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Small Caps
Small caps are the opposite of banks
What history suggests when banks are overvalued (September-24)
Insights
Reporting
Stocks
Reporting Season August 2024
August reporting season 2024: demographic impacts coming to the fore? (August-24)
ESG
Insights
Fugitive Emissions
ESG Observations and FY2024 Proxy Voting Report (September-24)
Insights
Portfolio construction
Small cap alpha
What the Apple iPhone tells us about small cap funds
How the first iPhone and small cap investing are related. (July-24)
Artificial intelligence
Forecasting
Insights
Forecasting errors in exponential technologies
A look back in time to see potential forecasting errors in the current AI craze. (June-24)
Insights
Stocks
Valuation
The Brutality of Smallcap Consumer Retail
A look at the Retail sector in Australian small caps. (May-24)
Insights
Stocks
Valuation
Not all growth is equal
A look at how not all growth is equal between different business models.(April-24)
ESG
Insights
Safeguarding the Future
ESG Observations and 1H2024 Proxy Voting Report (May-24)
Insights
Things you see in a recovery
Anatomy of a small cap drawdown and observations pointing to a recovery. (Mar-24)
Insights
Reporting
Stocks
1H F2024 reporting season
A review some of our key observations from reporting season (Feb-24)
Behavioural
Insights
Investment Process
The first five years at longwave
On our fifth anniversary, we look back at what we set out to achieve for investors (Jan-24)
Behavioural
Insights
Investment Process
Simple but not easy
A look back at our 2023 coverage of why and how small-caps generate long-term outperformance (Dec-23)
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