Uncovering value in India

Chief Investment Officer, Wayne Peters, and Head of Research, Nathan Bell explain the investment case of listed holding company, Fairfax India.
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Shining the spotlight on China’s largest technology company

Head of Research Nathan Bell analyses Tencent, China's largest technology company, and explains a unique way to own it on the cheap.
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Investment Update Webcast – November 2017

Nathan Bell, Head of Research and Trevor Scott, Senior Investment Analyst provide their views on world markets and explain the investment case for new additions to the portfolio.
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A world of opportunity outside the US

Head of Research, Nathan Bell, highlights the risks of investing in broad-based ETFs, and explains the investment case for Fairfax India, Liberty LiLAC and JD.com.
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How do Australian banks stack up globally?

Head of Research Nathan Bell pits Australia's banks against those overseas and discusses finding value in China.
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What European election results mean for our European banks

Head of Research Nathan Bell updates the case for European banks and explains what Hurricane Maria means for Liberty Latin America.
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A world of opportunity

Head of Research Nathan Bell takes a look at what promising investment themes around the world currently exist.
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Why spinoffs beat IPOs

Head of Research Nathan Bell makes the case for forgotten spin off, Liberty Latin America. Commentary starts at 4:00.
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A timely lesson from Telstra’s 6% dividend yield

Telstra's recent history proves the dangers of Australia's preoccupation with dividends.
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Equifax – Why incentives are so important

Why the recent hacking of Equifax's database reminds us that you can never underestimate the power of incentives.
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