isGated: No
Anton Tagliaferro and Nigel Hale
03 December 2020
We discuss why we believe that Telstra is in a strong position to improve its financial position and why have we increased our holdings over the last six months.
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isGated: No is_quality2011.pdf
Hugh Giddy and Phillip Gray
23 November 2020
We discuss why holding well-established quality companies in our investment portfolios remains an important factor in delivering long-term capital growth and tax-effective income in the years to come.
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isGated: No is_afterpay_amcor_brambles_orica2011.pdf
Anton Tagliaferro and Daniel Moore
12 November 2020
We analyse the fundamentals of companies such as Afterpay, Amcor, Brambles and Orica, and we seek to provide an objective insight into the ‘blue sky’ being factored into Afterpay’s share price.
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isGated: No
11 November 2020
Hugh Giddy provides an update on markets and IML portfolios for October 2020.
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VIDEO
isGated: No is_iml_key_tenets_small_cap_risk2011_1.pdf
Marc Whittaker, CFA and Phillip Gray
03 November 2020
We discuss our key tenets of risk management in small-cap investing – capital preservation, investing for the long term, and dividends.
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isGated: No
Livewire Markets
19 October 2020
Anton Tagliaferro discusses his outlook for markets, how IML defines quality in this environment, and the stocks he believes will do well despite tougher conditions.
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isGated: No
12 October 2020
Hugh Giddy provides an update on markets and IML portfolios for the September quarter.
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VIDEO
isGated: No
Money News
12 October 2020
Anton Tagliaferro joins Brooke Corte on Money News to discuss markets and the challenges investors face in the current economic environment.
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isGated: No income_from_shares200928_f.pdf
Anton Tagliaferro with Phillip Gray
28 September 2020
We discuss the issue of low interest rates and why investors are turning to the sharemarket for income.
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isGated: No
21 September 2020
IML and Loomis Sayles’ Portfolio Managers discussed the important issues that they see as pertinent to focus on as well as which stocks they are selecting for their Funds in the current environment.
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