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

IMP

IMP monthly report | October 2021

October was a very interesting month indeed. Against a backdrop of largely positive global economic & corporate news flow, investors grappled with rising...
IMP

IMP Monthly Report | September 2021

After a record-equalling 11 month winning streak, the Australian market finally succumbed to a sell-off as both Iron Ore prices and global Equity markets...
Update

FRP Capital

FRP Capital believes the appropriate commercial property investment trumps all investment types due to its high-yielding nature, secure cash flow, and...
Update

RedEarth Energy Storage Ltd

Homegrown renewables company, RedEarth Energy Storage Ltd, provides Australia’s only domestically-built energy storage solutions for residential, commercial
IMP

IMP Monthly Report | August 2021

August was yet another positive month for both the Australian share market (with the S&P/ASX 200 Index rising 1.92%) and global markets more broadly...
Update

A boost for agriculture from SA

Leigh Creek Energy (ASX:LCK) is developing its flagship Leigh Creek Urea Project (LCUP), located 550km north of Adelaide in South Australia. The $2.6b...
Update

At the core of nutrition

Nutritional Growth Solutions has a three-pillar growth strategy; new products, new territories, and new sales channels, which it has done via...
Update

Corporate Travel Management Limited

After establishing a leading role in Australia’s business travel market, CTD has taken advantage of its relatively strong balance sheet and superior...
IMP

IMP Monthly Report | July 2021

The Australian share market rose 1.09% in July, extending its remarkable rally to a 10th consecutive month, equalling its longest winning streak in 52 years
Update

BUY | Imugene Limited

We feel the attractively priced $95m raising gives IMU the funding it needs to progress and potentially even look at other opportunities...
Buy

BUY | MA Financial Group Ltd

MAF management and employees have plenty of skin in the game, led by Founder and MD Jason Pridham (28% shareholder) and US parent Moelis (20%)...
Update

NGS: Reaching for new heights

Nutritional Growth Solutions is experiencing a significant period of growth, recently reporting record quarterly revenue of US$1.03m...
Update

A cutting edge oncology company

Given the demand of Chimeric’s primary asset, chlorotoxin, and its star-studded management team, the company’s share price shortly after listing reached...
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.