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Will Aussies remain underinvested in the global technology growth story?
David Buckland
May 17, 2018
One of the sectors Australian investors have trouble accessing – given the domicile of the companies – are high quality global technology businesses, and they account for a little over 30 per cent of the Montgomery Global portfolios. continue…
by David Buckland Posted in Companies, Stocks We Like
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51job: A Job Well Done
George Hadjia
May 9, 2018
51job (Nasdaq: JOBS), the Chinese online job listing platform, is a company that has been in the global fund portfolios for some time now. The company is executing well on its strategy to build out the premier online jobs platform in China, with recent price increases being the highlight of the company’s recently reported Q1 earnings. continue…
by George Hadjia Posted in Companies, Stocks We Like
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Even Brussels is concerned about the unintended consequences of the GDPR
Daniel Wu
May 1, 2018
The EU General Data Protection Regulation, or GDPR, is a sweeping piece of legislation intended to protect Europeans’ personal information in a digital world. With the recent spotlight on Facebook and the sensitive topic of data privacy, one would expect the timely implementation of this privacy law to be treated with justified optimism. So why is it that less than a month out from the May 25 implementation date, companies, media and even EU lawmakers are ringing the alarm bells? continue…
by Daniel Wu Posted in Companies, Stocks We Like
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St. James’s Place Shows You Can’t Keep Good FUM Down
Christopher Demasi
April 30, 2018
While a lot of people Down Under were dusting off kips and tucking fresh pineapples into their wallets late last Tuesday evening in preparation for the Anzac Day ahead, you may have just missed the funds report from St. James’s Place coming out of the United Kingdom. St James’s Place showed that funds under management can be resilient even when the market gets choppy. continue…
by Christopher Demasi Posted in Companies, Stocks We Like
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Understanding insurance broking
Lisa Fedorenko
April 20, 2018
You may not be too familiar with Steadfast Group (ASX: SDF) and AUB Group (ASX: AUB), but these insurance brokers are high quality businesses in an industry with high barriers to entry. Which is why we are very happy to hold them in our funds. continue…
by Lisa Fedorenko Posted in Insurance, Stocks We Like
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51job pulls the pricing lever
George Hadjia
March 29, 2018
One of the surest signs of business quality is pricing power: the ability to raise prices without a commensurate reduction in demand. In its latest earnings result, 51job (Nasdaq: JOBS) confirmed that it had enacted material price increases on a number of job ad products. The market took notice, with the stock up more than 35 percent since the result was announced. continue…
by George Hadjia Posted in Companies, Stocks We Like
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Why Codan satisfies my inner geek – and meets my search for quality
Andreas Lundberg
March 16, 2018
In Adelaide, well away from Australia’s better known tech centres, is a small, innovative company called Codan (ASX:CDA) that many argue is leading the world in the technology it creates. Once you read about the company, we wonder whether you agree. continue…
by Andreas Lundberg Posted in Companies, Stocks We Like
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Hey Electrolux, what’s with all the cash?
Andrew Macken
February 5, 2018
With all the focus out there today on the Amazons, Facebooks and Tencents of the world, is there any room left for an “old fashioned” manufacturer of household and professional appliances? Electrolux (ELUXB SS) is a well-known, Swedish-based global leader in this space, selling more than 60 million products each year to customers in more than 150 countries around the world. continue…
by Andrew Macken Posted in Stocks We Like
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What makes us even more excited about St James’s Place?
Christopher Demasi
December 18, 2017
On 27 July, St James’s Place (SJP) (LSE: STJ) released an updated set of financial results for the first half of fiscal year 2017. While the performance was nothing shy of tremendous, we were most excited by a new insight into SJP’s business that emerged from the report and management discussion, and has significant implications for the value of the stock. continue…
by Christopher Demasi Posted in Companies, Stocks We Like
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We are living in a personalised world
Andrew Macken
December 8, 2017
“Consumer expectations have sky-rocketed to the point that hyper personalisation is no longer optional for brands, it’s imperative,” said Adobe’s Aseem Chandra recently. This is a clear trend we have been observing for some time. Consumers demand tailored experiences to their individual preferences. And this is dividing the consumer-facing business landscape into two groups: those who can deliver a personalised experience; and those who cannot. continue…
by Andrew Macken Posted in Companies, Global markets, Stocks We Like
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