The New Criterion

When it comes to small caps that have lost their way, it’s all too easy for investors to banish them from their portfolios and move to fresher pastures. In fact, it’s quite cathartic. But enterprises rarely evolve in a neat…

ANZ result shows the big banks are running on the spot

ANZ suffered a 3 per cent fall in Australian home loan balances during the year to September, which is a reduction of around $7 billion. The bank says things are turning around. For a bank going through a major simplification…

Biomedical company ready for takeoff

Top performing fund manager Selector Funds Management only has a few stocks in its High Conviction Fund, so they have to count. Its latest pick is a biomedical company. The Selector High Conviction Equity Fund produced a return of 17.3…

The investment case for Domino’s

Domino’s Pizza Enterprises has disappointed investors over the past couple of years, after its long stellar run came to an end. One fund manager had recently added it to its portfolio. Domino’s was a market darling, much loved by fund…

DNR Capital takes on the Small Ordinaries

Australian equity manager DNR Capital has launched a new fund, providing investors with exposure to high quality, longer-term opportunities in the smaller companies sector – the DNR Capital Australian Emerging Companies Fund. A point of difference for the fund is…