The past 12 months has provided an interesting short-term phenomenon where Covid-19 accelerated the flight to online shopping and remote communication technologies and food delivery services. Many growth managers exposed to these stocks performed well.
stocks
Insync again outperforms benchmark in post-crisis recovery
Both Insync funds consistently outperformed in both rising and falling markets over the past five months, weathering some of the most volatile times in a century.
Keep company results in perspective
Monik Kotecha at Insync Funds Management believes that the next 12-24 months of company results represents less than 5 per cent of a quality growth company’s long-term valuation.
Australian Eagle stock highlight Chorus Ltd
New Zealand-based Chorus is currently building and operating the country’s Ultra-Fast Broadband Network as well as owning the legacy copper based network.
Coronavirus and volatility: The art of not panicking and sticking to investment plans
Investing in high quality stocks is critical for both meeting investment and financial goals but also, importantly, for maintaining an emotional stability and peace of mind during a time of great volatility and uncertainty.
Why Insync avoids old growth stocks
Fund manager, Insync, sees some value in existing ‘old growth’ stocks in utilities, mining and industrial sectors but still chooses to avoid them because of the disruption risk.
Short selling – How it works
Hugh Dive, Senior Portfolio Manager with Aurora Funds Management, makes the case for short selling. The financial press frequently paints the picture of hidden cabals of short sellers conspiring together to drive down a stock, causing unrealised losses to retail investors and pain to executives whose company’s stock have been sold short. Whilst short-sellers are […]