July 31, 2020
Speculative bubble hiding in plain sight
History shows hundreds of failures never lived up to their early stage market cap. (Jul-20)
July 1, 2020
How Longwave Integrate ESG
ESG Observations and FY2020 Proxy Voting Report (Jul-20)
June 30, 2020
Don’t spend all your winnings on more tickets
Asset quality and superior economic returns owe more to geology than commercial skill. (Jun-20)
May 31, 2020
Enhancements to our ESG process
An update on our ESG processes and approach.
April 30, 2020
Gradually, then suddenly: The evolution of retail
A look at the Australian small cap retail sector and the acceleration of omni channel retailing. (Apr-20)
March 30, 2020
Unprecedented market events have precedence
Most market events are unprecedented. But we can look to precedence of the unprecedented. (Mar-20)
February 29, 2020
How Longwave invests during uncertainty
COVID-19 fear was the major factor during February. We consider how investors might respond. (Feb-20)
January 10, 2020
A look back at our first 12 months
Longwave Australian Small Companies Fund - Our first 12 months. (Jan-20)
December 28, 2019
2019 ASX small cap observations
Our 2019 Australian small cap observations (not forecasts). (Dec-19)
November 20, 2019
Diversification is about better returns
Why we believe diversification is about better returns not lower risk. (Nov-19)