Long-term investing

Tesla vs Honda: who would you back?

In a market that has punished companies for uncertainty, automakers have been pummelled and Japanese manufacturers have fared worse than most. However, this doesn’t mean that these businesses are absent of value. Although Tesla has been dominating news headlines its sales are not matching up to public perception, yet investors are so convinced of the company’s future success they are prescribing it similar value to long established and consistently profitable automakers such as Honda. As Orbis Investments explains, Honda boasts an unblemished record of net profits and although its margins have been depressed over the past few years, a closer look at what drives its profitability shows the idiosyncratic opportunity of this investment.

Alex Burke November 15, 2017

Reinvention is the new Retirement research report

Are your clients part of the 81 per cent of Australians who will fall short of being able to comfortably retire?

Alex Burke October 30, 2017

Kerr Neilson’s important message

Education is key to becoming a successful investor, according to Kerr Neilson of Platinum Asset Management. As Vanessa Stoykov explains, this is one of the many pieces of wisdom he imparts with Blair to help him understand the importance of diversification and investing in shares.

Alex Burke October 25, 2017

Platinum Asset Management’s investment DNA

Andrew Clifford, chief investment officer of Platinum Asset Management, explains how everyone’s an investor, and how increasing understanding will ultimately lead to better investment outcomes.

Alex Burke May 30, 2016

Celebrating 20 years’ of performance

October marks a milestone in the history of Man’s AHL Alpha Program. This month the program celebrates its 20th anniversary.

Alex Burke October 22, 2015

A compelling addition to an investment portfolio

A fundamental consideration in portfolio construction is to assess how a portfolio’s constituent assets interact with each other and contribute to the portfolio as a whole. Ideally, the mix of assets will allow the portfolio to weather a variety of market conditions in meeting its investment objectives.

Alex Burke October 21, 2015

The View from Behind the Curtain

As an investor, weaving through the large amount of available investment options can be time consuming and stressful. There is a lack of investor understanding about how funds are set up, structured and managed, which can leave people feeling vulnerable when they are trying to wade through the range of opportunities, particularly as some investments are emotively driven. It can feel like Dorothy when she first sees the Wizard of Oz without knowing what is really happening behind the curtain.

Alex Burke August 31, 2015

The Secrets to Investing in Retirement

The Investment Series brings into focus the many strategic considerations needed in planning for retirement. We join Bruce Hein, who is looking for realistic long term investments which will carry him through his retirement. We now outline some areas for consideration in regards to investing goals for retirees.

Alex Burke August 16, 2015

Looking For Opportunity

This week on The Investment Series, we watch Maria Cook, an investor who is looking to build opportunity in her investment portfolio. We have provided you with a brief overview of opportunistic investments or growth investments as they are sometimes referred, and how they generally operate within a clients portfolio.

Alex Burke August 3, 2015

Fixed Income – gaining acceptance among clients but only in the short term

Australians hold within their portfolios less than half as many bond allocations as their OECD peers. This proportion is even smaller – in the low single digits – for Australian self-managed super fund portfolios. Have we missed something? Or are our investment needs simply different to the rest of the world’s?

Alex Burke July 29, 2015

Contact