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)