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

IPO

ParaZero Ltd IPO

This merger will create the only stock exchange-listed drone-based data service provider with a market capitalisation of $15m before the IPO, and revenues..
IMP

IMP Monthly Report | October 2020

October was perhaps a perfect microcosm of what global and local markets have faced in 2020; mixed news on the COVID-19 pandemic but upbeat company news...
Buy

BUY | Tyro Payments Limited

Tyro Payments Ltd has become the largest non-bank supplier of EFTPOS terminals and payments software with over 32,000 clients primarily in the retail...
Buy

BUY | Seven Group Holdings Limited

SVW delivered better than expected FY results in August and we believe conditions should see this strong operational execution continue through to 2021
Update

Schrole Group Ltd (ASX:SCL)

Schrole is an Australian company that delivers innovative, software-based recruitment platforms and training service solutions. The company has evolved...
company update

Paradigm’s thesis continues to strengthen

In recent weeks, Paradigm has achieved additional key milestones that strengthen the company’s position. The most anticipated being the amendment to...
IPO

Mayfield Group Holdings Limited IPO

From its inception in South Australia in 1936, Mayfields has become an Australian leader in electrical engineering, contracting, and distribution.
Buy

BUY | Kathmandu Holdings Limited

A number of factors have seen KMD’s share price fall 60% from highs late last year to levels we feel offer attractive medium and long-term value, given...
Advisor profile

Taking five with Steven Weinmann

We are in strange times with this current market, where established businesses with long track records (i.e. banks, utilities) are priced as though...
Buy

BUY | Western Areas Ltd

We are attracted to the stock due to the sound fundamentals mentioned, recent positive exploration news & a medium-term view on nickel given the increase...
Buy

BUY | Adslot Limited

Despite a significant slowdown in advertising activity through the June quarter, ADS were able to grow revenue significantly relative to the previous...
IPO

Chaucer Energy Limited IPO

Baker Young Limited is Joint Lead Manager on a new IPO for Chaucer Energy Limited on the ASX...
Insights

Q1 2020 | Review

While a pause in the rapid pace of the global recovery is one that should refresh and build a base for more sustained long term gains, Australian markets...
IPO

Nutritional Growth Solutions IPO

Nutritional Growth Solutions (NGS) has opened its Initial Public Offer (IPO) for investment, enabling you to invest in the company through Baker Young...
Buy

APX: An intelligent buy

APX’s long-term growth opportunity is supported by increasing Artificial Intelligence data requirements from its major customers. The company is profitable
Buy

COH: Listen up, opportunity knocks

An excellent opportunity to add to your existing position, in what is a world-leading hearing aid (Cochlear implants) developer, at very attractive...
Buy

TYR: An attractive Tech opportunity

We see the current pull back as an opportunity to gain exposure to a technology leader, with an established growing market, at very attractive levels...
IMP

IMP Monthly Report | August 2020

August was another strong month, as global markets continued their remarkable recovery from the March lows amidst ongoing optimism regarding reopening...
Advisor profile

Taking five with Alex Martin

The interesting takeaway for me has been the shift from traditional market favourites, such as big banks, Telstra and oil stocks, to emerging companies...