The Market's Obsession for Yield Is Diluting Overall Returns Via Higher Performance Fees
Macquarie Atlas’ share price has appreciated 25% to AUD 5.46 in the past three months. In our view, the price appreciation reflects an insatiable...
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Lifting The Lid On Warren Buffett's Investment Secrets (Update)
In May, I published a report citing recent journal literature that sought to decompose Buffett’s Alpha. The authors attribute Warren Buffett’s...
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Acquisition Appears Attractive and Track Record Remains Stellar but Upside Seems Limited
Transurban plans to raise A$1.025bn through a 1 for 18 accelerated pro-rata renounceable Entitlement Offer, in order to fund its purchase of...
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