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

Community

Baker Young expands into Queensland

We are thrilled to announce the Baker Young family has grown with the launch of our new office on the Sunshine Coast, Queensland.
IMP

IMP Monthly Report | June 2021

For IMP/YMP, like most investors, it was an exceptionally rewarding but challenging year, with extraordinary market conditions reflecting the historic...
Buy

BUY | Mighty Kingdom

Mighty Kingdom (ASX:MKL) is the largest independent game developer in Australia, designing game experiences from the ground up for consoles, PCs & mobile...
Newsletters

ESG choking the life out of oil and gas

Market action suggests the end of the global oil and gas industry is in sight. No longer should discounted cash flow forecasts exist in perpetuity...
Newsletters

The booming economy – Wow

We recently finished the latest round of interviews with our SMEs across Australia. The experiences of those business owners are more polarised than...
Newsletters

SMEs are cranking up their prices

Recently, Cameron Research reached out to a host of SMEs across the country. A key theme that emerged is that those that CAN increase their prices ARE...
Update

Case study: Ignite Limited

Ignite may be a speculative buying opportunity, however, at present the company should be watched for early signs of improvement. For now, we are looking...
IMP

IMP Monthly Report | May 2021

May was another strong month for the Australian share market with the ASX 200 Index posting a 1.93% gain for the period. This represents its 8th...
Buy

BYT | Carbon Revolution Limited

Founded in 2007, Carbon Revolution Ltd is a world recognised leader in the commercialisation and supply of lightweight carbon fibre wheels...
Update

Webcentral Group Limited (ASX:WCG)

Webcentral Group’s (WCG) legacy and core business have survived the test of time. Founded in 1996, Melbourne IT (now WCG) had a strong presence in...
Newsletters

Cryptocurrency mania: what’s your edge?

Crypto is an increasingly dominant topic of conversation among investors, but is it a genuine asset class or the latest in a long list of financial manias?
Buy

BUY | Worley Limited

Worley Limited (WOR) is a leading global provider of professional project and asset services in the energy, chemicals, and resources sectors...
Update

One to watch | Invex Therapeutics Limited

Invex Therapeutics Limited is in an enviable position, with ample working capital to see the company through the completion of phase 3 clinical trials...