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.
Alex Milton provides an update on the NovaPort Microcap Fund.
Alex Milton provides an update on the NovaPort Smaller Companies Fund.
Sinclair Currie outlines how ageing stock narratives could present an opportunity for new market leadership to emerge.
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.
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.
Social media spectacularly demonstrated a unique capacity to influence traders and move markets.
Sinclair Currie takes us through his investment philosophy and how to sort the “fakers” from the “makers”.
If volatility has been mispriced, the best opportunities are likely to arise from contrarian viewpoints rather than pursuit of expensive momentum.