unique capacity to influence traders and move markets.

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18 March 2021

Sorting out the “fakers” from the “makers”

Sinclair Currie takes us through his investment philosophy and how to sort the “fakers” from the “makers”.

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