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

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.
IMP

BUY | Suncorp Group Limited

Suncorp is one of the largest general insurers in Australia and New Zealand, with its smaller banking division contributing around 1/3 of group profit...
Update

In-depth: Paradigm Biopharmaceuticals Ltd

Paradigm begins 2021 on the cusp of several pivotal Phase 3 clinical trials, with aspirations to successfully commercialise pentosan polysulfate sodium (PPS
IMP

IMP Monthly Report | January 2021

Despite a significant pull-back at the end of the month, the Australian share market (as measured by the S&P/ASX 200 Index) managed to post a 0.31% gain...
Update

Motio Limited (ASX:MXO)

MXO has been transformed, with a clear strategy to optimise and take advantage of a rapidly evolving industry in the midst of consolidation...
Newsletters

4 reasons not to hold too much cash

While cash is comforting in a crisis, if you’re fortunate enough to have saved money, here are four reasons not to leave this lingering in cash...
Buy

BUY | Family Zone Cyber Security Limited

Developing & distributing cyber safety products & services in Australia, the United States & New Zealand, we see FZO as being the right Software as a...
Buy

BUY | Computershare Limited

CPU has already delivered a mild profit upgrade, and we see the potential for even greater upside given recent trends in corporate activity...