December 12, 2022
Small Cap Myth Busting
We challenge commonly-held small cap beliefs (Dec-22)
November 10, 2022
Positioning for a Small Cap Recovery
For long term investors, timing isn’t everything (Nov-22)
October 13, 2022
Making Indebtedness Great Again
Baiting the investment edge hook (Oct-22)
September 11, 2022
Are Concentrated Small Cap Portfolios Superior?
Our portfolio size and reporting season results (Sep-22)
February 14, 2022
Is the (Liquidity) Party Over?
Inflation, interest rates and liquidity (Feb-22)
December 13, 2021
Unlocking the Source of Long-term Equity Returns
Small Cap Growth vs Equity Dilution (Dec-21)
November 30, 2020
Not a good month for Goldilocks
Governance in life and investing. (Nov-20)
January 10, 2020
A look back at our first 12 months
Longwave Australian Small Companies Fund - Our first 12 months. (Jan-20)