Below are some of the key investment decisions that our portfolio managers have made and the reasons for them.

IMP

IMP Monthly Report | April 2021

April delivered its best monthly performance in six months to see the S&P/ASX 200 rise by 3.5%, closing less than 2% below its pre-pandemic all-time highs..
Buy

BUY | Treasury Wine Estates Limited

Treasury Wine Estates has been hit hard by the COVID-19 pandemic-related shutdowns, with premium wine sales globally suffering amidst the closure of restaur
Buy

BUY | Qantas Airways Limited

Qantas is Australia’s dominant carrier and we see a number of drivers for Qantas over the next few years that can drive strong share price growth for...
company update

SUDA Pharmaceuticals Ltd: Potent drug delivery

Suda Pharmaceuticals Ltd (ASX:SUD) is one of the quiet achievers in the biotech sector that have, until recently, stayed off the radar of most investors...
IMP

IMP Monthly Report | March 2021

March was indeed another highly positive month for global markets including our own. Despite the pronounced rally in longer duration Government Bond...
Buy

BUY | Western Areas Ltd

Western Areas Limited mines, processes and sells nickel sulphide concentrates and other base metals in Australia. The stock has suffered a 33% decline...
Buy

BUY | Medibank

Medibank is Australia’s largest private health insurer with ~35% market share. Operating in a heavily regulated industry, Australian health insurers...
Buy

BUY | Computershare Limited

Interest rate impacts aside, Computershare's underlying earnings have performed well in recent years, and we expect this to continue...
Buy

BUY | Macquarie Group Limited

Macquarie Group Limited (MQG) is Australia’s largest investment bank and a global leader in infrastructure development investment. Its diversified...
IMP

IMP Monthly Report | February 2021

February marked the twelve-month anniversary of the Australian share market hitting all time highs in 2020, just weeks before the severity of what was...
Newsletters

9 common mistakes investors make

In the confusing and seemingly illogical world of investing, investors often make of a bunch of mistakes that keep them from reaching their goals...
Update

Delta Drone International Limited (ASX:DLT)

Delta Drone International provides end-to-end commercial drone services in the mining, agriculture, and engineering sectors in six countries across...
IMP

BUY | Woodside Petroleum Limited

Woodside leveraged their existing infrastructure for low-risk opportunities, with investments ready in multiple projects to ensure the next phase of growth.